Oct
21
Learn How to Maximize Your Benefits: An Introduction to Social Security Webinar
Join Bill Tasker, CFA to learn the basics of social security and make sure you are best prepared to not leave money on the table! In this webinar you will learn how to make the most out of your benefits. Sign Up: https://go.levitate.ai/?s=50d9pcbSGU&source=event
Nov
18
to Nov 19
Dec
16
Sep
23
Understanding Your 401(k)
Join Bill Tasker, CFA and Financial Advisor, Michael McEvoy to learn how to make the most of your retirement plan. In this webinar we will cover:
- How a 401(k) works and why it’s important.
- What an employer match is and how to get it.
- The difference between Traditional and Roth 401(k)s.
- What to do with your 401(k) if you change jobs.
- Easy tips to avoid mistakes and grow your savings.