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Top IRA Planning Mistakes to Avoid
Location:Scordato's Pizzeria: 4911 N Stone Ave (River & Stone)
Date:Wednesday, October 30, 2019 - 6:00pm - 8:00pm
Please join us for 12 IRA Planning Mistakes to Avoid, presented by Chris Rafferty, MFS Investments.
In this educational workshop, we will be discussing 12 IRA Planning Mistakes to Avoid including:
The Stretch Distribution Option
Net Unrealized Appreciation
Dinner will be served, and you are encouraged to bring a guest
who you believe will benefit from this topic.
Seating is limited and we will begin promptly at 6PM.
Please RSVP to Mary Schulz at 520-468-7587 or firstname.lastname@example.org
12 IRA Planning Mistakes to Avoid
Wednesday, October 30, 2019
4911 N Stone Ave
(River & Stone)
MFS Investments, Schulz Financial Group and LPL Financial are separate entities.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.