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Image for event: IRA Planning and Pitfalls to Avoid: A Virtual Presentation

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IRA Planning and Pitfalls to Avoid: A Virtual Presentation

2020-10-08 18:00:00 2020-10-08 20:00:00 America/New_York IRA Planning and Pitfalls to Avoid: A Virtual Presentation Learn about the issues many retirees will face, including rollover company retirement plans, when and how to take income from an IRA, and when and how much income might be taxable. Please register. Zoom Virtual Presentation -

Thursday, October 08
6:00pm - 8:00pm

Add to Calendar 2020-10-08 18:00:00 2020-10-08 20:00:00 America/New_York IRA Planning and Pitfalls to Avoid: A Virtual Presentation Learn about the issues many retirees will face, including rollover company retirement plans, when and how to take income from an IRA, and when and how much income might be taxable. Please register. Zoom Virtual Presentation -

Learn about the issues many retirees will face, including rollover company retirement plans, when and how to take income from an IRA, and when and how much income might be taxable. Please register.

Presented by James C. Sexton III, CFP, CFS and Gage Paul, CFP, RICP, EA, financial planners with Western Reserve Capital Management.

·         This program will be presented on Zoom.

·         You will receive an e-mail with the participation weblink 3 days before the program. Please contact the Library if you are unable to attend.

·         If you do not have an e-mail address, please contact the Nordonia Hills Branch at 330-467-8595 to learn how to participate by phone.

·         A webcam and microphone may be necessary to participate fully in this interactive event. If you have one or neither of these, your participation may be limited.

Venue details


This program will be presented online as a Zoom event. Please register, and you will receive a Zoom event link via email. Please do not share the web link for this program. If someone else is interested in attending, please have them contact the library to register.

Please log in 10 minutes prior to the program to check your computer connection. A webcam and microphone may be necessary for participation in this interactive event. If you have one or neither of these, your level of participation will be limited.

Please contact the library if you decide not to attend.

As with any virtual event, use reasonable caution when sharing any information online.