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Lunch & Learn: Distribution options for workplace transitions

Date: Thursday, July 18, 2019
Time: 12:00pm to 1:00pm
Location: Ameriprise Financial 3101 Free Ferry Rd., 1st Fl fort Smith, AR

Help your clients make informed 401(k) plan decisions when changing or leaving an employer
 
Ameriprise Financial Services, Inc. 
invites you to a special seminar,
 
Distribution options for workplace transitions
 
Please join Siebenmorgen and Associates, A private wealth advisory practice of Ameriprise Financial Services, Inc. 
 
Presented by Kenneth P. Siebenmorgen, CFP®, CRPC®
 
This seminar has been approved for 1 hour of CPE credit.
 
During this complimentary seminar, we’ll cover:
  • Summary plan descriptions
  • Portability rules
  • Distribution options for assets held in employer’s 401(k) plan
  • In-service distributions while still employed
 
Space is limited. Please make a reservation by July 15 for you and a guest.                   
Call 479.478.1000 or jona.booth@ampf.com
 
This is an informational seminar. There is no cost or obligation. 
Please plan to attend the following seminar where LUNCH will be provided:
 
Thursday, July 18 at 12:00 pm – 1:00 pm
 
Ameriprise Financial
3101 Free Ferry Rd., 1st Fl
fort Smith, AR  72903
 
Ameriprise Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.learningmarket.org.
If you have questions or concerns regarding your CPE credits, or program cancellation policy, please send a note to seminar.and.event.consulting@ampf.com.
 
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial Services, Inc. Member FINRA and SIPC. 
 
© 2018 Ameriprise Financial Inc. All rights reserved.