December 16, 2026
Financial Planning Basics
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. Roths IRAs vs. pre-tax IRAs, charitable giving, taxes, capital gains and tax-loss rules, gifting to kids and grandkids and the different accounts you can consider for helping the next generation. Please bring your questions!
Activity Secondary Category
Adult
Location
CC Room 108 at Community Center
Instructor
Ferrito & O'Gorman Financial Group Matt Yerkes
December 16, 2026WednesdayAdd to calendar
Ages 18-255 · Co-Ed
Course Map