attend a free workshop
IRA Planning Workshop Reservation
Join Cynthia Pruemm for an informative IRA Planning Workshop designed to help you make the most of your retirement savings. Guests are encouraged to bring a friend!
- Contributing to Traditional and Roth IRAs
- Direct and indirect rollovers
- How retirement accounts are taxed
- Calculating your Required Minimum Distribution (RMD)
- Roth IRA conversions
- Tuesday, July 21st at 6:00pm
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NIU Naperville Conference Center
1120 E Diehl Rd, Naperville, IL 60563
Classroom 121
- Thursday, July 23rd at 1:00pm
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NIU Naperville Conference Center
1120 E Diehl Rd, Naperville, IL 60563
Classroom 121
Learn the Rules For:
- Contributing to Traditional and Roth IRAs
- Direct and indirect rollovers
- How retirement accounts are taxed
- Calculating your Required Minimum Distribution (RMD)
- Roth IRA conversions
- Inherited IRAs
- Spousal IRAs
What You'll Learn:
- Top strategies for savvy IRA planning
- Six rollover options for retirement plan funds
- SECURE Act changes affecting IRA planning
- Common RMD mistakes and how to avoid them
- How to coordinate your IRA planning with your overall retirement, estate, tax, Social Security, and financial plans
SISFG Events Calendar
Attend one of our upcoming & free events!
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Register for one of our events to learn how to feel more confident about your future ahead.
For questions, please call (847) 600-9996
Current Month
june, 2026
No Events
Meet the speaker
Cynthia Pruemm – Owner & Financial Advisor