Three Ways People Just Like 
You Are Avoiding Taxes of 
$1mm+ Through Roth Conversions
...without purchasing any financial products or changing advisors!

Presented By
Craig Wear, CFP
Best Selling Author and 35-Year Veteran Advisor 

This Free Seminar Reveals:

  • Three Telltale questions that people ask, indicating they do not have the optimal Roth conversion plan. 
  • The 'domino' effect that causes tremendous unnecessary tax and Medicare expenses.
  • The one key element that so many advisors, CPAs and DIYers miss when evaluating Roth conversions. 
Presented By 
Craig Wear, CFP
Best Selling Author and 35-Year Veteran Advisor 
©2022 Craig Wear, LLC


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