Join us on Zoom with Financial Educator Karen Chan, a certified financial planner, for our spring series of money smart topics.
The right strategy can help you get the most from your IRA, 401(k), or other retirement plan. Karen will cover rollovers, qualified charitable distributions, Roth conversions, and other tools that can help you manage income taxes, streamline (or even avoid) distributions, and simplify your life.
AGE GROUP: | Adults |
EVENT TYPE: | Money Matters |
| Mon, Jul 13 | 9:00AM to 9:00PM |
| Tue, Jul 14 | 9:00AM to 9:00PM |
| Wed, Jul 15 | 9:00AM to 9:00PM |
| Thu, Jul 16 | 9:00AM to 9:00PM |
| Fri, Jul 17 | 9:00AM to 7:00PM |
| Sat, Jul 18 | 9:00AM to 5:00PM |
| Sun, Jul 19 | 12:00PM to 5:00PM |
