CRT/ROTH Conversion Strategy
Tuesday, Feb 1, 2021, 11:00 am to 12:45 pm
Register for the webinar
Have you wanted to be more charitable but are worried about what impact that will have on your income in retirement and ultimately your legacy?
If yes, you should join us on March 3rd for an informational webinar on how to be charitable yet only disinherit the government.
In this 45 minute webinar, you will learn tried and true time-tested strategies that could allow you to accomplish your goals.
Meet the Speakers
We’d love to engage with you
Since 1979, RFS continues to build a team of diverse and experienced advisors that are committed to exceeding client expectations, by delivering more than they promise.