Description

We're sorry, but this activity is over. The last meeting was Wednesday, November 12, 2025.

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 123 at Community Center

Instructor

Ferrito & O'Gorman Financial Group Matt Yerkes