You're Invited

Upcoming Events

We strive to provide you with financial guidance that will help you move toward your life goals. We hope you’ll join us!

"Zoom-In" with The Todd Group: Estate Planning – What You Should Know NOW

"Zoom-In" with The Todd Group: Roth IRAs – Pay Now To Play Later

Tuesday, July 30, 12:00 PM - 4:30 PM

We will discuss and review the following:

  • Contribution Limits and Deadlines
  • Roth Conversions
  • Backdoor Roth
  • Tax Features

To RSVP, please register for either Zoom time below:

Register for 12:00 noon |  Register for 4:30 p.m.