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DIY Financial Planning

Achieve your financial goals. Learn about accessible and affordable tools for personal financial planning and get your questions answered. R

This program led by Karen Chan of Karen Chan Financial Education and Consulting; LLC.
It will introduce participants to free and affordable tools to help answer questions such as:

"Should I convert my retirement account to a Roth?"

"Should I save this money or pay down debt?"

"Is refinancing my mortgage worth the expense?"

"When should I claim Social Security?"

"Am I withholding enough for taxes this year?" 

R = Registration required.

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