Investments & Retirement Planning
UPCOMING EVENTS
Educational Retirement Seminar
Springfield, MO - Thursday June 23, 2011
6:00 - 7:00 pm (appetizers served at 5:30 pm)
Tower Club - The Hammond Tower
901 St. Louis St.
Springfield, MO 65810
Presented by Conrad Griggs and Mark Richardson
Spouses and guests encouraged to attend.
Contact Conrad Griggs at cgriggs@bankofmissouri.com or 417-569-1353 to RSVP
Seating limited, so call today!
Seminar topics include the following:
- Pros and cons of rolling over your company retirement plan
- Things to consider regarding stock ownership plans
- Determining your income needs and options
- Optimum investment choices for retirement years
- Planning distributions and tax ramifications
- Roth conversion benefits and pitfalls
- Asset protection and beneficiary planning
