Come for the information. Leave with clarity.
Find the accounts, policies, and assets you may have left behind.
The T.R.A.P.$. framework
T — Traditional Workplace Plans
Old 401(k)s, 403(b)s, 457 plans, TSP accounts, pensions, and employer benefits from previous jobs.
R — Retirement Accounts
Traditional IRAs, Roth IRAs, rollover accounts, inherited IRAs, and retirement accounts held at different institutions.
A — Annuities and Investment Accounts
Brokerage accounts, mutual funds, stocks, annuities, managed accounts, and assets that may not have been reviewed recently.
P — Policies and Protection
Life insurance policies, cash-value accounts, living benefits, employer-provided coverage, and policies with outdated beneficiaries.
$ — Savings and Short-Term Money
Savings accounts, CDs, money-market accounts, credit-union accounts, HSAs, and cash reserves sitting in multiple places.
You worked hard for your money. Do you know where all of it is?
Over the years, your money can become scattered across old employers, banks, insurance companies, brokerage firms, and accounts you have not reviewed in years.
This educational event will help you create a clearer picture of what you own, where it is located, who the beneficiaries are, and what purpose each account is currently serving.
Guests will learn how to identify forgotten or overlooked assets, organize financial accounts, review outdated information, and begin deciding whether their money is positioned appropriately for access, protection, growth, income, and legacy.
IndividualsWith retirement accounts, savings, investments, insurance policies, or benefits spread across multiple companies or former employers
AnyoneWith an old 401(k), 403(b), 457 plan, TSP, pension, IRA, annuity, or life insurance policy they have not reviewed recently
PeopleWant to organize their finances, locate forgotten accounts, and understand what each asset is currently doing
Couples and familiesWant a clearer picture of their money, beneficiaries, protection, and long-term financial plan
