Broker Check
09 June
Webinar Option 1 -- ROTH Techniques, Tax Planning & Investment Strategies

Description

Join Me, Bryant Taylor, for a complimentary Financial Webinar

Helpful Strategies that may  families and business owners in managing their wealth

Questions we will address:

1. I’ve maxed out my ROTH IRA or 401(k) - How do I get even
MORE money into ROTH accounts and why is this important to do?
2. Do Roth Conversions make sense for me now?
3. I’m a business owner - How can I save more than my IRAs and 401k allow? What are my options?
4. What are the Benefits of using a College Savings Plans for my Children's Education Funding

Feel free to invite your friends and loved ones. RSVP today to save your seat.

** Please feel free to call or email with questions about the event.
Looking forward to connecting soon!

Bryant Taylor CFP®, ChFC®
CERTIFIED FINANCIAL PLANNER™ Professional
Wealth Management Advisor

Unique Wealth Strategies
570 Village Center Dr. Ste 203
Burr Ridge, IL 60527
Phone: (630)621-2079 | Email: btaylor@uwsgroup.com


Securities offered through LPL Financial, Member FINRA/SIPC Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor
Group and Unique Wealth Strategies are separate entitites from LPL Financial. JP Morgan, LPL Financial and Unique Wealth Strategies are unaffiliated entities. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Date and Time

Tue, Jun 09, 2020

6:00p - 6:45p CST

Location

Webinar Format via "GoToWebinar"

Note

GoToWebinar Log On Info to be sent with confirmation email! Looking forward to connecting with you! Invite a friend!

PT45M
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Event Registration


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