It’s not just taxes, either. Financial issues are a lifetime struggle for many people. Am I saving enough? Are my accounts in order?
That’s why USAgencies is hosting a Feast&Forum throughout April, which is Financial Literacy Month! Every Wednesday, USAgencies Credit Union will be talking about some of the most important aspects of being financially literate while you get to enjoy a brown bag lunch.
Each event will be hosted at the Credit Union, located on 95 SW Taylor Street. Take a look at what you will be learning about during the month of April:
APRIL 1ST: Investing Concerns in a Fragile Market – Take a deep dive into common investing mistakes and discuss the importance of asset allocation.
APRIL 8TH: Roth IRA – Learn the benefits of Roth IRAs and how they are different from Traditional IRA; plus learn about the TSP option with a Roth.
APRIL 15TH: Understanding Retirement Plan Rollovers – We’ll cover rolling over 401(k)s, IRAs, TSP accounts, and others.
APRIL 22ND : Asset Allocation – Discussion on how to utilize asset allocation to work toward your short, mid, and long-term goals; plus we’ll look at the TSP L-Funds.
APRIL 29TH : Transition to Retirement – Learn ten critical factors to help you plan for your retirement.
For each week you register and attend a Feast&Forum session during Financial Literacy Month, you’re entered to win a $100 Certificate of Deposit (6-month term!)
All of these sessions are free and open to the members and non-members alike. Brown Bag Lunches are limited to 20 people and Webinars are limited to 50 people.
Be sure to RSVP for the seminar or webinar you want to attend. Following the prompts and you’re on your way! You can also RSVP by connecting with Kasey Rockwell at (503)275-0346