You responded and we listened!

The huge turnout and feedback from February has led to an encore workshop!

Income Planning Group, LLC invites you to our next Ladies Luncheon. Tom & Mike will quickly review facts from last month and apply strategic thinking for you to consider and question.

The presentation will begin at noon and lunch will be served at 1:00 p.m. Share the wealth and bring a friend! Tom & Mike will be covering items such as:

• How can you minimize investment expenses under new law?
• How you may benefit from a Roth Conversion strategy!
• What will your 2018 investing strategy be now?
• Dividend versus interest income and tax-efficient portfolio construction!

You can expect a fun, interactive session that will last 45 minutes followed by a Q&A session. 

We encourage you to bring guests who may be interested in the subject.   Provide their full name and email address on the form or call Wanda at 763-559-9213.

Reservations are required.