White Hawk Wealth Management

White Hawk Wealth Management

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Guiding Our Clients Towards Their Dreams. Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org.

us02web.zoom.us 03/11/2024

🎉 March 21st, 2024 at 9AM MST 🎉

Come join us as we discuss shifting money from taxable accounts to tax-free accounts to better manage your lifetime tax bill. 💪 🤓

Here is the Link to Register:

https://us02web.zoom.us/meeting/register/tZUtd-igqj0vEtIyZr-gSkfrbsV-ja1V-Pp6 #/registration

What you will learn:

➡ How your funds get taxed now and in retirement

➡ Ways to shift funds into the Tax-Free Bucket

➡ Real-World situations that illustrate reasons for AND against doing Roth Conversions

➡ The Art of the Back-Door Roth IRA Contribution

➡ The Art of the Roth Conversion

➡ And MORE!

Logistics:

📢 The Webinar will be held on Thursday, March 21st at 9AM MST.

🤩 GRAB A SEAT TODAY - https://us02web.zoom.us/meeting/register/tZUtd-igqj0vEtIyZr-gSkfrbsV-ja1V-Pp6 #/registration

J.D. White
Cameron Dye

us02web.zoom.us

Photos from White Hawk Wealth Management's post 01/29/2024

Huge shout out to Cameron Dye for organizing the first annual blood drive hosted here at White Hawk Wealth Management office in Broomfield to support Children’s Hospital Colorado! They were able to get all of the time slots filled-up and several cookies and rice crispy treats were consumed. THANK YOU to everyone that supported the cause, and we look forward to doing this again in 2025.

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Address


340 E. 1st Avenue, Suite 310
Broomfield, CO
80020