OrganizerWanda McLevis firstname.lastname@example.org
PresenterTom Wade & Michael Granbois
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.
Date and Time
Thu, Apr 26, 2018
12:00p - 2:00p CST