About this Event
Why Attend?
If you’ve ever changed jobs, you know first-hand the number of financial decisions you’ll need to make during a career change. Join our expert financial advisor in learning the specific strategies for navigating a smooth job transition. We will cover important topics such as: how to protect your 401(k) or Retirement plans, options for Health Insurance and COBRA, Severance Pay, California State EDD benefit options, and important tax considerations for your family.
Agenda
🕑: 10:00 AM
Opening Introduction's
🕑: 10:00 AM - 10:00 AM
Severance, State Benefits, & EDD
Info: Learn about many of California's state benefit programs designed for individuals in financial hardship, such as Unemployment Insurance and Disability. We discuss how Severance plays into the equation.
🕑: 10:00 AM - 10:00 AM
What Happens to Your Benefits?
Host: Retirement Planning Specialist
Info: Learn what happens to your current benefits when you change jobs, along with some interesting stores and examples of what NOT to do! We touch on the following: 401K's, 403B, FSA, HSA, Stock Options, ESPP, Company Life Insurance, Severance.
Health Insurance Options
Info: Learn your options for getting health insurance for your family after losing your employer's coverage. We discuss the CoveredCA marketplace, Medi-Cal, and methods for applying for health insurance.
🕑: 10:00 AM - 10:00 AM
Am I Still On Track for Retirement?
Info: If you're in your later years, a layoff or job change could be an opportunity to consider early retirement! If you're not, you may be worried about how this impacts your financial future long-term? Learn important strategies for staying on track, and whether or not you should be considering early retirement.
🕑: 10:45 AM - 11:00 AM
Q & A- Come With Curiosity!
Event Venue & Nearby Stays
5301 California Ave, 5301 California Avenue, Irvine, United States
USD 0.00
