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Complimentary Dinner Seminar: IRA Rollover and Investing Strategies

May 10, 2011 6:00 PM
May 10, 2011 8:00 PM
Merrill Lynch Wealth Management
Polish Home Association aka Polish Cultural Center
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1714 18th Avenue, Seattle, WA, United States, 98122

Merrill Lynch wealth management experts invite you to a complimentary dinner seminar and insightful discussion about retirement preparedness. Please, RSVP to Celina Bradshaw, 206-464-2844

Presenters: Len “Rad” Radziwanowicz, CFP, Senior Advisor, Michael Farnham, CIMA, Vice President, Wealth Management Advisor, Loren Dols, CRPC, Assistant Vice President, Wealth Management Advisor, Brett Hard, Vice President, American Century Funds

Topics will include:

  • Establishing a vision for a fulfilling life in retirement
  • Retirement plan distribution options, including IRA rollovers
  • Tax considerations and investing strategies for your retirement accounts, including Roth IRA conversion
  • Diversification for your portfolio and maintaining a longer-term perspective

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