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Financial Notes
Financial and Retirement Tips and Guidelines
Seminar
May 2, 2024 6:30 PM
at Union Chapel UMC
10123 Valley Road
Bruce Elliott is a C.P.A. who has provided business, accounting, and
income tax services for forty-nine years. He has done work for
individuals and businesses, ranging in size from local entities to
corporations with international sales and exposure. You may be able
to benefit from some of his sharing about ways to manage your
finances, retirement, and income taxes. Please come with interest and
questions as we discuss a range of topics including general income
tax changes, IRA accounts, RMDs, QCDs, and the consideration of gifts
or loans to family members. Other subjects may include identity
protection and the importance of beneficiary review.· Each of us is generous with our time, energy, and resources. We have a specific new way to help Union Chapel UMC. Our electric bills have been higher than expected due to lower temperatures and increased use of our building. If each person gives a small amount we will be able to offset our higher cost. Thank you from the Church Council and Finance Committee for your consideration of this opportunity.
Free Hot Community Meal, May 30th from 4-6pm.