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Leave It, Move It, Roll It, Take It - Your Retirement Plan Options


Enrichment - Adult / Money Management -
Adult Winter 2025

Learn how to handle your 401(k), pension or other employer-sponsored retirement plan when you leave your job. Explore the most common distribution options, how to avoid having the IRS withhold 20% of your retirement distribution and how taxes, penalties and investment options factor into your decision.

Jay Soli

Jay Soli has worked in the Financial Services industry as a Series 7 licensed individual for over 18 years, supporting investment and financial planning clients and advisory practices.

 February 2025 
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AJSLI-W1

  Jay Soli


Falcon Ridge Middle School : Rm 151
Thursday, Feb 20
6:30 - 7:30 PM

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Min Age   18 yr.

$ 15.00
per person