Instructor: Mike Meyer, AAMS An educational program designed to help participants learn how to handle their 401(k), pension or other employer-sponsored retirement plan when they leave a job. Participants will learn about: The most common distribution options How to avoid having the IRS withhold 20% of your retirement distribution How taxes, penalties, and investment options factor into your decision

Instructor: Mike Meyer, AAMS® Foundations of Investing is an educational program for people who are either new to investing or need a refresher. Participants will learn: The importance of developing a strategy The impact of asset allocation The influence of inflation on your long-term goals

Instructor: Mike Meyer, AAMS® Retirement by Design is a 40-minute presentation that illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.