A clear, step-by-step framework for the first 30 days after a layoff so you don't make irreversible financial mistakes
A free educational webinar for professionals navigating layoffs, severance, and retirement account decisions in today's challenging job market.
We understand. This wasn't in the plan.
Losing your job, or knowing it might happen, brings a wave of emotions that's hard to describe. The shock. The uncertainty. The pressure to make the right decisions when everything feels urgent.
You're probably being flooded with advice right now. Some of it contradicts itself. Some of it feels designed to scare you. And some of it comes from people who've never actually been where you are.
This webinar is different. It's designed to give you clarity, not confusion. Grounded education, not panic-inducing headlines. A clear framework for thinking through your options so you can make decisions you'll feel good about.
What You’ll Learn
5 critical steps to take immediately after being laid off
How severance packages are typically structured and how to review HR documents with confidence
Your options for accessing retirement accounts without penalties (401k loans, SEPP/72(t), hardship withdrawals)
Exceptions to the age 59½ rule and how to avoid the 10% early withdrawal penalty
How to reassess your portfolio allocation during a major life transition
Why you shouldn't panic, and a framework for making clear financial decisions under pressure
This is educational content only. No specific investment advice will be given during the webinar.
