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Registration for January Meeting

     

    Hershel Stone, CFP®

    Financial Advisor

    RETIREMENT PLANS

    INSTITUTE FOR ADVANCED LEARNING AND RESEARCH

    JANUARY 30, 2019

     

    I.                    TYPES OF RETIREMENT PLANS

    A.     401(K), PROFFIT SHARING, DEFINED BENEFIT, SIMPLE PLAN, SEP, ETC.

    II.                 EMPLOYEE EDUCATION

    A.     GOAL SETTING – TAILORING FOR EACH EMPLOYEE’S OBJECTIVES

    B.     BENEFICIARY UPDATES

    III.               DISTRIBUTIONS

    A.     PENALTY EXCEPTIONS

    B.     RMDS

     
    Mr Stone began his Edward Jones career in November 1994 as a financial advisor in
    Danville, VA. I have been with Edward Jones for over 22 years.  In 2004,  he earned his CFP®
    certification. The Certified Financial Planner Board of Standards Inc. awards CFP® 
    certifications to individuals who meet the board'srequirements for professionalism in financial
    services. 

     

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