Ameriprise Financial Seminar

   Agenda | Posted on April 24, 2015

Wednesday, April 29, 2015
12 p.m.
Ad Building, Room 306

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

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



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