Money 101: Living Intentionally With Your Money

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Join us on Monday, April 22 at 7 PM online for a free one-night class on how to live intentionally with your money. This session will focus on how to plan for expenses and how to save intentionally so you can spend more freely.

• How to take money out of accounts properly when you want to use it (i.e. how taxes work on taking money out on accounts, risk involved, time horizon on accounts, etc.)
• Charity, gifting rules and laws, and different, unique ways to gives (and some tax advantages of it)
• Social security: How to think about it when you’re young, in the middle of your career, and if you are about to draw.  What factors affect the age you withdraw?  Unique social security rules?

A Q & A session will come at the end for you to also ask any questions you might have. It will be a highly practical session. Sign up below if you are interested in attending or have any questions and we will send you the Zoom link shortly.