During this double-session, you’ll learn about seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable; common risks that can throw your financial goals and retirement plans off track; and how to break financial planning into manageable and actionable steps. A confident retirement doesn’t just happen. This complimentary, informative seminar could also help you cut through the clutter and decide if a Roth IRA conversion is right for you; understand the value of balancing taxable income with tax-free income in retirement; and take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls.
Instructor: Mark Morrison
Wednesday, 10/12, 6:00 – 7:30 PM
Location: WHS Room 130