Event Details

Town Hall Investing Q&A
Description - Join us for this valuable Town Hall style event focused on investing, retirement, and the market. Our special guest will be Jay Hokanson, CFP, who provides wealth management services to many UMCU members. During this interactive session, Jay will answer questions about important topics such as:
  • The outlook for the market for 2024
  • How Social Security and Medicare fit into your retirement plans
  • Traditional IRA vs. Roth IRA – which is better for me?
  • How to determine the best asset allocation
  • And much more
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