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Breakfast in Bed Digital Event

October 9 @ 9:30 am - 10:30 am

breakfast in bed

We have organized a weekly digital gathering for those of you who have concerns, thoughts to share or just want to stay in touch. Janice and other members of the team have prepared useful and unique information to start the conversation and we encourage all of you to participate.

As you know, the presidential election is getting closer and, depending on the outcome, there is potential for tax rate changes in the near future. Janice wants to take this opportunity to discuss her thoughts on Roth conversions and why now may be a good time to evaluate if a Roth conversion strategy is right for you.


October 9
9:30 am - 10:30 am