Presented by Robb Delisanti and Tracey Aiello, Angelo Planning Group, L.L.C.
This workshop is specifically designed for Xerox employees who recently left the company. We will provide you advice on the necessary steps to successfully transition on to the next phase of your life. Topics covered include your specific retirement plan, RIGP Options (CBRA, TRA), medical benefits, what you can do with your 401k upon leaving Xerox, managing risk in your investment and withdrawal strategies.
We will supply you with the information you need to make critical “retirement” decisions. We will help you understand your options and what makes sense for you. Attendees are encouraged to bring their latest RIGP statement.
Monday, January 28th from 11:30am – 1:00pm
Location: Medaille College, 1880 Winton Road South, Rochester, NY 14618
Seats are limited and registration is required so please call Mary (585) 402-5284 or email Mary@WinningCareerStrategies.com.
Tracey Aiello and Robb Delisanti are registered representatives offering securities through American Portfolios Financial Services, Inc. Member: FINRA, SIPC. Investment Advisory products/services are offered through American Portfolios Advisors Inc. and SEC Registered Investment Advisor. Angelo Planning Group is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc.
Angelo Planning Group is located at: 2590 Brighton-Henrietta Town Line Road, Rochester, NY 14623