Loading Events
A large green and blue letter U with a navy banner across it displaying the word RETIRE in white capital letters.

Venue

In Person

Organizer

Financial Wellness Done Right

This event has passed.

RetireU: Taxes – An Understanding

November 5, 2025 @ 9:30 am - 10:30 am CST

Know the Rules – Deductions, Dividends and Dependents -Keeping Accurate Records – Save, Shred, or Recycle -What are Required Minimum Distributions -Tax Deferred Programs – The Ins and Outs -Tax Planning Strategies -Year End Planning Checklist -The Future?