12 Year-End Tips for Retirees

Monday — November 4, 2019 1:00pm to 2:30pm

Now — as in before year-end — is a great time to review your financial plan and take advantage of any last-minute retirement-planning tools and techniques. Attend this workshop to learn the must-have strategies to help you minimize your legal tax burden, while also discussing gifts to children, charitable contributions, required minimum distributions, IRA and Roth IRA contributions, and much more. With expertise from Kristen Lomax of SOFA, a non-profit whose goal is to provide financial expertise and to increase knowledge and confidence in your financial future.

Free. Advance registration appreciated.

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