January 23rd Technical Lunch – Financial Planning

10 Jan January 23rd Technical Lunch – Financial Planning

Posted at 22:56h in Technical Luncheons by

Financial Planning – The Cliff Notes Version!  Please join WOGA and speaker Tyler Bernard for a very informative session on financial planning.  We know you’re making the big bucks – let’s figure out the best way to grow them!

Some of the topics that Tyler will be discussing include:

  • What are some “Must Reads or Good Reads” for becoming a wise investor or financially savvy?
  • Stages of Goals:  Short – Medium – Long and the types of instruments that apply
  • The importance of a Roth IRA for future tax diversity
  • Tax items – from a Financial Planners view to save on taxes now
  • 529 plans
  • Survivor Needs – planning

    • This is a Brown Bag event – please bring your lunch and WOGA will provide the water and cookies!!

    Date:  January 23rd, 2018
    Location:  Republic Plaza, Concourse Level Training Room
    Members:  $10
    Non-Members:  $15

    Register Here:  Technical Lunch – Financial Planning

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