Non-Hardship Withdraw Option

Learn how to safeguard your investments, with specific financial strategies and how to implement them.

Do you think there will be another market correction? in 2019? if not 2019, when do you think there will be another correction?

The answer is none of us really know. If you answered yes to any of the above questions the Lunch & Learn invitation you received from me may be a great option for you and your employees. This will give your employees the opportunity to at least hear about safe money alternatives. These are  investments that are proven and viable.

Non-Hardship withdraw option easily added 1 simple phone call to your administrator.

You may be exposed to market correction and volatility. This coupled with few choices for investment options can put you at a disadvantage, not only in morale but possibly accountability.

By accepting the Lunch & Learn invitation you are actually giving your employees the knowledge and the opportunity to make a change if they choose to do so.

You provide the room and seating and I bring the projector, screen, lunch and a very professional, succinct presentation that is viewed by employee’s as an Employer provided benefit.

Thanks for stopping by, I hope to hear from you soon!

Lisa Melby
Firestone Financial
Licenses: DOI MT 742264 CA 0843024 DRE 01230770 NMLS 298325
125 Cedar Commons Ln., Ste. A, Kalispell, MT 59901
4010 Moorpark Ave., #104, San Jose, CA 95117
o: (877) 685-6631 | f: (408) 351-4277 | e: lisamelby1@yahoo.com


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