We are deeply committed to our clients and to making sure they are able to enjoy their hard-earned retirement.

- Adi Benyishay, CEO and Founder

401(k)/Profit Sharing Plans: Get the Facts

We at Financial Benefits Alliance want to help you better understand your Retirement Plan and the options and underlying fees, as the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

Topics covered:

  • How to minimize fees deducted from your 401(k)/Profit Sharing Plan.
  • How to minimize taxes on your 401(k)/Profit Sharing withdrawals.
  • What to consider when deciding when to withdraw income.
  • When it makes sense to delay income and when it doesn't.
  • Survivor Benefits: guaranteeing an income stream to your spouse.

Call (215) 942-0980 or register below to make a reservation.

This seminar is meant for individuals 58-65 years old. We would like to stress that this presentation is for educational purposes only.

Please reserve your seats as soon as possible by registering below, as seating for each evening is limited to 30 people.

We look forward to seeing you!

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    Financial Benefits Alliance provides advisory services only in states where it is registered as an investment adviser.

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    (215) 942-0980 | info@fballiance.com
    102 Lakeside Park, Southampton, PA 18966
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