ABOUT THIS EVENT

Event Category

Business & Technology

Event Overview

401k, IRA, Roth, Capital Gains, Taxloss Harvesting. Do all these terms confuse you? Are you adequately taking care of your future self? Let me help you get your financial life simplified, organized, and make sure you are planning for retirement in the most tax efficient way.

I've noticed far too many young people want to get themselves sorted but do not follow through. Or if they do end up paying way too much in fees for things that you can very easily do for yourself in a couple hours if guided properly.

We'll go through all the basics that everyone should absolutely be doing - less than 1% of Americans max out their 401k potential! - and I'll walk you through my setup so you can see how easy it is to really get started.

You will leave the session with an understand of how retirement accounts work, how to set one up, and what to put in it

Minimum age

All ages welcome

Location