New Year, New Financial Opportunity. Is a Roth right for you?

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.

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