Financial educator Karen Chan, a Certified Financial Planner, will introduce you to free and affordable tools to help with financial planning questions.
If I knew how to do the calculations, I’d know what to do.” If you’ve ever felt that way about a financial decision, this program is for you. Learn about tools that will help you answer financial planning questions such as: Should I convert my retirement account to a Roth? Should I save this money or pay down debt? Is refinancing my mortgage worth the expense? When should I claim Social Security? Am I withholding enough for taxes this year?
Upon registration, you will receive a Zoom link in your email.
AGE GROUP: | Adults |
EVENT TYPE: | Virtual | Presentation/Lecture |