Ameriprise Financial Seminar

   Agenda
   Wed, April 29, 2015 @ 12:00 pm - 01:00 pm
    Administration Building, room 306

Find out which factors to consider before choosing a Roth Conversion.

Ameriprise Financial invites you to join us for a special seminar, Why a Roth IRA, Why Now?

Hosted and presented by Kim D Wooden, CPA, MBA with Ameriprise Financial

During this complimentary, informative seminar you will learn how to:
• Cut through the clutter and decide if a Roth IRA conversion is right for you.
• Understand the value of balancing taxable with tax-free income in retirement.
• Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls.

Space is limited. Please call 269-687-2500 to make a reservation

This is an informational seminar. There is no cost or obligation.
Please plan to attend the following seminar:

WEDNESDAY, APRIL 29, 2015, 12:00 NOON

ADMINISTRATION BUILDING, 3RD FLOOR, ROOM 306



Contact:
   Kim D. Wooden, CPA, MBA
   
   269-687-2500