(April 14th) WEBINAR – SECURE Act and Roth Conversions with Guest Speakers from Batie and Company Capital Management (Webinar in NM)

Type: seminar Date: April 14 Time: 10:00 AM - 11:00 AM
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE: DESCRIPTION:Monthly Q&A with Jim and Lisa Guest Speakers: Riley McGovern & Charles Randall Batie and Company Capital Management  Speaking on: SECURE Act and Roth Conversions  The Batie and Company Capital Management Advisors will help answer: What is the SECURE Act? How does it affect me and my retirement plans? Why a ROTH conversion might make […] ADDRESS: DTSTART:20200414T100000 DTEND:20200414T110000 URL;VALUE=URI:https://morristrust.com/seminars/april-14th-webinar-secure-act-and-roth-conversions-with-guest-speakers-from-batie-and-company-capital-management-webinar-in-nm/ SUMMARY:(April 14th) WEBINAR – SECURE Act and Roth Conversions with Guest Speakers from Batie and Company Capital Management (Webinar in NM) LOCATION: PHONE: DTSTAMP:20210924T193919 UID:614e2967aa33f END:VEVENT END:VCALENDAR
      (April 14th) WEBINAR – SECURE Act and Roth Conversions with Guest Speakers from Batie and Company Capital Management (Webinar in NM).ics
Monthly Q&A with Jim and Lisa

Guest Speakers: Riley McGovern & Charles Randall Batie and Company Capital Management 

Speaking on: SECURE Act and Roth Conversions 

The Batie and Company Capital Management Advisors will help answer:
  • What is the SECURE Act?
  • How does it affect me and my retirement plans?
  • Why a ROTH conversion might make sense for me?
  Charles Randall Charles Randall's career in the financial services industry started after college in Montana in 1992 as a financial advisor with Waddell & Reed Financial Services. Charles completed his licensing certifications and joined Batie and Company Capital Management, LLC, in early 2018. Charles works with individuals, families and business owners to create financial plans and manage assets in order to help them achieve their financial goals.   Riley McGovern Riley helps clients by creating comprehensive wealth management plans with portfolio management strategies tailored to their specific needs. Riley’s goal is to be a steady partner in your financial planning, giving sound investment advice and helping his clients achieve their financial goals with established and flexible asset management strategies. Riley also works with businesses and organizations to create and manage employer sponsored retirement plans.   Morris Hall attorneys, James Plitz and Lisa Wynn, will be available to answer any estate planning questions you have.
 
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REGISTER for this Webinar by clicking on this link:  - Click Here

If you have a question, or would like a one-on-one phone consult to review your estate plan, please call 505-889-0100.
Event is due and cannot be registered at the moment