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 06 | 9:00AM to 9:00PM |
| Tue, Jul 07 | 9:00AM to 9:00PM |
| Wed, Jul 08 | 9:00AM to 9:00PM |
| Thu, Jul 09 | 9:00AM to 9:00PM |
| Fri, Jul 10 | 9:00AM to 7:00PM |
| Sat, Jul 11 | 9:00AM to 5:00PM |
| Sun, Jul 12 | 12:00PM to 5:00PM |
