Marc Spinner of Kennewick's Waypoint Wealth Management will hold a series of 401(k) rollover seminars at 6 p.m. Nov. 10 and 17.
The seminars will focus on rolling over 401(k)s to IRAs and avoiding taxation and penalties while providing prudent investing of assets using the Disciplined IQ approach.
A free fiduciary evaluation of mutual funds will be provided for those who bring a list of the mutual funds they own.
Waypoint Wealth Management is at 1920 N. Pittsburgh, Suite D2 in Kennewick. Seating is limited, so call 460-9275 to secure a seat.
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There is no charge for this seminar, but attendees are asked to bring a non-perishable food item to donate to the area food banks.