Thursday, February 1st, 2018

Lunch will be served at 12:00pm

University of Phoenix Oakland
2100 Franklin St.
Oakland, CA 94612

Call 800-900-5867 to reserve a seat for you and a guest.

Topics include:
-How to minimize taxes and penalties during the retirement planning process.
-Understanding IRA withdrawal penalties and regulations.
-How to withdraw money from your 401(k) or IRA before age 59 1⁄2.
-Using a 72(t) schedule to supplement your retirement income.
-Looking at Rule 415 limits when rolling over your pension lump sum.
-How to put together a tax strategy that can potentially save you the most amount of money.

Visit us on the web at

Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor, FSC Securities Corporatio are unaffiliated companies. Office of Supervisory Jurisdiction: 10675 Sorrento Valley Rd #100, San Diego CA 92121

*This is a complimentary service is neither approved nor endorsed by *Kaiser Permanente . University of Phoenix is a trade name and registered trademark of the Apollo Education Group, Inc. Any use by Licensee to identify the event location is not intended to imply affiliation with, sponsorship or endorsement of the event by The University of Phoenix, Inc or Apollo Education Group, Inc.