You’re Invited to attend this valuable SoonerSave plan seminar

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SoonerSave

State of Oklahoma 457 and 401(a) Plans

 

You’re Invited to attend this valuable educational seminar

 

 

Monday, September 23, 2013

 

10:00am & 1:00pm

SoonerSave Enrollment Seminar

 

This seminar introduces the concept of before-tax savings and summarizes investment options and plan design features, such as Internal Revenue Code section basics, plan features and benefits, eligibility, financial hardship restrictions, withdrawal requirements, investment option overview and how to enroll.

 

11:00am

Asset Allocation

 

This seminar provides a comprehensive overview of asset allocation. We’ll review the three asset classes: stocks, bonds, and cash equivalents along with the benefits and risks associated with each. The seminar will also explore strategies behind developing your own asset allocation by following specific steps.

 

 

Meetings will be in the Concourse Theater

“The theater is in the tunnel between the Sequoyah and Will Rogers Buildings”

 

 

Contact:

Marc Pierce, SoonerSave Education Counselor

405-315-0558

Marcus.Pierce@gwrs.com