Date and Time
Wednesday Sep 6, 2023
11:00 AM - 12:00 PM CDT
Wednesday, September 6th
11:00 AM virtual meeting start time
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
Fees/Admission
This is FREE for Niles Chamber members.
Registration is appreciated for planning purposes.
Description
Roadmap to Retirement- Top IRA Planning Mistakes to Avoid.
Exclusive to Niles Chamber members.
Presented by Doug Orton, MFS Investment Management
Be 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.
There will be time for general questions and answers and schedule individual meetings with Hokin Advisors.
