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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, 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:
