On the third Friday of every month, please join Osaic for an engaging hour filled with delicious pizza and insightful financial planning education. Curt will guide you through an array of topics, including IRAs, Annuities, Asset Protection, the 529 College Savings Plan, and so much more!
Mark your calendars for our inaugural Lunch N' Learn session!
- Who: Employees of the Bank
- When: January 17, from noon to 1pm
- Where: 1st Floor Conference Room, Operations Center
- Discussion Topic: Why Everyone Needs a Roth IRA
Enjoy complimentary pizza and don't forget to bring your favorite drink! Ready to secure your spot? Fill out the form below to RSVP now—spaces are filling up fast!