April Seminars & Webinars
- Every Wednesday in April from noon – 1pm
- Brown Bag Lunch at the Credit Union: 95 SW Taylor Street | Portland, OR 97204
- Webinar: join us remotely, wherever you are!
Want to Sign Up?
RSVP by clicking the link below for the seminar or webinar you’d like to attend – just follow the steps when prompted and you’ll be all set! Or, you can RSVP to Kasey Rockwell at (503) 275-0346 – or – email@example.com.
April 1 – Investing Concerns in a Fragile Market
Take a deep dive into common investing mistakes and discuss the importance of asset allocation.
April 8 – Roth IRA
Learn the benefits of Roth IRAs and how they are different from Traditional IRAs; plus learn about the TSP option with a Roth.
April 15 – Understanding Retirement Plan Rollovers
We’ll cover rolling over 401(k)s, IRAs, TSP accounts, and others.
April 22 – Asset Allocation
Discussion on how to utilize asset allocation to work toward your short, mid, and long-term goals; plus we’ll look at TSP L-Funds.
April 29 – Transition to Retirement
Learn ten critical factors to help you plan for your retirement.