SnoCope's Award Winning Financial Wellness Program for 2024
This program is available to SnoCope members, our employer groups and the surrounding community. We have a complete brochure that has our program for 2024 and additional details, click here to view and print.
Our seminars are held virtually (via Go ToWebinar), but you can attend in person if you choose, just call the branch to register or click here to email Tracey in our Marketing Department. Each topic is presented twice once at 10AM and again at 12PM, unless a special topic and then only at 12PM. The information presented is the same between the two sessions.
To self-register:
- Choose the topic you're interested in
- Pick what time works best for your schedule
- Click on the "Click here" next to each title/time
- This will take you to the registration page, just fill out the information
- Or you may contact Tracey Johnson. Phone: 425-405-9983 / Email: Tracey@SnoCope.org.
- Be sure to provide the name of the seminar you wish to attend, the date, your name, your email & your phone.
- We ask for an RSVP so we can send you an email invite to self-register.
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November 20, 2024 Savvy IRA Planning
How does my IRA fit into my overall plan? When do I need to take withdrawals and how much do I have to take? Learn the rules for indirect and direct rollovers; IRA rollovers; the stretch IRA, Net unrealized appreciation transactions. You will learn the six different option your retirement plan funds; SECURE Act changes to IRA planning; when to leave assets in a company retirement plan; when to roll over an IRA; when to convert to a Roth IRA.
To self-register for the 10AM Session click here.
To self-register for the 12PM Session click here.
To watch in person at the branch, email Tracey by clicking here.
