Roth Conversion
Live Q&A Session
Ask an Advisor
August 6th at 2:00PM EST
THURSDAY
We're going LIVE to answer your most pressing Roth conversion questions!
You bring the questions, we give real answers. And if you'd rather listen than ask, that works too. Reserve your spot today!
Why Attend?
Christopher Devlin, CFA
Founder, Selective Wealth Management
Chris is a Chartered Financial Analyst with a passion for financial advising and investment management. He graduated from Penn State in 2007 with a degree in Nuclear Engineering and spent three years as a Reactor Physics Startup Engineer at Areva.
Robert Wigfield, CFP®
Wealth Advisor
Robert is a CERTIFIED FINANCIAL PLANNER™ professional with Selective Wealth Management. He currently serves as a Wealth Advisor and Director of Operations, providing comprehensive wealth management services to clients and ensuring smooth day-to-day operations for Selective.
Register Below
Selective Wealth Management, Inc. (Selective) is an SEC registered investment advisor. This presentation is for educational purposes only. Opinions or points of view expressed in this presentation represent the view of the presenter(s), and does not necessarily represent the official position or policies of Selective. Nothing in this presentation constitutes legal advice and the content is for education purposes only. Selective is not liable for the actions taken in response to this webinar. Detailed consul with regards to your unique situation should be sought in a separate meeting. For more information, please visit www.selectivewealthmanagement.com.
