This is not a library sponsored event.
Purpose of Meeting
The session is to provide financial literacy information specifically for working adults. The session plans to cover topics such as
1. Savings (retirement, college education, short and long term needs, etc.)
2. Investment decisions (mutual funds, ETFs, IRA, Roth, taxable accounts, 403(b), asset allocation, risk, returns, taxation, etc.)
3. Retirement factors (RMD, legacy, retirement portfolio, tax considerations, spending in retirement, etc.)