Description

Stephen Koda is hosting a free educational session on Roth conversions as part of his Money Clarity Series. The session is not designed as a lecture but rather a collaborative effort to learn and identify ways to make better financial choices. Expect live polls, quick 'you decide' scenarios, and open Q&A woven throughout, not just at the end. Come ready to participate. This session covers general concepts related to Roth conversions, including how they work, common rules to be aware of, and factors individuals may wish to consider. This session is for general educational purposes only and does not constitute personalized investment, tax, or legal advice. No products or services are offered, sold, or solicited at this event, and no personalized recommendations will be made to attendees. Individuals should consult their own qualified financial, tax, or legal professional regarding their specific circumstances before making any decisions. The event will take place in the basement of the Twinbrook library. Enter through the front and walk down the stairs to your right.