How can you foster a culture of financial wellness and support to help your work force better manage their money during these critical times and in the future?
Join Broadview FCU and Broadview Wealth Management as we present Q3 & Q4, 2023 Financial Wellness Educational workshop series.
Our monthly workshops are open to all employees regardless of if they are a current member of the credit union. What is a Roth IRA? - In this session we discuss the difference between a traditional IRA and a Roth IRA, how to take advantage of qualified distributions, and funding your Roth IRA with annual contributions. Topics will also include when and how to convert a Traditional IRA to a Roth IRA, and tax benefits of a Roth IRA. Date: Wednesday, Sept 27 Time: Noon – 1 p.m. Register Here