November 12, 2025
Retirement & Financial Planning
Community Center • W152 N8645 Margaret Road Menomonee Falls, WI 53051 Organized by SDMF Community Ed. & Recreation
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About this event
Description
Internet Registration has not begun yet. Check Registration Dates in details.
Highlighting important topics to consider with your investment and retirement accounts. RMDs, gifting to kids, Roth IRAs, 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
CC Room 120 at Community Center
Instructor
Matt Yerkes
Age and Gender
Ages 18-255 · Co-Ed