Summer Financial Planning Webinar Series
Join Us This Summer: Three-Part Financial Planning Webinar Series
Leone, McDonnell & Roberts and Integrated Financial Partners invite you to join us for a special three-part webinar series this summer, featuring timely and relevant financial planning topics.
Webinar Schedule:
- Tuesday, June 24 – Maximize Your Charitable Contributions
- Tuesday, July 8 – Backdoor Roth IRAs: A Strategic Approach to Tax-Advantaged Saving
- Tuesday, July 15 – Social Security Claiming Strategies
All webinars will begin at 4:00 p.m.
