g:i aDinner & Wine Tasting EventLauren Jankowski

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.


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Seasons 52

3 Oak Brook Center Oak Brook, Illinois 60523

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