You’re encouraged to join us for an informative seminar, The End of Year IRA Checklist. Ensure your IRA is in top shape before the year ends with our essential checklist. From required distributions and Roth conversions to rollover deadlines and accuracy checks, we've got you covered.

Please join us as we host:

The End of Year IRA Checklist

HOSTED BY: A. Sean Bailey, CFP®

Date: October 22nd, 2024

Time: 6:30 pm, Zoom

RSVP: (425) 252-4032 or sign up on our events page

(Zoom link will be forwarded once you are registered)

Your friends are welcome!