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
kim.d.wooden@ampf.com
269-687-2500
Kim D. Wooden, CPA, MBA
kim.d.wooden@ampf.com
269-687-2500