Don’t Leave Your 401(k) Without a Plan!

If you’ve experienced a job separation from Werfen (formerly Immucor) or have already moved on to a new opportunity, what you do with your 401(k) can either help protect your financial future—or put it at risk.

This complimentary webinar is designed to help you make informed decisions and avoid costly mistakes. Whether your account has been sitting untouched or you’ve rolled it over but are unsure of the next steps, now is the time to take action.

✅ What You’ll Learn:

• Use downside protection to reduce losses during market declines

• Add defined outcomes to bring more predictability to your investment returns

• Pursue enhanced return potential with alternatives to CDs and bond funds

• Customize your risk/reward mix to match your current situation

• Incorporate tax-efficient strategies to reduce tax impact after a job change

• Target your income and growth goals during key transition periods

🔍 Why It Matters Now:

• Protect while you still can – timing matters

• Stay invested with confidence – avoid emotional decisions

• Tailor your plan for transitions – ideal for job changes or retirement prep

• Diversify your portfolio – reduce risk with non-correlated strategies

• Align with your next chapter – set your 401(k) up for success

If you're preparing for retirement, or simply looking for clarity and control during a job transition—this session is for you. Register today and take the next step in securing your financial future!

Hosted by the Current Plan Advisors:

Tracee Sapp, Certified Financial Planner®
Mark Weeks, Senior Wealth Manager

Can’t attend? RSVP and we’ll send you the recorded presentation.

_{Consider all available options, which include remaining with your current retirement plan, rolling over into a new employer's plan or IRA, or cashing out the account value. When deciding between an employer-sponsored plan and IRA, there may be important differences to consider - such as range of investment options, fees and expenses, availability of services, and distribution rules (including differences in applicable taxes and penalties). Depending on your plan's investment options, in some cases, the investment management fees associated with your plan's investment options may be lower than similar investment options offered outside the plan.}

_{Distributions from traditional IRAs and employer-sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 1/2, may be subject to an additional 10% IRS tax penalty. Roth IRA: Converting from a traditional IRA to a Roth IRA is a taxable event.}