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WEBINAR
Roth Conversion Strategies
October 8 @ 2:00 pm - 3:00 pmJoin us for an exclusive conversation on Roth conversion strategies moderated by Jennifer Li of Arkadios. She will be joined by: • Michelle Thomas, Vice President, Marketing & Business Development at CNB Custody • McCarley Davis, President of Madison Communities …
Moderator/s: Jennifer Li
Speaker/s: Michelle Thomas, Jessica Correnti, McCarley Davis
Join us for an exclusive conversation on Roth conversion strategies moderated by Jennifer Li of Arkadios. She will be joined by:
• Michelle Thomas, Vice President, Marketing & Business Development at CNB Custody
• McCarley Davis, President of Madison Communities
• Jessica Correnti, Executive Vice President, Distribution & National Accounts at Capital Square
Join us and learn how to use Roth conversions in a portfolio to create positive opportunities for clients.
Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.
The replay will be available to Blue Vault members and partners only. Learn about Blue Vault membership.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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