april, 2019

03apr5:50 pmFeaturedDinner & Wine Tasting Event - New Financial & Tax Strategies for 2019

Event Details

Join us for a complimentary Dinner & Wine Tasting as we will discuss new Financial and Tax Strategies in 2019.

We will discuss:

  • How to convert your taxable IRA or 401(k) into a tax-free Roth IRA with no out of pocket expense
  • Three steps to guarantee your income in retirement.
  • How to avoid the needless Required Minimum Distributions from your IRA and 401(k)
  • How to avoid paying high premiums on your life insurance policies
  • Helping your heirs avoid high costs of probate and estate taxes
  • The importance of having a financial and estate plan.


(Wednesday) 5:50 pm


Seasons 52

3 Oak Brook Center Oak Brook, Illinois 60523

RSVP to event

YesChange RSVP

Who is coming to the event


Make sure to RSVP to this amazing event!

Comments are closed.