We will be having a webinar for learning when the optimal time to implement a Roth conversion would be. The webinar will be on: Wednesday, January 24th at 10AM PST. We'll cover the many changes happening over the last few months. You can sign up for the webinar by clicking below:
Topic: When is the Right Time for a Roth Conversion?
Date: 1/24/2024
Time: 10:00 am PST
Platform: Live Storm
Registration: Link
Hosted by: Wesley Boudreaux
Topics Will Include:
Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to secure their spot at the earliest to benefit from this exclusive opportunity.
For more information or to register for the webinar, please visit this Link or call us at: 800-900-5867.
A little bit more about Wesley Boudreaux
Wesley Boudreaux has been working with corporate clients for more than 20 years allowing him to become very familiar with their retirement benefits plans. This allows him to provide you with a full understanding of your benefits as you transition into retirement.
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.