Flow You May Be Missing: When Retirement is Mandatory

For some of our school district employees, retirement is NOW.

As school districts tighten their belts, many older employees will be forced to retire early. They no longer have the additional time they thought they had to continue building their retirement savings.  It is a time of great personal loss.  And, for many, a time of financial unease.

Their next steps may make the difference between facing retirement income crisis or securing their retirement dream.  This is where you come in.

Now is the time to reach out.  Help them through the initial next steps necessary to think through their present and future income needs. More importantly, provide solutions that will give them peace of mind that their retirement savings is safe and is still working for them.

We know that these are difficult conversations.

To help your clients navigate this time of uncertainty and to assist them in making prudent retirement planning decisions, we are now providing IRA rollover training for the K-12 market. And, don’t forget to visit the IRA Landing Page for the most up-to-date information.

View Training Schedule and Register

IRA Landing Page