Tea with Eddy
Eat, learn and connect
Beverages and appetizers will be served

Come discover ways to avoid common and costly IRA mistakes in retirement. IRA rules are complicated. You will learn how to navigate and avoid issues related to:

• Contributions
• Rollovers
• Withdrawals/distributions
• Required Minimum Distributions (RMDs)
• Naming beneficiaries
• Roth IRAs

This event is designed for current clients, but if you know of someone who might benefit from this session, please do invite them along.

For this informative session, we will be hosting guest speaker Adam DeMatteo - Prudential Annuities, Regional VP.

Please RSVP by May 28 as seating is limited
Email: info@ehshumfinancial.com
Call: (650) 373-0088

We look forward to seeing you!