A Golden Opportunity to Roth Convert and Rebalance

Date: Thursday, March 18, 2021
Time: 11:00am – 1:00pm
Instructor: Frank Oliver
Sponsor: TBD
Location: Zoom
CE Credit: None
Cost: FREE

  • Covid-19 has created a massive tax opportunity we haven’t seen in decades
  • Engage in a candid 1-on-1 with the area’s foremost Roth Conversion Practitioner
  • Discover the silver lining following Market Corrections
  • Uncover Top Secrets that Wall Street doesn’t want you know.