The LEARNING library

Classes & Seminars

These classes teach you to assess your financial situation and develop a personalized plan to help, achieve, and maintain your retirement goals.

 

 

 

 

 

 

 


THE THIRD WEDNESDAY, EVERY MONTH  |  12 – 1 PM


 

SOCIAL SECURITY | JUNE 21

Learn about Social Security retirement and disability benefits, for you and your dependents.

 

ABCs OF RMDs AND QCDs | JULY 19

Required Minimum Distributions (RMD) from you tax-deferred retirement accounts may go towards a Qualified Charitable Distribution (QCD).  And why might you want to do that?

 

AVOIDING 60-DAY ROLLOVER MISTAKES | AUGUST 16

The IRS may waive the 60-day rollover requirement in certain situations.  But how do you avoid this potential problem?

 

MEDICARE 101 | SEPTEMBER 20

Join Dawn McConnell and Laverna Witkop from Ford Insurance as we discuss Medicare. We will simplify the topic and help you navigate through your questions.