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, Sep 28 | 9:00AM to 9:00PM |
| Tue, Sep 29 | 9:00AM to 9:00PM |
| Wed, Sep 30 | 9:00AM to 9:00PM |
| Thu, Oct 01 | 9:00AM to 9:00PM |
| Fri, Oct 02 | 9:00AM to 7:00PM |
| Sat, Oct 03 | 9:00AM to 5:00PM |
| Sun, Oct 04 | 12:00PM to 5:00PM |
