Smart Financial Events
Browse our upcoming workshops, webinars, and conferences
Events
Wednesday, October 22 – 6:30 p.m. to 8:30 p.m. – 110 Grill, Wrentham MA
+ Event description
Description
You are cordially invited to join us for a Complimentary Dinner
Event at 110 Grill Wrentham. We have enclosed complimentary
admission tickets for you and your adult guest. Seating is
limited, so please guarantee your space now by using one of
the convenient RSVP options listed below.
IF YOU HAVE A TRUST AS PART OF YOUR ESTATE PLAN AND HAVE AN
IRA, YOU HAVE A PROBLEM! But not with a Roth IRA.
That is why everyone wants a large Roth IRA account!
The content presented or offered through handout materials is provided for
information purposes only, is not a guarantee of future success, is subject to
change, and is not intended to serve as the basis for financial decisions. Not
affiliated with or approved, endorsed, or authorized by the Social Security
Administration or any other government agency.
DINNER
WEDNESDAY OCTOBER 22nd
6:30 PM
EXCLUSIVE ONE
NIGHT ONLY EVENT
110 Grill Wrentham
25 Ledgeview Way
Wrentham, MA 02093
All attendees will receive
a FREE copy of
Smart Financial Longevity Planning
by Paul Mauro
Why Consider a Roth IRA Conversion Now?
- Future tax rates are unknown
- Reduce Required Minimum Distributions
- Potentially lower IRMAA (income adjustments for Medicare)
- Eliminate income tax penalties on trust beneficiaries
- Increase the size of your children’s beneficiaries
- Reduce estate and death taxes through a Roth Conversion
Wednesday, November 12 – 6:30 p.m. to 8:30 p.m. – 110 Grill, Woburn MA
+ Event description
Description
You are cordially invited to join us for a Complimentary Dinner
Event at 110 Grill Woburn. We have enclosed complimentary
admission tickets for you and your adult guest. Seating is
limited, so please guarantee your space now by using one of
the convenient RSVP options listed below.
IF YOU HAVE A TRUST AS PART OF YOUR ESTATE PLAN AND HAVE AN
IRA, YOU HAVE A PROBLEM! But not with a Roth IRA.
That is why everyone wants a large Roth IRA account!
The content presented or offered through handout materials is provided for
information purposes only, is not a guarantee of future success, is subject to
change, and is not intended to serve as the basis for financial decisions. Not
affiliated with or approved, endorsed, or authorized by the Social Security
Administration or any other government agency.
DINNER
WEDNESDAY NOVEMBER 12th
6:30 PM
EXCLUSIVE ONE
NIGHT ONLY EVENT
110 Grill Woburn
369 Washington Street
Woburn, MA 01801
All attendees will receive
a FREE copy of
Smart Financial Longevity Planning
by Paul Mauro
Why Consider a Roth IRA Conversion Now?
- Future tax rates are unknown
- Reduce Required Minimum Distributions
- Potentially lower IRMAA (income adjustments for Medicare)
- Eliminate income tax penalties on trust beneficiaries
- Increase the size of your children’s beneficiaries
- Reduce estate and death taxes through a Roth Conversion