Thursday, January 18, 2018
11am PT

Duration: 30 minutes plus Q&A

Baby boomers, on average, change jobs more than 11 times over the course of their working careers.* Did you leave a 401(k) with a former employer? Do you hold IRAs at other institutions? Managing your retirement accounts is important to the success of your financial future.

This webinar promises to be an enlightening session that discusses:

  • Retirement savings vehicles
  • 401(k): Options & decisions
  • Completing your retirement picture
Don’t miss the opportunity to get answers to some of the most common retirement plan questions.

If you are unable to attend the live webinar, don’t worry. As long as you register, we’ll send an email with a link to the recording.

*Source: Bureau of Labor Statistics news release, August 24, 2017.

Registered address: 1011 Sunset Blvd, Rocklin, CA 95765 │ 855.744.8585

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.


Rob Shedd
Financial Advisor, RJFS
Addison Avenue Investment Services