Stifel | You're Invited!

“Zoom-In” with The Todd Group:
Roth IRAs – Pay Now To Play Later

Zoom Webinar:
Tuesday, July 30, 2024
12:00 Noon & 4:30 p.m. Eastern Time

We will discuss and review the following:

Contribution Limits and Deadlines
Roth Conversions
Backdoor Roth
Tax Features

RSVP Instructions:
Zoom Webinar | 12:00 noon & 4:30 p.m.
(click below to register)
Register for 12:00 noon | Register for 4:30 p.m.
or visit www.TheToddGroupAdvisors.com/events
or call Bailey Hedrick at (513) 794-5014

To RSVP, please register by Tuesday, July 30.

Hosted by:
The Todd Group

Todd A. Haacke, CPM^®, CRPC^TM Managing Director/Investments	Todd A. Hicks, CRPC^TM Senior Vice President/Investments
Jeff A. Scheper, CFP^® Senior Vice President/Investments	Bradley A. Clasen Financial Advisor
Michele A. Behling, CFP^® Client Relationship Manager	Adam G. Higgins Client Relationship Manager
Andrew Hicks Registered Client Service Associate	Bailey Hedrick Client Service Associate
Matthew Cipri Client Service Associate

9999 Carver Road, Suite 350 | Cincinnati, Ohio 45242
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

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