Friday, May 16

Leave It, Move It, Roll It, Take It: How to Protect Your Retirement Savings

Leaving a job? Learn how to confidently manage your 401(k), pension, and retirement savings. Join our complimentary webinar!

By Vidal Velez, CRPC™

Date and time

Friday, May 16 · 10 - 11am PDT

Location

Online

About this event

Event lasts 1 hour

Moving on? Know Your Options.
Leaving a job is a significant life change, and how you handle your 401(k), pension, or employer-sponsored retirement plan could impact your financial future for decades.

Most people don't realize they have several choices, and the wrong move could trigger unexpected taxes, penalties, or lost growth opportunities.

Join us for a complimentary live webinar:
Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options

In this educational session, you'll learn:

The four most common options you have when leaving an employer — and the pros and cons of each
How taxes, fees, penalties, and investment choices can affect your decision
How to avoid costly mistakes and make confident, informed choices about your retirement savings
Special considerations for employee stock and pensions

What We'll Cover:

Key steps toward achieving your financial goals
Leave it with your former employer
Move it to your employer's plan
Roll it into an IRA (and what an IRA is)
Take a lump-sum distribution
How employee stock and pensions factor into your decision
Summary, next steps, and live Q&A

You'll leave with a clear action plan — and the peace of mind that you're making the best choice for your future.

Register now to save your seat and receive your webinar access link!
Feel free to invite a guest to join you virtually.

Date: May 16, 2025

Time: 10:00am-11:00am (PST)

Location: Online

Who Should Attend:

Individuals changing jobs
Those preparing for retirement
Anyone wanting to protect and grow their retirement savings

Frequently asked questions

Who should attend this webinar?

Anyone who is: - Changing jobs and unsure what to do with their retirement plan - Considering retirement in the next few years - Interested in protecting and growing their retirement savings - Curious about rollover IRAs, lump-sum distributions, and pension options

What will I learn?

After leaving a job, you'll leave with a clear understanding of your main options for handling your 401(k), pension, or other employer-sponsored retirement plan. We'll cover how taxes, fees, penalties, and investment choices factor into your decision — and how to avoid common mistakes.

Is this a free webinar?

Yes! There is no cost to attend. This is a complimentary educational session.

How do I join the webinar?

After you register, you’ll receive a confirmation email with a link to join the live session. You can join from any smartphone, tablet, or computer — no special software is needed.

Can I invite a guest?

Yes! Feel free to share the registration link with a friend, family member, or colleague who might benefit.

Can I get help with my specific situation after the webinar?

Yes — if you'd like, you’ll have the option to schedule a complimentary conversation to review your individual retirement savings options. It’s completely optional and designed to help you make informed decisions with confidence.

Organized by

Vidal Velez, CRPC™

Helping You Build Financial Confidence & Clarity

Hi, I’m Vidal Velez, a Financial Advisor with Edward Jones. I’m passionate about helping individuals and families take control of their finances and build a future they can feel confident about. Through my workshops and virtual events, I provide practical budgeting tips, savings strategies, and financial goal-setting tools—all designed to empower you to make informed decisions with your money.

What You Can Expect from Our Events:

• Clear, easy-to-understand budgeting techniques

• Strategies to manage expenses and grow savings

• Guidance on setting and reaching your financial goals

• Support to help you feel confident navigating your financial future

Whether you’re just getting started with budgeting or looking to refine your financial strategy, my events offer actionable insights to help you gain clarity.