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About Event

• Did you go through job changes recently?
• Are you concerned about job insecurity?
• How are your financials and nesteggs doing during 2022?

This offline/online seminar walks you through a list of year-end planning items to better prepare you and your family for a more secure future, and position for a market rebound.

The seminar aims to answer the following questions:

• Is now a good time to convert your 401K/IRA to Roth? (hint: SP500 is down 20% by 11/2022)
• Did you take advantage of Backdoor Roth (applied to everyone) and Mega backdoor Roth (employer sponsored)?
• What are the options for emergency funds?
• In-transit healthcare: how to reduce your COBRA payment?
• Thinking for the long term: options for cash flow, investment appreciation and alternative career path?

Registration

Registration for both in-person and online seminar:

• Online

This seminar is free to attend online. We will send you the Zoom link shortly after Eventbrite registration. Please get the ticket “Online Meeting”.

• In-person in Bellevue

If you are in Bellevue/Seattle area, you are welcome to join our seminar in person for free. We will send you the directions to the Bellevue venue shortly after Eventbrite registration. Please get the ticket “In-person Meeting”.