What Should I Do With My Old 401k?

Money Smart Week 2020

This course was created for Money Smart Week 2020 during the Covid-19 pandemic and subsequent economic crises. Even still, the message is timeless and can be useful for anyone that has been laid off, changed jobs or retired.

In the course, you will learn about the advantages and disadvantages of each of these four options:

1. Leave It

2. Move It

3. Roll It

4. Lump Sum Distribution

Money Smart Week is an annual week-long national education program sponsored by the Federal Reserve Bank of Chicago and delivered by a network of supporters like Catalyst Wealth Planning LLC.

If you enjoy this course and want to learn more, check out my comprehensive personal finance class at https://faithbasedfinancialwellness.teachable.com/p/faith-based-financial-life-planning or learn more about my services at https://catalystwealthplanning.com/.

Your Instructor

Fran McKay, CFP®, AAMS®, CRPC®
Fran McKay, CFP®, AAMS®, CRPC®

Fran McKay is impassioned to transform lives through financial education, financial life planning and supporting philanthropic activities. Fran has earned the professional designations of CERTIFIED FINANCIAL PLANNER TM, Chartered Retirement Planning Counselor and Accredited Asset Management Specialist. She has the expertise you need to live the financial life you want so you can make the impact you were meant for.

Fran operates Faith-Based Financial Wellness on Teachable.com, a financial wellness platform for individuals, churches, employers and non-profit organizations. She is the owner of Catalyst Wealth Planning LLC where she provides wealth management and financial planning to a select group of clients. Fran is an active volunteer in Rotary and at Northwoods Community Church. She serves on the OSF Healthcare Foundation’s Legacy of Hope Advisory Council in Peoria, Illinois. Fran conducts local workshops, speaks at conferences, is a guest on Christian podcasts and hosts her own podcast, The Catalyst.

Fran lives in central Illinois with her husband and youngest of five children. She is a proud grandmother of three grandchildren living near Chicago! Fran loves to sail, ski and travel with her family. She also enjoys reading and listening to audiobooks.

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Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.