Getting Rollovers Right: Webinar

Webinar Chapters

    As people change jobs, one constant stays the same: the importance of rolling over your 401k properly into an IRA. Today’s workers may need to execute a rollover anywhere from 5 to 10 times in their working life, and there are many pitfalls to the process.

    This webinar will look at the primary reasons to properly manage a rollover and the increasing options with the advent of automated investments. Rollovers should not only be seen as an opportunity to preserve hard-earned retirement money, but also as a chance to reduce fees and consolidate and diversify one’s portfolio.

    Webinar Speakers
    1. Timothy Baker

      Founder & CEO, Wealthshape
      Manchester, CT
      Timothy Baker, CFP® is the founder and CEO of WealthShape, a Connecticut based independent advisory firm built on innovation, responsibility and the real world application of research. Tim has held positions as an advisor, consultant, portfolio manager, and vice president for institutional money management firms with billions of dollars in assets under management. He created WealthShape after spending more than a decade traveling across the United States educating investors from all walks of life. His goal is to help clients understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve their quality of life. WealthShape delivers evidence based investment solutions and high quality advice at a low cost. Clients are provided access to all investments, goals and progress in one easy to understand, secure location. The company operates under the belief that financial planning shouldn’t be static but rather vibrant and ongoing all while upholding the highest level of fiduciary responsibility. Tim works with individual clients, businesses, and institutions in Connecticut and throughout the country. He has appeared numerous times as a guest on Wharton Business Radio and frequently contributes to media outlets including Financial Advisor IQ, The Wall Street Journal, CNBC and The New York Times. He is a CERTIFIED FINANCIAL PLANNER™ professional holding a Bachelor of Science and Masters of Business Administration from Southern Connecticut State University where he was a 4 year member of the track and field team.
    2. Nick Holeman

      Financial Planning Expert, Betterment
      New York, NY
      Nick, who has his CFP® and Masters in Financial Planning, mixes his expertise and technology to help clients live better financial lives.
    3. Ruth Konigsberg

      Managing Editor, Investopedia
      New York, NY
      Ruth Konigsberg is Managing Editor of Investopedia. Formerly she was a retirement columnist for Money and the director of Content and Communications at Arden Asset Management.
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