MiT Online Talk: How to Roll Your Dough

Date: July 16, 2020
Time: 12:00 pm - 1:00 pm
Online via RingCentral Meetings
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How to Roll Your Dough: 401K Options After a Layoff

This talk by Robert Single, Financial Advisor and former geologist, focuses on four different options available to you when you have an old 401K from a previous employer.  Do you leave it, move it, roll it or take it?  Knowing your options gives you the power to make better decisions about your ability to reach your financial goals.  Understanding what you can do now may have a big impact on your retirement.  During these times of market volatility be proactive with your invested money.  This talk should provide you with ideas about what to do with your old 401K so you can be prepared for the future.

About the Speaker

Robert Single earned a BS and MS in Geology and spent 25 years in the oil and gas business.  He worked for large majors and a variety of independents.  As a petroleum geologist, he worked on projects around the world but focused mainly on Utah, Wyoming and Colorado.  After separating from Anadarko in 2016, Robert, then 51 years old and having a 2-year old son at home, decided to re-invent himself and completely change careers.  He looked at his other passions which included investing in the stock market and helping people understand complex ideas.  This led him to Edward Jones where he has been a financial advisor for over three years.  Although he sometimes misses the oil business, he enjoys learning what financial goals are most important to his clients, creating personalized investment strategies for them and partnering with them over their lifetime to help them stay on track.

This talk is presented by the Rocky Mountain Members in Transition (MiT), a joint effort of members of AAPG, SPE, WOGA, COGA, DWLS and RMAG.