Karen Chan, a Certified Financial Planner specializing in Financial Education, will be our presenter.
The rules for distributions from retirement plans changed dramatically over the past two years, both for account owners and for beneficiaries. Some changes are permanent, others have already expired. Learn the rules for 2021: what’s changed, what hasn’t, and what changes you should consider making as a result.
Patrons have the option to watch the Zoom presentation at the library OR to join the Zoom presentation from home.
Regardless of how you plan to attend, please register for the Zoom presentation by clicking on the "Register" button.