Other, Adult, Classes & Lectures, Literary

Money Matters Financial Literacy Series

Scotts Valley Public Library
Sat Feb 17 10am - 11am Ages: family friendly
OtherAdultClasses & LecturesLiterary401k managementretirement planningTax Planning
Anthony RovaiGeorge Haas

About Money Matters Financial Literacy Series

Learn about a different topic each month with George Haas and Anthony Rovai, financial advisers at Money Concepts Capital Corporation. Sponsored by the Scotts Valley Public Library through the Santa Cruz Public Library system.

November's topic is Retirement Planning and Tax Planning for the year 2017. Learn about 401(K), 403(b), 457, IRA vs. Roth IRA, and SEP Plans. Also the 401K Optimizer, tax efficiency and risk management.

Free and open to the public.

Free Event