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About This Webinar
If you own a 401(k), IRA, 403 (b), or any other retirement account and you are between the ages of 64 – 74 . . . pay close attention!

Avoid Paying Half Your Retirement Income to the IRS!

Come and learn more at this group presentation, hosted by retirement specialist, James F. Locke Jr. This educational event will cover the basics of Required Minimum Distributions and reveal the latest strategies for maximizing your benefits.
Presenters
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James Locke
James has been in the financial industry for over 20 years. He has spent the last 15 years focusing on the institutional side of the investment business. His dealings with a wide variety of investment managers, from multibillion-dollar firms to small one-man operations, has exposed James to a wide variety of investment products and offerings.

Prior to his institutional experience, James held a seat on the Philadelphia Stock Exchange for seven years, where he was an independent option trading specialist in multiple equity products, as well as equity index products.
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Christina Mahoney
Marketing & Scheduling Coordinator
Christina has worked in a variety of relations and administrative positions over the last ten years. Beginning her career in Human Resources, she quickly learned the valuable balance between business and people. Some of her proudest accomplishments in HR are the positive impacts she saw from her innovative employee engagement programs and redesigned training programs.

She has thoroughly enjoyed the challenges and opportunities she has found at Poole Locke so far and can't wait to see the implementation of the great projects our team currently has in the works.
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