Roth Conversions - Are they right for me?

About The Lunch And Learn

Thank you for joining us! 

August 24th Lunch And Learn : 
Should you be doing Roth Conversions?  Find out what the current and long-term benefits are.

We will be continuing to offer these ‘Lunch and Learns’ every 2nd and 4th Tuesday of the month. Look for the following invitations in the weeks to come...

​​​​​September 14th - 12:15PM Preserving Your Net Worth
September 28th - 12:15PM S.S. / Medicare & Supplements

We encourage you to invite a friend. Simply forward them your invitation so they have the registration link to sign up! As always if you have any questions or concerns please do not hesitate to reach out! 

Your Accel Wealth Management Team

  • Todd Manternach


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