November 12, 2025
Retirement & Financial Planning
Community Center
W152 N8645 Margaret Road Menomonee Falls, WI 53051
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Description

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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 106 at Community Center

Instructor

Matt Yerkes

November 12, 2025WednesdayAdd to calendar
Ages 18-255 · Co-Ed
Community CenterW152 N8645 Margaret Road Menomonee Falls, WI 53051View Map
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