Breakfast & Bagels: Retirement Presentation for Older Adults & Seniors
About this event
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Breakfast & Bagels: Retirement Presentation for Older Adults & Seniors
-In person at 11:00am-
Registration will open on April 20th
Are you heading into retirement or in retirement? Join Ms. Omauria Smith (MBA), Financial Services Professional for an in-depth session focusing on retirement account rules- especially old 401(k)s, rollovers, required minimum distributions (RMDs) and more.
Topics of discussion:
What happens to your 401(k) when you retire or change jobs
Understanding RMDs
Common retirement account mistakes to avoid
Tax diversification/allocation helping to keep more money in retirees' pocket
Light Breakfast will be provided