webinar register page

Webinar banner
RMDs and ROTH Conversion Strategies, How They Integrate with Your Overall Investment Strategy

01:05:00

Jun 10, 2021 01:40 PM

Webinar logo
* Required information
Loading

Speakers

Michael Halliday
Attorney at Law @Morris Hall, PLLC
Michael was born and raised in Mesa, AZ. He attended ASU, graduating Cum Laude with a Bachelor of Arts degree in Chinese. After graduation, he attended Willamette University, College of Law in Salem, OR. Michael maintained a successful practice for 10 years. He is a member of the Arizona State Bar and Oregon State Bar. He and his wife stay busy with 4 beautiful and healthy children and a rescue dachshund named Noodles.
Tim Kerrigan, J.D., M.B.A.
Owner & Principal @Clark Street Financial
Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals.* To enhance the wealth-planning process.
Charles Randall
Financial Advisor @Clark Street Financial