This is the topic of tomorrow’s (Tues Dec 22nd) ‘Coffee Club’ call. The information is Free, with no obligation on your part.

Call starts promptly at 9am & will run no longer than 30min.

Special Conference Call #: 1-800-304-3172
Access Code: 825218#

This time of year most families gather together to celebrate Christmas, Hanukkah etc. and miss out on a wonderful planning opportunity! We’ll tell you what it is…plus a ‘gift’ everyone should give their family, but very few have.

We’re also making some investment changes. I’ll tell you what they are as well.

More importantly…we’ll be here to answer any questions or concerns you may have about this… or any other financial matter.

(It’s OK if you Forward this to a few of your friends and business associates. They might find the topic and information interesting and helpful too)!
Hope to ‘See’ you Tomorrow!

One of the best books of all time and now a movie is…The Ultimate Gift!

The Ultimate Gift movie will be presented on the Hallmark Channel at the following times:

• Wednesday, December 9th at 8:00 p.m. eastern / 7:00 p.m. central
• Thursday, December 10th at 2:00 p.m. eastern / 1:00 p.m. central
• Sunday, December 20th at 4:00 p.m. eastern / 3:00 p.m. central
• Monday, December 21st at 2:00 p.m. eastern / 1:00 p.m. central

If you haven’t seen this movie yet…please do! You won’t be sorry…I promise.

Use your DVR to record it if you can’t watch it during one of the air times.

Send me a movie review after you’ve seen it. I’ll be curious to hear your comments.

Should You Convert Your IRA to a Roth IRA?

This is the topic of tomorrow’s ‘Coffee Club’ call (Tuesday, Dec. 8). The information is Free, with no obligation on your part.

Call starts promptly at 9am & will run no longer than 30min.

• Special Conference Call #: 1-800-304-3172
• Access Code: 825218#

Other topics we’ll cover include Year End Tax Strategies You Need to Know About, And… The ‘Big Lesson’ you can learn from Tiger Woods & The Florida Gators!

Hope to ‘See’ you tomorrow!