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"Rollover Planning" Webinar


Hosted by iTHINK Wealth Management Financial Advisors Rob Means, Nick Kaloyios, and John Merendino*

Tuesday, July 21, 2020 at 11:00 a.m. ET

This Webinar will provide an overview of:

  • Decisions about what to do with the money in your retirement plan when retiring or starting a new job
  • Having several options, understanding their differences, and the tax implications of each 
  • The pros and cons of distribution

Click here to register.


*iTHINK Wealth Management advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.   



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