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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: Roth IRAs - Pay Now to Play Later

Tuesday, April 1, 12:00 PM - 1:00 PM

Learn how these powerful retirement accounts offer:

  • Tax-Free Growth
  • Qualified Withdrawals
  • Flexible Contribution

Rules we’ll cover:

  • Eligibility
  • Contribution Limits
  • Roth Conversions
  • Tax advantages
  • Strategies to maximize your retirement savings

Whether you’re new to Roth IRAs or looking for advanced insights, this session is perfect for you. Don’t miss out—reserve your spot today!

Click Here To Register!

“Zoom-In” with The Todd Group: Roth IRAs – Pay Now to Play Later

Tuesday, April 1, 4:30 PM - 5:30 PM

Learn how these powerful retirement accounts offer:

  • Tax-Free Growth
  • Qualified Withdrawals
  • Flexible Contribution

Rules we’ll cover:

  • Eligibility
  • Contribution Limits
  • Roth Conversions
  • Tax advantages
  • Strategies to maximize your retirement savings

Whether you’re new to Roth IRAs or looking for advanced insights, this session is perfect for you. Don’t miss out—reserve your spot today!

Click Here to Register!