Financial Literacy Month

April Seminars & Webinars

Increase your financial knowledge by joining us for our Financial Literacy Month of Feast&Forum financial seminars and webinars.

When:
  • Every Wednesday in April from noon – 1pm
Where:
  • Brown Bag Lunch at the Credit Union: 95 SW Taylor Street | Portland, OR 97204
  • Webinar: join us remotely, wherever you are!

Want to Sign Up?
RSVP by clicking the link below for the seminar or webinar you’d like to attend – just follow the steps when prompted and you’ll be all set! Or, you can RSVP to Kasey Rockwell at (503) 275-0346 – or – events@usacu.org.


 

April 1 – Investing Concerns in a Fragile Market
Take a deep dive into common investing mistakes and discuss the importance of asset allocation.

April 8 – Roth IRA
Learn the benefits of Roth IRAs and how they are different from Traditional IRAs; plus learn about the TSP option with a Roth.

April 15 – Understanding Retirement Plan Rollovers
We’ll cover rolling over 401(k)s, IRAs, TSP accounts, and others.

April 22 – Asset Allocation
Discussion on how to utilize asset allocation to work toward your short, mid, and long-term goals; plus we’ll look at TSP L-Funds.

April 29 – Transition to Retirement
Learn ten critical factors to help you plan for your retirement.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s