MAY 201 5 SUNRAYS | 75
ONLINE:
SCTEXAS.ORG
Seminars listed on these pages are paid advertisements.
SEMINARS
Six retirement account options every
investor must know – an IRA planning
workshop for boomers and retirees
Tuesday, May 19, 10 a.m., CCAN
Hosted by Steve Tatro, Upstream Investment Partners
Purchase your $1 ticket online or at the Member Services Office
Join us for this workshop and learn the different retirement
plan options available so that you can plan for a comfortable
retirement. We will cover:
• Six different options for your retirement funds
• When to leave assets in a company retirement plan
• When to roll over to an IRA
• When and if you should take a lump sum distribution
• How are my IRA withdrawals taxed?
• When to convert your funds to a Roth IRA
With the overwhelming complexity of the tax code, Baby Boom-
ers are asking “When do I take rollovers, withdrawals, RMDs
and how does my IRA fit into my overall plan?” Attend this
workshop and get your questions answered.
For any additional questions, Steve Tatro can be reached at
our Georgetown office, 512-705-8375 or our Round Rock office,
512-900-7887.
Securities offered through Sigma Financial Corporation, Member FINRA/
SIPC. Investment advisory services offered through Sigma Planning Cor-
poration, a registered investment advisor. Upstream Investment Partners
is independently owned and operated. Supervising office located at 1717 N
IH35, Round Rock, TX.
Medicare and your retirement
Friday, May 29, 2:30-3:30 p.m., CCAN
Hosted and presented by: Jim Bailey, CFP®
Jim is an
Ameriprise Platinum Financial Services
®
Practice
financial advisor with 26 years of experience.
During this complimentary educational seminar, you’ll learn
about:
• Medicare coverage options
• Medicare eligibility and enrollment periods
• How planning for your Medicare costs is part of building a
confident retirement
Jim will be hosting monthly seminars with new topics each
month in 2015.
For more information, please call 512-527-9900, ext. #10, Denise.
Jim will not receive any compensation for this event. There is
no obligation for attending.
Advisor office located at 4131 Spicewood Springs Rd, Suite I-5, Austin TX
78759.This event is for educational purposes only. Plan-specific benefits
or details will not be provided. There is no cost or obligation. Ameriprise
Financial and UnitedHealthcare® are not affiliated. UnitedHealthcare is
not a broker-dealer. Ameriprise Financial and its representatives do not
provide Medicare advice. Investment advisory products and services are
made available through Ameriprise Financial Services, Inc., a registered
investment adviser. Ameriprise Financial Services, Inc. Member FINRA
and SIPC. © 2014 Ameriprise Financial, Inc. All rights reserved.
Health
Living one day at a time; renewing a fresh
perspective
Tuesday, May 26, 10 a.m., CCAN
Hosted by: Georgetown Living
Purchase your $1 ticket online or at the Member Services Office.
Worrying about tomorrow’s uncertainties and impossibilities,
especially in a long-term care situation, is quicksand that grips
our hearts with heaviness. Our hearts were not built to with-
stand the crushing load of tomorrow’s uncertainties; we were
designed to live one day at time. As caregivers, we are keenly
aware that our loved ones are counting on us to be strong.
Therefore, in order to keep our hearts frommelting and grow-
ing faint, we simply must understand our limits and maintain
a fresh perspective. Marisa says, “Just give your entire atten-
tion to what is going on now, and don’t get worked up about
what may or may not happen tomorrow. That way you will be
better able to deal with whatever hard things come up when
the time comes.” Join Marisa Rickerson as she shares insights
that will quicken your steps onward as you resolve to live one
day at a time.
Marisa Rickerson is a speech-language pathologist who works
Seminars continued on the next page
