Enjoy your weekend
and be sure to tune in for “On The Money”
on Saturday at 9:00 a.m.
Nancy Hecht CFP® and Gary Abely CFP®
co-host this weekend and
they’ll be discussing . . .
• We always help our client plan for retirement – 5 tips to help reach financial independence.

• It’s just a cup of coffee – what’s the big deal?

Listener Question: If I convert part of my IRA to a ROTH, will that count as part of my Required Minimum Distribution?

Call or eMail
Your Questions:
407-290-0058 OR
1-800-328-5858
Nancy@FinancialGroup.com
Gary@FinancialGroup.com