Documents ©2013, College for Financial Planning, all rights reserved. © 2012, College for Financial...

Slide 1 ©2013, College for Financial Planning, all rights reserved. © 2012, College for Financial Planning, all rights reserved. Module 8 Retirement Plan Distributions…

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Learning Objectives 8â1: Describe the distribution options available before and after retirement. 8â2: Describe the pros and cons of rollover, and explain how they can…

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Slide 1 Reunion Record Books October 20, 2012 Welcome and Intros Susan Challenger â76 Executive Director of WCAA Scott Gordon Technology Consultant Liz Carey Director, Alumnae…