This is a presentation designed by our Arcola office and presented by Lisa Sappenfield Boyer, CFP®. The Presentation was given via Zoom to community members who attended the event hosted by the Champaign IL Public Library on July 16th 2020.
Dynamic Duo presentation is on the possible advantages of combining a Roth IRA with your 401k through work.
Please reach out to us if you have any questions that we may assist you with.
Investment Advisor Representative
Non Registered Admin