Your 401K Retirement Guide

Friday, October 9, 2020 | Leave a comment

  Have you or someone you know been affected by recent layoffs? If so, one of the biggest concerns you may have as you approach retirement is what to do with your 401(k).   We want to help you stay informed! As an information guide to some of the options in front of you, our office is offering a complimentary 401(k) Pitfalls Guide! We believe this will be a great source of information as you begin navigating your options on what to do next in your journey.   Call our office (704) 451-7020 and we’ll send you your copy of the 401(k) Pitfalls Guide!   Whether you’re facing a retirement decision or experiencing a different financial need, we want to help you with whatever you need during this time.   Please forward this email to any coworkers, friends, or family who may have similar questions and you believe we could help!en  

Sincerely,  
John CasaSanta
CasaSanta Financial Services
In Uncategorized

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