New Seminar Series: Build Your IRA Knowledge
Come join us in a series of five workshops designed to help you take advantage of your retirement income and construct a tax-efficient legacy with your IRA.
The IRA Rollover*
Wednesday, June 28
12 pm - 1 pm
San Francisco Main Branch
IRA Distribution Planning*
Wednesday, July 19
12 pm - 1 pm
San Francisco Main Branch
Traditional vs. Roth IRA Decision*
Wednesday, August 23
12 pm - 1 pm
San Francisco Main Branch
IRA Strategies*
Wednesday, September 20
12 pm - 1 pm
San Francisco Main Branch
IRA Investing*
Wednesday, October 18
12 pm - 1 pm
San Francisco Main Branch
Are you interested in learning more about a particular topic? We're always looking for ways to give you the information you need to get to the next stage of your financial life. Email stallon@patelco.org with suggestions.
Patelco seminars are complimentary and open to the public. Registration is required. Call 415.281.2544 or register online at least 48 hours in advance.
Patelco reserves the right to cancel seminars due to low enrollment and may limit class size. Enrollment will be accepted on a first-call, first-serve basis.
* For specific tax advice, please consult a qualified tax professional.
