IRA Planning and Strategies

Date: Thursday, October 4, 2018
Time: 12:00pm - 1:15pm
Location: Courtyard Marriott
Speaker: Panel: Brent Shakespeare, Josh Savage, Phillip Gubler

IRA's and other tax qualified plans can and should be a significant part of most families financial plan.  Refresh all those rules and details as well as learn about some new planning tools and strategies we can use as a result of the new tax code as well as conversion ideas and inherited IRA strategies and best practices.

Panel discussion from:

Brent Shakespeare, MB, AAMS, Financial Advisor with Raymond James 

Josh Savage, CPA, Savage, Esplin, Radmall

Phillip Gulber, Attorney with Jensen Bayles

Don't miss this lunch!

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