Date/Time
Date(s) - 06/27/2019
12:00 pm - 1:00 pm
Location
Irvine Auditorium Cafe 58
Categories
FINANCIAL WELLNESS WORKSHOPS (Sponsored by MetLife, facilitated by Albert Corrato, Jr., Certified Financial Planner Professional from Creative Financial Group)
Making Sense of the Roth: Is It Right for You Workshop
Thursday, June 27, 12:00pm – 1:00pm, Irvine Auditorium, Café 58 (3401 Spruce Street)
Explore the basics of a Roth IRA and 403(b) in this financial wellness workshop. Learn about tax diversification, eligibility, contribution and withdrawal rules, and conversion.
To register for all wellness opportunities, visit www.hr.upenn.edu/registration.
Be sure to search for qualifying Bonus Action events to earn Be in the Know points, using:
Bonus Actions 2018 – 2019: Wellness Events
Bonus Actions 2018 – 2019: Financial Wellness Events
For more information, please contact qowl@hr.upenn.edu or visit www.hr.upenn.edu/wellness-worklife.