As the year comes to an end you may be thinking over your financial situation. Some questions may come about regarding re-balancing investment accounts, or what a Roth Conversion is. Jerry David, Wealth Management Advisor at Northwestern Mutual joins us today to explain what these mean and how you can end the year on a good financial note.
Join them at the virtual Design to Inspire Event! The Lueder Financial Group is a main sponsor! Search “WMACC” on Eventbrite here.