12:15pm in the Fellowship Hall. Lunch provided.

Join us for a Personal Finance seminar with Jason Backus - J. Backus, Associate Financial Advisor at Norton Financial, Inc.

Learn about budgeting, retirement planning, tax planning, and retirement income.

Budgeting

• Emergency Funds/Savings

• Tithing 

• Paying off debt to increase cash flow

• Investing and how much should I invest

Planning for Retirement

• 401K/IRA/403B

• Roth vs Traditional

• Non-retirement accounts

Retirement

• Using accounts to generate monthly income

• Required Minimum Distribution (RMD)

Tax Planning

• Qualified Charitable Distributions

• Donor-Advised Fund

• Why use a CPA

RSVP: info@mckendreeumc.org