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Retirement income PLANNING EDUCATIONAL SERIES 

Lunch Webinar:

Seven Ideas to Manage the RMD Distribution Rules for Owners

Event Information:

Date: April 5, 2023

Time: 1:00 PM

Location: Virtual - Webinar log in details will be sent after registering


Michelle O'Haren, JD, LLM, CPA, CFP, RICP

Please join Senior Retirement Strategy Consultant, Michelle O'Haren when she shares 7 ideas to manage RMD's.

You'll learn:

- Ways to avoid RMD's

- Ways to gift them

-Ways to start them early or late

-Strategies to pick and choose: What IRA to use


Schedule a Quick Call