Financial Planning for Job Transitions

Adult Enrichment / Money Matters -

Fall 2024

In the middle of or planning to transition out of your current job? This class will support you through this transition by helping you identify your options.

You will learn:

What your 401ks options are
Things to keep in mind about stock options from a previous or future employer
If, or when, you should consider Roth conversions
Evaluating health plan options

Robert S. Davis

Robert S. Davis graduated from Mankato State University with a Bachelor of Science in Business and received a Master’s degree from Michigan State University. He is a CERTIFIEDFINANCIALPLANNER™ practitioner holding Series 7, 63, and 66 NASD investment licenses. Valuing the importance of life-long learning, he continues participating in multiple professional study programs and advanced courses to keep current in the financial advisory field. He also teaches several classes through Community Ed on topics such as social security, cybersecurity, IRA planning and more. Following several years in the Peace Corps, he began his financial planning career at Fure Financial Corporation before striking out on his own. He established Financial Compass in 2005 to provide honest, independent advice that always serves the best interests of his clients who come from all walks of life.

October 2024