A Closer Look into Roth Conversions & QLACs
May 2, 2023 at 9:30 am
OUH Lounge, 1st Floor
Join us for an exclusive event with Justin Shipman Regional Sales Director, Annuity Solutions at Lincoln Financial as he dives into the details of Roth Conversions and Qualified Longevity Annuity Contracts (QLACs). This event will cover the fundamentals as well as examine the potential benefits and drawbacks so you’ll know how these strategies may fit into your business, especially with the changes enacted earlier this year by The Secure Act 2.0. Don’t miss this opportunity!
RSVP to save your seat at firstname.lastname@example.org. This is an in-person event.