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Learn at Lunch: The Techniques and Advantages of Investing in Roth IRAs and Roth 403(b) plans
12:30 PM to 1:30 PM
Statistics indicate that only a tiny percentage of working-age investors own Roth IRAs or workplace Roth accounts, an unfortunate situation that arises from lack of information about them. This presentation will supply you with a framework for recognizing the advantages of Roth plans, knowledge how they operate, understanding when to use them instead of the conventional alternatives, and the tools to evaluate them in light of your own circumstances.
Both Roth IRAs and SCU's Roth 403(b) plan will be covered in this session.
|Facilitator: Joe Crowley, SCU Financial Counselor|
475 El Camino Real
Manresa Learning Center