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Event | Financial Planning

Wings Financial Advisors: Roth IRA Conversions Webinar

Older couple sitting at their kitchen counter looking at a laptop
Roth IRAs have become a popular retirement savings tool.  Learn more about how to determine if a Roth conversion may be a good fit for your financial strategy in this complimentary workshop.

Presented by Jeff Petronack, Wealth Advisor - CFP® RICP®

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wings Financial Credit Union and Wings Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wings Financial Advisors, and may also be employees of Wings Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wings Financial Credit Union and Wings Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Event | Financial Planning

Wings Financial Advisors: Roth IRA Conversions Webinar

Date
Thursday, October 6, 2022
Time
11:00 AM - 12:00 PM CST

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