Broker Check
10 Feb
AHCU Member Webinar - Investment Vehicles 101

Description

YOU'RE INVITED!

Join us for a webinar hosted by AHCU and our Wealth Management Partner - Waypoint Wealth Group

This will be an overview of investment vehicle options and how to design a strategy that works for you. 

Mitch Zimmer, Wealth Advisor, serves as our premier resource for all things financial planning and wealth management.

As a reminder, Mitch is available to all AHCU members for a no-obligation consultation to discover how they can serve you in accomplishing your investment and retirement goals. 

Through our partnership with Mitch, we have asked him to provide periodic webinars to help keep our members "in the know" as to what's going on in the market and financial world.

In this event, we will cover:

  • Employer Sponsored Accounts 
    • 401(k)’s / ROTH 401(k)’s / 403(b)’s / ROTH 403(b)’s / 457 Plans
  • Defined Benefit Plans (Pensions)
  • Tax-Advantage Accounts (Qualified)
    • IRA’s / ROTH IRA’s
  • Taxable Investment Accounts (Non-Qualified)
  • Special Purpose Accounts
    • 529 Plans / UTMA accounts / HSA’s

Date and Time

Tue, Feb 10, 2026

1:00p - 2:00p CST

Location

Webinar - Hosted via Zoom

PT1H

Event Registration

Will you be able to attend this event?