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In this class we will be highlighting important topics to consider
with your investments such as Roth IRAs vs Pre-tax IRAs, Roth
conversions, charitable giving, taxes, capital gains and tax-loss
rules, gifting to kids and grandkids and the different accounts you
can consider for helping the next generation. Free, but you must
pre-register.
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Free, but you must register
Activity Secondary Category
Adult
Location
CC Room 106 at Community Center
Instructor
Ferrito & O'Gorman Financial Group Matt Yerkes
August 19, 2026
Wednesday
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Ages 18-255 · Co-Ed
Community Center
W152 N8645 Margaret Road MENOMONEE FALLS, WI 53051 View Map
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finance [/finance]
courses
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11/01/2026 Last update