Finance Forward - Roth Conversions

Finance Forward - Roth Conversions

Join Financial Advisor, Yoshua Tejada for an educational webinar designed to help you better understand Roth
conversions, how they work, and when they may make sense as part of a long-term retirement strategy. As tax
laws, retirement income planning, and market conditions continue to evolve, many investors are asking whether
converting traditional retirement assets into a Roth IRA could help create more flexibility in retirement. Hosted by firm margFINANCIAL.

PLEASE SIGN UP THROUGH BOOKINGS PAGE:
https://bookings.cloud.microsoft/book/ScheduleforYoshuaTejada@securianlink.onmicrosoft.com/?ismsaljsauthenabled

TODO

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Date and Time

Wednesday Jun 24, 2026
6:30 PM - 8:00 PM EDT

06/24/2026 6:30 P.M. - 8:00 P.M. 

Location

Virtual Meeting Sign Up:

https://bookings.cloud.microsoft/book/ScheduleforYoshuaTejada@securianlink.onmicrosoft.com/?ismsaljsauthenabled

Website

https://bookings.cloud.microsoft/book/ScheduleforYoshuaTejada@securianlink.onmicrosoft.com/?ismsaljsauthenabled

Contact Information

https://bookings.cloud.microsoft/book/ScheduleforYoshuaTejada@securianlink.onmicrosoft.com/?ismsaljsauthenabled Office: 732-686-7717
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