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DTSTART;TZID=America/New_York:20250923T120000
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SUMMARY:Athene - A comprehensive guide to navigating Roth conversions
DESCRIPTION:How many clients contribute to their retirement savings with pre-tax dollars and expect their withdrawals will be taxed at a lower rate? Join Jay Kautt\, Vice President of Advanced Markets at Athene\, who will provide valuable details about Roth conversions and why now may be a key time to discuss them. He’ll also explain how the recently enacted “Big Beautiful Bill” may limit the effectiveness of Roth conversions for certain taxpayers\, and what you and your clients should consider moving forward. \nYou’ll learn about the:  \n\nBasics of a Roth IRA\, Roth conversions and the mechanics of executing one\nKey rules to understand\, including the pro-rata rule\, 5-year rules\, and withdrawal ordering\nHow recent legislation\, including the “Big Beautiful Bill\,” may impact Roth conversion strategies\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRegister now
URL:https://simplicityufc.com/event/athene-a-comprehensive-guide-to-navigating-roth-conversions/
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DTSTART;TZID=America/New_York:20250923T130000
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SUMMARY:National Life: My Generation and Beyond: Leaving a Lasting Legacy
DESCRIPTION:Click Here to Register
URL:https://simplicityufc.com/event/national-life-my-generation-and-beyond-leaving-a-lasting-legacy/
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DTSTART;TZID=America/New_York:20250923T150000
DTEND;TZID=America/New_York:20250923T160000
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CREATED:20250903T225344Z
LAST-MODIFIED:20250923T022335Z
UID:13165-1758639600-1758643200@simplicityufc.com
SUMMARY:North American - Financial Wellness
DESCRIPTION:Hear from a leading voice in retirement income\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJoin North American on September 23\, 2 p.m. CT\, as renowned retirement speaker Tom Hegna presents “Financial Wellness\,” an engaging session with simple strategies to help your clients move toward financial independence. \nDiscover how smart habits such as spending less\, investing wisely\, and planning for the future can help lead to greater wealth\, happiness\, and even a longer life.\n\n\n\n\n\n\nRegister here
URL:https://simplicityufc.com/event/north-american-financial-wellness/
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