InFocus Financial Advisors Presents
“Finally a Tax-Smart Retirement Plan! A Savvy Roth Conversion Strategies Class”
at Lewes Public Library
As retirement approaches, understanding the nuances of taxation can significantly impact one’s financial security. To equip current and future retirees with essential knowledge, InFocus Financial Advisors, Inc. is proud to present the class “Finally a Tax-Smart Retirement Plan! A Savvy Roth Conversion Strategies Class” hosted at the Lewes Public Library on Thursday, October 10, from 1:00 PM to 2:00 PM.
Led by Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Robert Jeter, the class will delve into the intricacies of Roth IRA conversions, offering invaluable insights into optimizing tax efficiency and maximizing growth potential during retirement.
The “Finally a Tax-Smart Retirement Plan! A Savvy Roth Conversion Strategies Class” class will cover the following key topics:
The Roth IRA rules most people get wrong and how to navigate them.
How to determine the appropriate times to utilize Roth IRA Conversions to reduce the total taxes paid over your lifetime and keep more money in your family.
What you may be missing about optimizing your tax strategy during your retirement years.
Space is limited! Registration to attend the workshop is done online at: https://retireinfocus.com/roth-conversion-
strategies/.
For more information about the workshop or to reserve a seat, please contact Jessica Grangier of InFocus Financial Advisors, Inc. at jessicag@retireinfocus.com.
Robert Jeter Financial Advisor offering securities and advisory services offered through Cetera Advisors LLC,
member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate
ownership from any other named entity.
Event Details:
Date: Thursday, October 10, 2024
Time: 1:00 PM – 2:00 PM
Location: Lewes Public Library, 111 Adams Ave., Lewes, DE
About InFocus Financial Advisors, Inc.:
InFocus Financial Advisors, Inc., is committed to providing proactive planning and investment services to
create retirement success for its clients. With a team of experienced professionals, InFocus offers advanced
financial expertise while prioritizing cost-effectiveness.
For media inquiries, please contact:
Jessica Grangier
Client Experience Associate
InFocus Financial Advisors, Inc.
31454 Winterplace Parkway, Salisbury, MD 21804
Phone: 410-677-4848
Email: jessicag@retireinfocus.com
