Lunch & Learns: Social Security Strategies + 4 Common RMD Mistakes | Free
May 5: Social Security Strategies + 4 Common RMD Mistakes
With Erika James, Investment Adviser Representative
Not sure when to start your Social Security benefits? Now? Or later? Confused about when you need to start your Required Minimum Distributions (RMD’s)? Join us for an update on Social Security, the Secure Act and RMD changes. Erika has provided timely information and guidance for over 20 years to retirees and those still planning their retirement.
Lunch & Learns: Feed your body & mind as local experts share their knowledge about topics important to you. Bring your own brown bag lunch; dessert and coffee are on us. This is a free event. Presented in partnership with PacificSource Health Plans.
May 5: Social Security Strategies + 4 Common RMD Mistakes
With Erika James, Investment Adviser Representative
Not sure when to start your Social Security benefits? Now? Or later? Confused about when you need to start your Required Minimum Distributions (RMD’s)? Join us for an update on Social Security, the Secure Act and RMD changes. Erika has provided timely information and guidance for over 20 years to retirees and those still planning their retirement.
Lunch & Learns: Feed your body & mind as local experts share their knowledge about topics important to you. Bring your own brown bag lunch; dessert and coffee are on us. This is a free event. Presented in partnership with PacificSource Health Plans.
Larkspur Community Center 1600 SE Reed Market Road Bend Oregon 97702