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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.

Please RSVP by filling out this form:
First Name *
Last Name *
Street Address *
City *
State *
E-mail Address: *
Zip Code *
Phone Number *
Number of Guests *
Date/Location of the Seminar You Wish to Attend? *
Time *
* Required

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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202 West 7th Street, Carroll, Iowa 51401
Phone: 712-792-6400  •  Fax: 712-792-6670
Email: email@sklenar.com

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Securities offered through thinkorswim, Inc., a registered broker dealer and member FINRA/SIPC, 600 West Chicago, IL 60610.
Advisory services offered through Premier Financial Services (PFS) and Redhawk Wealth Advisors, Inc. (RWA). RWA is a registered investment advisor.
Premier FInancial Services, Redhawk Wealth Advisors, Inc. and thinkorswim, Inc. are independent corporations.

We do not give legal advice.

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