The New Year rings in a new financial planning strategy that could be right for many of you. Roth IRAs can play an important role in retirement and estate planning because they are a tax-free growth vehicle and there are no required minimum distributions. We understand that a Roth conversion is a complex and difficult decision. Join Bruce Helmer, president of Wealth Enhancement Group to learn about Roth IRA basics, the tax code changes and the pros and cons of a conversion. Bruce will go over important points about how to tell if a Roth might be right for you. To register please call 888-249-6971.
2/23/10 – Wayzata Country Club, 4-6 p.m.
200 Wayzata Boulevard West, Wayzata, MN 55391
2/24/10 – North Oaks Country Club, 4-6 p.m.
54 East Oaks Road, North Oaks, MN 55127
2/25/10 – Crystal Lake Country Club, 4-6 p.m.
16725 Innsbrook Drive, Lakeville, MN 55044
3/4/10 – Wealth Enhancement Group Office – Mankato, 4-6 p.m.
810 Madison Avenue, Mankato, MN 56001
(Next to the Twin Valley Boy Scout Building)
3/9/10 – Des Moines Country Club, 4-6 p.m.
1600 Jordan Creek Pkwy, West Des Moines, IA 50266
3/11/10 – St. Cloud Country Club, 4-6 p.m.
301 Montrose Road, St. Cloud, MN 56301
3/16/10 – Rochester Country Club, 4-6 p.m.
3100 Country Club Road SW, Rochester, MN 55902
3/18/10 – The Lodge, 4-6 p.m.
6967 Lake Forest Road, Brainerd, MN 56401
