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Venue

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Financial Wellness Done Right

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RetireU – Taxes: An Understanding and Planning

November 21, 2024 @ 11:30 am - 12:30 pm 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?