The new year is a great time to evaluate your 401(k), Roth and Health Savings Accounts to make sure you are optimizing the plans available to you. We will host a noontime lunch and learn opportunity at GVC via Zoom in the John Burgess Conference Room. Bring something to eat and drink and join us on Thursday, January 25 from noon to 1 pm. If you are not able to join the group in Lacrosse but would like to attend please contact Rich to get registered. You may participate as an individual or if you want to set up a video conference for a group at your location. Either way let him know and he will fix you up.
Join Heather Jordan, CFP®, MBA, as she discusses new limits for 2024 and some insightful tips for the new year. In addition, we will discuss tips on the following topics to ensure your year begins with a fresh start: • Reviewing your beneficiaries • Building an emergency fund • Budgeting for the new year Don’t miss out! Start your year off on a strong financial note!