Fall 2020: 3rd Decade Class 3
In this course you will:
- Build Strategies around your goals, needs and wants.
- Establish good savings habits
- Receive an easy to understand plan that prioritizes what needs to be done
Class 3: Taxes and Retirement Accounts
- Taxes: Progressive Tax System, Tax code, Effective tax rate
- Housing: Rent vs Own,
- Retirement Savings Accounts
- 401(k), 403(b), Traditional IRA, Roth IRA, Health Savings Account (HSA) and more
Covid-19: We believe that our partnership with you is more important than ever. In order to best serve you, we want to keep you safe as well as out team. For all fall 2020 classes we are leveraging technology and moved our entire curriculum online.
*Please be advised, only registered applicants may attend the events listed. If you have not yet applied, please do so here.