|
Title |
Description |
Date |
TED # |
|
Understanding Required Minimum Distribution (RMD)
TED Course #: ACS FRP 2024-03 CLPS AND CEU’S are not available |
People with Individual Retirement Accounts (IRAs), Simplified Employee Plan (SEP) IRAs, a Simple IRA, and other Retirement accounts, are required to start making withdrawals from these traditional accounts when they reach the age 72 (73 if you reach age 72 after December 31, 2022). Yet few people know what an RMD is or what to do. Join us for this interactive and informative 1.5 hour workshop. |
Thursday, April 18, 2024 1000 - 1130
Registration will close on April, 11 2024 |
MS TEAM invitation with link will be sent NLT 2 work days before the event. |
|
The Home Buying Process
TED Course #: ACS FRP 2022-08 CLPS AND CEU’S are not available |
In today’s competitive market, qualifying for a mortgage and buying a home can be challenging and stressful. Being prepared, knowing where to start, and understanding what resources and tools are available, can reduce stress and make the process less stressful. Join us for this interactive two-hour virtual workshop. |
Thursday, April 25, 2024 1000 -1200
Registration will close on April 19, 2024 |
MS TEAM invitation with link will be sent NLT 2 work days before the event |
|
Understanding Social Security
TED Course #: ACS FRP 2021-10 CLPS AND CEU’S are not available |
Social Security benefits, when combined with savings from a 401(k), an IRA or/and a pension, can help you retire the way you want. In today’s financial culture, it’s important to understand Social Security and how it affects you and your Family in the long run. Whether you just started working or you’re getting ready to retire, this workshop will help you plan ahead and be prepared. Join us for this informative session. |
Tuesday, April 30, 2024 1000 -1130
Registration will close on April 23, 2024 |
MS TEAM invitation with link will be sent NLT 2 work days before the event. |
April Financial Workshops
