RetireU: Roadblocks to Retirement June 9 @ 1:30 pm - 2:30 pm CDT In Person Are you emotionally ready to retire? - Decisions you will face: Multiple competing goals - Healthcare!! - Investing principles/debt management - Identity Theft Protection - Income planning for the phases […]
HelpUThrive: Health Savings Accounts September 16 @ 1:30 pm - 2:30 pm CDT In Person Details about your High-Deductible Health Plan • Benefits, including the triple income tax advantages • How income protection fits in with health insurance • Differences between HSAs and FSAs - […]
RetireU: Taxes – An Understanding and Planning November 12 @ 1:30 pm - 2:30 pm CST In Person Know the Rules – Deductions, Dividends and Dependents -Keeping Accurate Records – Save, Shred, or Recycle -What are Required Minimum Distributions -Tax Deferred Programs – The Ins and Outs -Tax […]