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Calendar

Aug
27
Tue
Retirement Investing in a Volatile Market
Aug 27 @ 6:30 pm
  • Investing 101 – A Few Fundamentals
  • Investment Strategies and Rules
  • Retirement Investing Potential Big Mistakes

Date/Time: August 27 or 28 at 6:30 pm

Where: American Retirement Board Room, 7177 Hickman Rd, Suite 4, Urbandale

Limited Seating

Aug
28
Wed
Retirement Investing in a Volatile Market
Aug 28 @ 6:30 pm
  • Investing 101 – A Few Fundamentals
  • Investment Strategies and Rules
  • Retirement Investing Potential Big Mistakes

Date/Time: August 27 or 28 at 6:30 pm

Where: American Retirement Board Room, 7177 Hickman Rd, Suite 4, Urbandale

Limited Seating

Sep
25
Wed
The New Secure Act and It’s Affect on IRA Required Minimum Distributions
Sep 25 @ 6:30 pm
  1. The New Secure Act and It’s Affect on IRA Required Minimum Distributions
    • What is the Secure Act?
    • What Options Do I Have with Required Minimum Distributions?
    • Case Studies for Required Minimum Distributions

Date/Time: September 25 or 26 at 6:30 pm

Where: American Retirement Board Room, 7177 Hickman Rd. Suite 4, Urbandale

Limited Seating

Sep
26
Thu
The New Secure Act and It’s Affect on IRA Required Minimum Distributions
Sep 26 @ 6:30 pm
  1. The New Secure Act and It’s Affect on IRA Required Minimum Distributions
    • What is the Secure Act?
    • What Options Do I Have with Required Minimum Distributions?
    • Case Studies for Required Minimum Distributions

Date/Time: September 25 or 26 at 6:30 pm

Where: American Retirement Board Room, 7177 Hickman Rd. Suite 4, Urbandale

Limited Seating

Oct
29
Tue
Are Roth IRA’s Right for You?
Oct 29 @ 6:30 pm
  • How Do Roth IRA’s Work and Who Qualifies for Them?
  • Turning Tax Forever Dollars into Tax Never Dollars
  • Case Studies for Roth IRA Conversions

Date/Time: October 29 and 31 at 6:30 pm

Where: American Retirement Board Room, 7177 Hickman Rd, Suite 4, Urbandale

Limited Seating

Oct
31
Thu
Are Roth IRA’s Right for You?
Oct 31 @ 6:30 pm
  • How Do Roth IRA’s Work and Who Qualifies for Them?
  • Turning Tax Forever Dollars into Tax Never Dollars
  • Case Studies for Roth IRA Conversions

Date/Time: October 29 and 31 at 6:30 pm

Where: American Retirement Board Room, 7177 Hickman Rd, Suite 4, Urbandale

Limited Seating

Nov
12
Tue
Long Term Care Planning
Nov 12 @ 6:30 pm

Date/Time: November 12 and 14 at 6:30 pm

Where: American Retirement Board Room, 7177 Hickman Rd, Suite 4, Urbandale

Limited Seating

Nov
14
Thu
Long Term Care Planning
Nov 14 @ 6:30 pm

Date/Time: November 12 and 14 at 6:30 pm

Where: American Retirement Board Room, 7177 Hickman Rd, Suite 4, Urbandale

Limited Seating

Dec
3
Tue
2019 Year End Tax Planning Considerations
Dec 3 @ 6:30 pm

Date/Time: December 3 or 4 at 6:30 pm

Where: American Retirement Board Room, 7177 Hickman Rd, Suite 4, Urbandale

Limited Seating

Dec
4
Wed
2019 Year End Tax Planning Considerations
Dec 4 @ 6:30 pm

Date/Time: December 3 or 4 at 6:30 pm

Where: American Retirement Board Room, 7177 Hickman Rd, Suite 4, Urbandale

Limited Seating