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Understanding Your Rollover Options

Travis Credit Union

Wednesday, November 5, 2014 from 11:00 AM to 12:00 PM (PST)

Understanding Your Rollover Options

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General Admission Ended Free  

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Event Details

Guest speaker Tom Kelly from Pacific Life, regional vice president of annuities and mutual funds, will have a presentation to understand your rollover options. If you are retiring or changing jobs, you may have complicated choices to make regarding your 401(k) plan assets. What you do with these assets could significantly impact your lifestyle in retirement. Your future is too important to risk making the wrong decision. We can help – every step of the way.

Travis Financial Services is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Travis Credit Union, Pacific Life not registered broker/dealer(s) nor affiliate(s) of LPL Financial. MKT-06054-0410 Tracking #642107

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

Have questions about Understanding Your Rollover Options? Contact Travis Credit Union

When & Where

Travis Credit Union
1 Travis Way
Vacaville, CA 95687

Wednesday, November 5, 2014 from 11:00 AM to 12:00 PM (PST)

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Understanding Your Rollover Options
Vacaville, CA Events Business

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