1:45 - 3:30
Watch this live Virtual Library presentation together on Excelsior Branch Library's big screen. Staff will be on hand to assist with participating and submitting questions. This is a great way to learn about the library's many virtual programs.
Saving for retirement is important, and this presentation will get into the facts about 401(k)s, 403(b)s, SEP-IRAs, SOLO 401(k)s, Traditional and Roth IRAs and other tax-advantaged savings opportunities.
About the speaker: Heather C. Liston, CFP®, EA, is the Principal at Clarity Financial, a woman-owned, fee-only financial planning firm based in San Francisco. She works with individuals and couples on retirement planning; equity compensation; tax planning; risk management; investments; budgeting, saving, and debt management; and more. She also prepares tax returns and teaches courses in financial planning and income tax.
Space limited. Reservations recommended but not required.