Join Sarver Vrooman Wealth Advisors for an in-person Lunch & Learn at Charleston's Restaurant in Kansas City on Thursday, August 21st at 12:00 PM. Discover actionable insights on Roth IRAs and advanced conversion strategies designed for professionals and retirees who value evidence-based financial planning.

We will be covering:

• Roth IRA fundamentals: tax-free growth, withdrawal flexibility, and estate planning advantages.
• Strategic conversion techniques: partial conversions, optimal timing, and multi-year plans.
• Advanced methods for tax bracket management, market downturn conversions, and coordinating with other income events.
• State tax mitigation strategies, including relocation planning (e.g., Missouri to Florida).

Enjoy a complimentary lunch while you learn how a methodical, data-driven approach can help optimize your tax outcomes, preserve wealth, and enhance financial flexibility.

Seats are limited. Registration is required.

This event is provided for educational purposes only. Please consult your tax professional before implementing any strategy described.