Upcoming Events

 

FREE ONLINE FINANCIAL BOOT CAMPS

Sign up now for our FREE financial boot camps. You won’t break a sweat like those gym boot camps, but you will become financially stronger and learn how to flex your money muscles!

All events are online and begin at 12 noon.


How to FIRE Part 2: Distribution Strategies for an Early Retiree

Friday, April 24 from 12 noon – 1 pm

Presented by Alex Oliver, CFP, First National Corporation

In late 2018, we conducted a webinar that summarized many of the strategies necessary in order to retire in your 40’s or 50’s. In this webinar, we will discuss how to live off of your retirement accounts tax-efficiently, ensuring that you are able to stretch your dollars for the increased time horizon. Included in this webinar will be the use of HSA’s during retirement, Roth conversions, step up in basis on taxable accounts, and how charitable contributions or leaving an inheritance behind may factor into your plan.