Financial Events, Webinars & More

Do you have a 401(k) or IRA from a previous employer and aren’t sure what to do with it? You’re not alone. Many people lose track of old retirement accounts or aren’t sure how to best incorporate them into their overall financial plan.

In this webinar, Paige Altmann, WMS™, Financial Coach with Emerj360, shares insights on:

• A brief market overview and what it means for your strategy
• Eye-opening statistics around forgotten 401(k) accounts
• Your rollover options—and how to evaluate what makes sense for you

Whether you’re starting to organize your finances or looking to be more intentional with your retirement strategy, this session is designed to help you take the next step with confidence.

Rollover Days

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.

Coffee with Heather Jordan, a CFP® Professional

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.

Retirement Readiness Seminars

The Emerj360 team shares valuable insights on retirement planning at their Retirement Readiness Seminars. Stay tuned for more retirement readiness events!