EventsFoundations of Investing Series

This event has already occurred.

Foundations of Investing Series

1:00 PM – 2:00 PM


Patty Finley, Financial Advisor with Edward Jones, will provide a three-part series called Foundations of Investing.  The series starts on June 29. The programs in the series are: Rules of Investing, Know Your Retirement Plan Options, and Retirement: Making Your Money Last.

July 27 Know Your Retirement Plan Options. In this session, you will learn how to handle your 401 (k), pension, or other employer-sponsored retirement plan when you leave a job. Here, we'll look at:

  • The common distribution options.
  • The potential advantages and disadvantahes of those options. 
  • How to avoid having the IRS withold 20% of your retiremet distribution. 
  • How taxes, penalties, and investment options factor into your decision.

Register in advance for this webinar at Zoom.

How To Attend:
This event takes place on Zoom. Please register online 24 hours before the event You’ll receive an email with a link to the secure Zoom meeting about 24 hours before the meeting. By registering for this event you agree to abide by the Library Use Guidelines.

This event uses a third-party website and may be hosted by an organization CPL has partnered with. We recommend you review the privacy policies of any third-party sites before providing them with any personal data. For more information, please see our Website Privacy Statement.

Questions about attending online events? Check out our Events FAQs.

Need captioning for this event? Please call (312) 744-0152. Requests must be made at least 14 business days before the event.

Suitable for:
Business, Law and Money

Powered by BiblioCommons.

BiblioEvents: app01 Version 3.2.2 Last updated 2021/07/22 15:02

Image Built on: June 15, 2021 2:52 PM