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DTSTART:20230906T160000Z
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SUMMARY:Roadmap to Retirement-
DESCRIPTION:Roadmap to Retirement- Top IRA Planning Mistakes to Avoid.  \n\nExclusive to Niles Chamber members. \n\nPresented by Doug Orton\, MFS Investment Management \n\n\n\nBe future ready!  Let's openly discuss commonly made IRA planning mistakes that put retirement plans in jeopardy and threaten client/advisor relationships.  This seminar can help your your be more knowledgeable and proactive to make the most of your IRA savings.  We will focus on problem areas\, including beneficiary designations\, spousal inheritance options and IRA\, Roth IRA and RMD issues.  \n\n\n\nThere will be time for general questions and answers and schedule individual meetings with Hokin Advisors.
X-ALT-DESC;FMTTYPE=text/html:<span style="font-size:14px\;">Roadmap to Retirement- Top IRA Planning Mistakes to Avoid.&nbsp\;&nbsp\;<br />\nExclusive to Niles Chamber members.&nbsp\;<br />\nPresented by Doug Orton\, MFS Investment Management&nbsp\;<br />\n<br />\nBe future ready!&nbsp\; Let&#39\;s openly discuss commonly made IRA planning mistakes that put retirement plans in jeopardy and threaten client/advisor relationships.&nbsp\; This seminar can help your your be more knowledgeable and proactive to make the most of your IRA savings.&nbsp\; We will focus on problem areas\, including beneficiary designations\, spousal inheritance options and IRA\, Roth IRA and RMD issues.&nbsp\;&nbsp\;<br />\n<br />\nThere will be time for general questions and answers and schedule individual meetings with Hokin Advisors.&nbsp\;&nbsp\;</span>
LOCATION:Virtual Lunch & Learn Click on this link to register and access the meeting. Start this meeting by navigating and logging into Fugent at the following link: https://app.fugent.com/t/key/p1RUcQDoclp5KJO44QbJqTUJ Call in with the following information: Teleconference Number: 1-646-558-8656 Teleconference Code: 895 224 760 55
UID:e.151.5607
SEQUENCE:3
DTSTAMP:20260429T142630Z
URL:http://business.nileschamber.com/events/details/roadmap-to-retirement-5607
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