Complimentary Dinner Seminar:
IRA Rollover and Investing Strategies

Date: September 19, 2012
Time: 6pm-8pm
Location: Marriott Hotel, Downtown, Seattle, WA
Event Contact: Celina Bradshaw, 206-464-2844

Event Description:
Merrill Lynch Wealth Management invites you to join us for dinner and an insightful and informative roundtable discussion on “IRA Rollover and Investing Strategies”.

  • 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

SPEAKERS: 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
Register to Attend