FOOD FOR THOUGHT

Tuesday, September 24 at 11:30am
How to Get the Most Out of Medicare
  • Understanding your Medicare options
  • Helpful facts regarding Medicare
  • Important Dates
  • Costs and Coverage

Register for "How to Get the Most Out of Medicare"

We'll send an invite with the Zoom meeting info.
Tuesday, October 22 at 11:30am
Tax Planning & Roth Conversions
  • What is a Roth Conversion?
  • Things to consider with a Roth Conversion
  • Potential Benefit of  a Roth Conversion

Register for "Tax Planning & Roth Conversions"

We'll send an invite with the Zoom meeting info.

Start the conversation

Start the conversation with an email to ashley@wjwealth.com and we will get back to you with a prompt same day response during business hours.

Phone: 281-634-9400

Monday-Friday:
9:00 a.m. – 5:00 p.m.