Financial Planning Basics - Menomonee Falls, WI 2026

Description

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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.

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
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