309 Fellowship Road, Suite 200, Mount Laurel, NJ 08054 Phone 609.726.5389

You are registered

See you on Tuesday, September 15.

Thank you for registering. Everything you need is on this page, and a copy is on its way to your inbox.

Pre-tax contributions got you this far. Now what?

Tuesday, September 15

6:00 PM Eastern · 40 minutes on Zoom

Your link to join: https://us06web.zoom.us/j/88905407171 (This will also be in your inbox.)

What happens next

  • Your confirmation email is on its way from Steve Durdin, Harvest Well (sdurdin@harvestwellfp.com).
  • Make sure to add this event to your calendar with a reminder.
  • I will send a friendly reminder the day before, and an hour before, our session.
  • About 5 minutes before our start time, click the link above. You will see a welcome screen until we begin. Your camera and microphone will remain off.

If the email is not in your inbox within about 5 minutes, check your spam or junk folder and mark it “not spam.” Adding sdurdin@harvestwellfp.com to your contacts makes sure the reminders reach you.

If you have any questions about joining the session, email sdurdin@harvestwellfp.com. On the day, if the link does not open the first time, close the window and click it again. That solves it nearly every time.

Harvest Well Financial Partners
309 Fellowship Road, Suite 200, Mount Laurel, NJ 08054
609-726-5389 · sdurdin@harvestwellfp.com

Encompass More Asset Management LLC, doing business as Harvest Well Financial Partners, is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration with the SEC does not imply a certain level of skill or training, and does not constitute an endorsement of the firm by the Commission.

Investing involves risk, including the possible loss of principal. No strategy assures a profit or protects against loss. Past performance is not indicative of future results.

This session is educational in nature and is not a complete analysis of the topics discussed. It does not constitute personalized investment, tax, or legal advice, and no part of it should be relied upon as such. Neither Harvest Well Financial Partners nor Steve Durdin provides tax preparation or legal services. Tax rules, contribution and distribution rules, and Social Security regulations change, and their application depends entirely on your individual circumstances. Please consult a qualified tax or legal professional before acting on any of the concepts described.

Harvest Well Financial Partners is not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, the Centers for Medicare & Medicaid Services, the Internal Revenue Service, or any other government agency. Information about Social Security benefits is available free of charge directly from the Social Security Administration at ssa.gov or by calling 1-800-772-1213.

Additional disclosures