Workshop details: 

The IRS recently changed 403(b) rules (school district tax sheltered annuity retirement accounts). Thus, the IRS may no longer allow certain account transfers (90-24 transfers). In many cases, this may cause limited access and flexibility.

At a complimentary, 45 minute workshop, Certified Financial Planner Stuart D. Boxenbaum will explain the recent rule changes and help you determine how they might affect you.

Date: November 11, 2008 at 4:00 pm

Location:

Upstairs at Duffy's
11588 US Hwy. 1
North Palm Beach

Light dinner will be served.

RSVP Required: 561-744-0500 or email info@flmoneyview.com