Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options

Comm Ed / Career & Finance -

Community Education - F/W 26-27

Changing jobs or preparing for retirement? Learn how to confidently navigate your 401(k), pension, or other employer-sponsored retirement plan when separating from employment. This educational session will walk participants through common distribution options and key considerations to help avoid costly mistakes.

Topics include:

The most common retirement distribution options
How to avoid unnecessary IRS withholding on distributions
Tax implications and potential penalties
Investment considerations when deciding what to do with retirement funds

Whether you’re changing careers, nearing retirement, or simply planning ahead, this class provides practical information to help you better understand your choices. Edward Jones does not charge a fee. No products will be sold. The fee for this class supports Community Education's operations.

Rich Morgan

Rich is a Wisconsin native who grew up in Eau Claire and now lives in Hudson. He holds a business degree from the University of Wisconsin–Eau Claire and brings more than 30 years of experience as an entrepreneur, business owner, and manager, along with professional training as a Financial Advisor.

Rich works with individuals, families, and business owners as they plan for important life milestones such as retirement, college funding, selling a business, and creating a lasting legacy. His approach is focused on understanding each client’s goals and providing personalized strategies and trusted guidance to support confident, long-term decision-making.

October 2026