Monday Morning Speaker: Nils Vidal
Qualified Retirement Plan Distributions - Know Your Options
In this program, we will review the options available to you with respect to your qualified retirement plan when changing employers.
We will discuss the pros and cons of the various options, including keeping assets in your previous employer’s retirement plan or rolling over assets to a new plan or an IRA.
Finally, we'll review the factors you will need to consider when initiating a qualified retirement plan rollover.
ABOUT THE SPEAKER:
Nils Vidal – Morgan Stanley Wealth Management
Nils Vidal is a seasoned financial Advisor with over 12 years of experience aiding high net worth individuals and families protect and grow their wealth. Through his experience in commercial banking, private banking, and wealth management, Nils has developed a unique perspective for supporting client needs on various levels. As a Commercial Banker, Nils helped small business clients streamline cash management practices and build a healthy balance sheet to support their growth goals. As a Private Banker, he supported AMLAW 100 and 200 law firms and partners with customized private banking services, personal financial planning, investment management, mortgage financing and partner capital loans. As a wealth management relationship manager, Nils increased his focus on holistic wealth planning where he lead a team of highly credentialed advisors around investment management, retirement planning, estate planning, trust administration and strategy, and private banking.
As a Financial Advisor, Nils is now able to bring all these backgrounds together to customize a wealth strategy that is in the best interests of his clients. His knowledge driven process will help identify gaps in the wealth plan, investment allocation and execution, banking and lending structure, and to review the alignment of the current financial standing to overall wealth goals.
CONTACT THE SPEAKER:
Morgan Stanley Wealth Management
1650 Tysons Boulevard | Suite 1000
McLean, VA 22102-3807
Toll free: 800-336-0156
NMLS # 804797
Nils Vidal | Morgan Stanley
Plan to join us after the meeting for networking. Admission is free. Many of us carry our conversations to lunch at the nearby eatery.Attire is business casual, recruiters are often present, so we ask all Monday Speaker attendees to contribute to the professional standards and objectives of this important networking meeting.
Doors open at 9:45 for networking and the program starts promptly at 10:00. at our new location:
1627 K St NW, 3rd fl.