Workshops

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Classroom full of adults

 

To Roth or Not to Roth?  That is the IRA Question.

You are invited to learn about:

  • The differences between a Traditional IRA and a Roth IRA
  • Why would I need an IRA?
  • The benefits of a Traditional IRA
  • The benefits of a Roth IRA

We will also have a Q&A session at the end of the presentation.

Hosted by Amanda Kong Phimmachack, CFP®, Certified Financial Planner™. Kong has been an investment representative of EECU Member Investment Services for over 13 years and an employee of EECU for 19 years.

 Date  Time  Location
 Tuesday, February 11, 2020  6 p.m.

 EECU Sunnyside Branch

 5640 E. Kings Canyon

 Fresno, CA 93727

RSVP to Kristen Kerns 559-437-7816. Reserve your place today!

A. Kong Phimmachack is a registered representative with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. EECU and EECU Member Investment Services are not registered as a broker-dealer or investment advisor. Registered Representatives of LPL offer products and services using EECU Member Investment Services, and may also be employees of EECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of EECU or EECU Member Investment Services. Securities and insurance offered through LPL or its affiliates are:
 
 Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations  May Lose Value

Customized EECU Workshops

We offer a variety of workshops for students and adults of all ages. EECU provides all the resources for this exciting and educational training program presented to school classrooms, community groups and more.  Learn more about our award-winning Wise Up program, our Fun with Money program, our Credit Wise workshop, and more by clicking here.

 

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