IRA and Retirement

Money Matter$

Get your financial questions answered by experts with the Money Matter$ series.

Questions about finances and retirement savings?

Learn about Individual Retirement Accounts (IRAs) and Simplified Employee Pension Plans (SEP-IRA) from Helen Zhang. She will share an overview of how you can make progress toward your financial goals —including leveraging retirement savings and how you can save money on business and self-employed taxes. Gain strategies and tips, as well as a chance to review good examples. Having a sound financial plan will help you achieve your personal and business goals. You'll also want to consider how to effectively manage other retirement savings, including former 401K, 403b or IRAs savings.

About the Presenter: Helen Zhang  holds Master’s Degrees in Business and Accounting. She is a Certified Public Accountant (CPA), a Certified Professional with the Society for Human Resource Management (SHRM-CP), Certified Six Sigma Black Belt, and a licensed financial planner. Helen has over two decades of business experience working at  Fortune 500 companies and University of Illinois, and she uses this experience to help families plan and manage their financial lives. Currently, Helen is an active presenter and educator, focusing on accounting, financial planning, personal growth, and leadership subjects, and she teaches accounting courses at the Gies College of Business.

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MONEY MATTER$ | Spring 2024

• Jan 18, IRA and Retirement, 6 pm
• Mar 21, Your Wealth and Health, 6 pm
• May 16, Legal Advice on Property Buying and Renting, 6 pm
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Adults | Workshop, Presentation, Business

Main Library, Robeson Pavilion Room A & B

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