EventsFoundations of Investing Series

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Foundations of Investing Series

1:00 PM – 2:00 PM

Description

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.

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

Suitable for:
Adults
Type:
Business, Law and Money
Language:
English

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