To Rollover or Not?

July 14, 2020

When starting a new job, you’ll have an important decision to make about what to do with the money in your retirement account.

In this webinar, hosted by a certified financial professional, we’ll go over the choices available to you and their advantages and disadvantages.

Presented By: Jason Netrosio, Financial Advisor at the MHV Investment & Retirement Center
Hosted By: Sarah Short, MHV's Financial Education Specialist

Date: Tuesday, July 14
Time: 11:00 am - 12:00 pm

*Mid-Hudson Valley Investment and Retirement Center Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR3118727.1