Upcoming Events

 

Join Us for a Complimentary Webinar Tuesday, April 25th, 2023 at 6 PM CST

CONVERT YOUR IRA TO A ROTH WITHOUT PAYING THE TAX

Presenters:
Rodney H. Piercey
David A. Kottler

Summary:

This 58 minute educational webinar was developed for those with more than $500,000 in IRAs and at least that amount in non-qualified investments wanting to learn how to Reduce Taxes, Create More Income and Ensure Your Legacy.

Power of an Expert Review

Presenters:
Rodney H. Piercey
David A. Kottler

Summary:

This 55 minute webinar was developed with Piercey clients in mind. Rodney’s topics include how current and proposed tax changes may impact retirement dollars and how to preserve and protect your estate from shrinking. David will cover life insurance including finding hidden value inside your policy and avoiding a policy crashing like 90% of them typically do.