Managing Your IRA and Avoiding Mistakes
Alex Menassa, MT, CPA, JD, SFP of Szarka Financial presents:
Monday, August 24
7:00pm - 8:00pm
Westlake Porter Public Library
Dover RoomExplore:: Strategies that address market volatility. Considerations related to Required Minimum Distributions (RMDs). Strategies to simplify estate settlement and transfer of assets.
Alex Menassa, MT, CPA, JD, Senior Financial Planner of Szarka Financial presents:
Avoid mistakes with managing your IRA
Explore strategies that may help address market volatility
Review common considerations related to Required Minimum Distributions (RMDs)
Learn approaches that may help simplify estate settlement and transfer of assets
Securities offered through Registered Representatives of Cambridge Investment Research, Inc.,
a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment
Research Advisors, Inc., a Registered Investment Advisor. Szarka Financial and Cambridge
are not affiliated. Cambridge does not offer tax advice.
AGE GROUP: | Adults |
EVENT TYPE: | Education/Lifelong Learning | Business and Personal Finance |
Westlake Porter Public Library
Westlake Porter Public Library is an independent public library serving the residents of the city of Westlake, western Cuyahoga County and eastern Lorain County. The library is located at 27333 Center Ridge Road in Westlake, Ohio. Anyone who lives, works, owns property, or goes to school in Ohio can register for a free library card.