Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to any of the services described below. These entities and their services are not affiliated with LPL Financial and Twenty Two Wealth Management.
October 27, 2019 10:00a - 3:00p Central Standard Time
If you happen to be going to see the Bears vs. Chargers, come join our tailgate and enjoy some food, fun, drinks, and an occasional celebrity. Try to make this event!
November 14, 2019 4:00p - 6:00p Central Standard Time
Roth Conversion & Craft Beer - Nov 14, 2019: Should you convert your Traditional IRA to a Roth IRA? Why not? The Roth is tax-free. The Roth is not subject to Required Minimum Distributions. Pay tax now… then watch your Roth grow and grow… and never pay taxes… Sounds SIMPLE, right? Of course it’s not. Many different factors make this decision different for everyone. We will be discussing the different parts of the conversion to see if it makes sense for you. We will also have a local CPA on hand to answer some of the tax issues. It’s complicated. It may make sense to do this sooner rather than later. Craft Beer provided. MEETING PLACE TO BE DETERMINED - NAPERVILLE OR OAKBROOK.
COMING SOON - January 2020