Jeffrey T. Douglass, a Financial Advisor at The Principal Financial Group, speaks with people every day about a wide range of financial topics, from general investing questions to specifics about managing their retirement plans.
The markets are volatile, unemployment is high, and our economy is in a recession. If you’d like to better plan for the future, make an appointment to speak with Mr. Douglass during our Ask A Financial Advisor program on Wednesday, December 9. Other questions and discussion topics can include:
- Investing in a recession – can I reduce risk?
- Should I rollover my 401(K)s and how much does it cost?
- Understanding your group benefit options after a layoff.
- Do I need to take an RMD this year?
- What features of the SECURE Act and CARES Act apply to me?
- Where should I invest during a recession?
- How do I build a plan for myself?
Register now through our Online Calendar to schedule a free one-on-one call.
Please note, the Financial Advisor will call you on the phone from a private number at the scheduled time. Your appointment is not a face-to-face meeting at the library.
Published on December 3, 2020.
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