August 13, 2025
Retirement & Financial Planning Basics
Riverside Elementary School
W153 N8681 Margaret Road Menomonee Falls, WI 53051
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About this event
Description
Whether you're 30 years from retiring, considering retiring soon, or even already in retirement, there are some basics that all savers and investors should be aware of. RMD's, gifting, Roth and Roth conversions, charitable giving, taxes, capital gains and loss rules / strategies, and much more. Please bring your questions. Free but you must pre-register.
Activity Secondary Category
Adult
Location
RS Room 220 - STAFF ONLY at Riverside Elementary School
Instructor
Matt Yerkes
Event reminder
August 13, 2025WednesdayAdd to calendar
Ages 18-255 · Co-Ed
Course Map