The new year is a great time to evaluate your IRA, HSA, and 401(k) to make sure you are optimizing your accounts. In this webinar, Heather Jordan, CFP®, MBA; Brett Sebion; and Brenna Johnson, CFP®, discussed new limits for 2025 and shared some insightful tips for the new year. In addition, they discussed tips on the following topics:
We don’t want you to lose your hard-earned 401(k) funds! During Rollover Days, the Emerj360 team dedicated several days to meeting with individuals to discuss rollover options and ensure they’re making the most of their 401(k) funds.
Have you had financial questions you’ve been waiting to ask? Heather Jordan provided the opportunity for individuals to join her at a local coffee shop for insights and answers to their financial questions during her coffee social event.
The Emerj360 team shares valuable insights on retirement planning at their Retirement Readiness Seminars. Stay tuned for more retirement readiness events!
Browse our archive of past events for replays of webinars on important financial topics, including retirement, saving, investing, and more.
From hosting educational events to supporting local initiatives, we value every opportunity to connect and give back. Trust Point and Emerj360 are proud sponsors of local causes and events that make a difference in our communities.