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Today

12:00 PM - 1:00 PM -- Zoom Session CHPV Wednesday Drop-in | Professional Financial Assistance

When:

Wednesday, April 13, 2022, 12:00 PM until 1:00 PM

Where:

Zoom it from your computer or mobile device!!
Chicago Hyde Park Village | Website
IL

Event Contact(s):

CHPV OFFICE

773-363-1933 (p)

Category:

Chicago Hyde Park Village

Registration is not Required

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Investing and Professional Financial Assistance for Older Adults

Josh Lindsey, Regional VicePresident, Primerica Investments

Why I might want one, how to find one, what are the differences between them, how to determine that they will not be a scam or phishing, etc., how to prepare for the appointment for financial assistance.
Josh concludes the discussion with a brief time addressing investing wisely (which investments to take Required Minimum Distributions from, taking an RMD as a Qualified Charitable Distribution and avoiding taxes on it) and socially and ethical, responsible investments.

In recognition of the 20th Anniversary of the Money Smart Week - April 9-16, 2022.

Registration Not Required

Email info@chpv.org for further information and Zoom Meeting ID.

All are Welcome. Invite a Friend.