Smarter Ways to Make End of Year Financial Decisions

As the year comes to an end you may be thinking over your financial situation. Some questions may come about regarding re-balancing investment accounts, or what a Roth Conversion is. Jerry David, Wealth Management Advisor at Northwestern Mutual joins us today to explain what these mean and how you can end the year on a good financial note. Join them at the virtual Design to Inspire Event! The Lueder Financial Group is a main sponsor! Search “WMACC” on Eventbrite here.