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Lunch 'n Learn
New Rules on Roth Conversion and
IRA Distribution
Tax Strategies
CARROLL Harold Bierl Community Room at the
Carroll Depot, 407 W. 5th St. Carroll, IA
Reservations required.
Thursday, Oct. 15 Noon-1 p.m.
Mending Broken
Nest Eggs
CARROLL Santa Maria Winery
218 W. 6th St. (Hwy. 30 & N. Carroll St.)
Tuesday, Oct. 27 10 a.m. AND 5:30 p.m.
DENISON Boulder’s Conference Center
1215 Donna Reed Dr.
Wednesday, Oct. 28 10 a.m.
AMES Holiday Inn Ames Conference Center
2609 University Blvd.
Thursday, Nov. 12 10 a.m. AND 5:30 p.m.
OMAHA, NE
Veterans Hospital
(Seminar for VA Hospital employees only)
Tuesday, Nov. 24
Time: TBA
Call our office today for reservations or fill out the form below.
Bring your friends too! It’s complimentary! Nothing will be sold at this educational workshop and there is NO cost or obligation.
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Please RSVP
by filling out this form:
or
by calling
712-792-6400 or
TOLL FREE 866-792-6668
Guests
welcome and spouses urged to attend!
Call now,
seating is limited! Reservations required! |
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