August 13, 2025
Retirement & Financial Planning Basics
Riverside Elementary School • W153 N8681 Margaret Road Menomonee Falls, WI 53051 Organized by SDMF Community Ed. & RecreationAbout this event
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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
Age and Gender
Ages 18-255 · Co-Ed