Advertisement
Join us for this complimentary, client-only event Storen Financial's Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect your current and future tax situations: Roth conversion, Qualified Longevity Annuity Contracts, and Qualified Charitable Distributions.Class is limited to 15 participants.
Click here to learn more: https://storenfinancial.com/event-the-trifecta-of-tax-planning-july-25/
Advertisement
Event Venue & Nearby Stays
1120 W Oak St, Suite 200, Zionsville, IN, United States, Indiana 46077
