Vantage Executive Forum on April 9th where Jeremy Weston will be presenting on “Put Your Retirement Plan to Work: Leave it, Move it, Roll it, Take it”
Retirement can mean different things to different people. Maybe you want to travel, volunteer, start your own business or go back to school. Whatever you decide, you need to be financially prepared. Taking advantage of your employer-sponsored retirement plan is one way to help prepare for whatever kind of retirement you have ahead. Don’t miss our upcoming information session. We’ll discuss:
• The importance of saving for retirement
• How to save through your employer-sponsored plan • Other tax-advantaged options for building your retirement savings
• The most common distribution options and the pros and cons of each
• How taxes, fees, penalties and investment options factor into your decision
• How you handle your 401(k), pension or other employer retirement plan When you leave your job, it is one of the most important financial decisions you can make.
Knowing your options when you leave your job can help you make the right choice for your retirement.
If you have any issues, please reach out to coordinator@vantagecareerservices.com
Jeremy’s practice was built on one simple mission – to serve as a trusted financial advisor
to my clients and their families. Today, as a limited partner, that mission hasn’t
changed. Serving business owners, executives and retirees in the Twin Cities has
been extremely rewarding because of the relationships and the families I get to work
with. I refer to my branch as a “family practice”, as I have become a financial advisor
to family members, both immediate and inter-generational.
My wife, April and I, along with our four children, live in Blaine. We are a very active
family keeping busy with school events, sporting activities and travel. I received my
bachelor’s degree from the University of St. Thomas and studied business and
finance at the Carlson School of Business, University of Minnesota. I have worked in
finance and accounting for over 25 years, allowing me to serve my clients with the
highest levels of integrity, service and dedication.
In 2024, I obtained my CERTIFIED FINANCIAL PLANNER® certification, expanding my
knowledge base in the areas of financial management, tax-sensitive investment
strategies, retirement savings, insurance planning, education planning, and estate
considerations. I am committed to continuous learning as I serve my clients in
achieving their financial goals.
At Edward Jones, we prioritize your unique needs, supported by cutting-edge
technology and a dedicated team. We believe in the power of relationships, meeting
face-to-face to navigate life’s complexities with care. Let’s embark on this journey
together, making informed, financially sound decisions for a brighter future.
Jeremy Weston
IMPORTANT: Once you RSVP, the add-to-calendar invite will be available to download.
If you have any questions, please email coordinator@vantagecareerservices.com
