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Managing Your Finances & Tax Considerations

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A one-hour awareness session that provides practical takeaways in a flexible timeframe
  • 1 Hour
  • Seminar
  • General Audience


Many aspects of your finances have tax considerations that can benefit you. This course will outline some of those considerations related to savings and investments, including before-tax and after-tax contributions to various savings vehicles, and differences in how interest income, dividends, and capital gains are taxed.


A 1-hour instructor led training session that combines lecture elements with a variety of engaging elements like Q&A, group discussion, as well as polling and chat functionality when delivered virtually