Join Vantage Career Services at next Vantage Executive Forum where, Jeremy F Weston will present “Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options”
Moving on? Do you know all your options?
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.
How you handle your 401(k), pension or other employer retirement plan when you leave your job is one of the most important financial decisions you can make. Join us for “Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options” and learn:
• The most common distribution options and the pros and cons of each
• How taxes, fees, penalties and investment options factor into your decision
Knowing your options when you leave your job can help you make the right choice for your retirement savings.
If you have any issues, please reach out to coordinator@vantagecareerservices.com
As an Edward Jones financial advisor, I oversee financial affairs for households and businesses both in the community and nationwide. My mission is simple – become the most trusted financial advisor for my clients and their families. My branch is committed to giving you the highest level of service in the industry and to always be focused on what’s most important to you.
I came to the financial services industry from a career in corporate finance. What led me to Edward Jones was my passion for long-lasting relationships and doing work that was meaningful for both individual investors and their families. Edward Jones has always shined brightest for me among the financial services firms. Our dedication to the highest standard of quality, performance, ethics, integrity, transparency and continuing to do what’s in the client’s best interests is what makes me proud to be part of this firm!
My wife and I live in the northern Minneapolis suburb of Blaine with our four children. We are very active in our local sports clubs such as Rush soccer, Da Vinci basketball, Foss swimming and Jam Hops Theater, Dance & Gymnastics. I have had the pleasure to serve on a number of civic and social non-profit boards including White Bear Food Shelf and the Mississippi Valley Orchestra. I also serve on audit committee for my church.
Please contact me and my branch if you have any questions about how I or my firm can assist you with any of your goals.
Jeremy Weston
IMPORTANT: Once you RSVP, the add-to-calendar invite will be available to download. Usually pops up at the bottom left area of your screen.
If you have any questions, please email coordinator@vantagecareerservices.com
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