Educational Webinar Series 2026 -May Webinar is live
Webinars are complimentary and interactive, with sessions at noon ET and 6pm ET. The same material is covered in both sessions. Registration link is below.
- January 29th Market Outlook
- February 18th Road Map to Retirement and tough cash flow questions
- March 24th Protecting your Beneficiaries
- April 30th Understanding Market Indicators
- May 21 - Roth Conversions
- June 25th Planning Software Training #1
- July 30th Planning Software Training #2
- August 27th Planning Software Training #3
- Sept 24th Understanding Charitable Giving Strate
- Oct 29th Importance of Product, Tax and Asset All
- Dec 2nd Estate Planning 101 and Family Wealth Enh
Rosenthal Wealth Management Group invites you to our complimentary webinar:
Hosted by our firm’s President, Larry Rosenthal. During this live interactive webinar Larry wil discuss the Do's and Don'ts of Roth Coversions
The team at Rosenthal Wealth Management Group cordially invites you to join us for a complimentary educational webinar on Thursday, May 21st focused on Roth Conversions.
During this one-hour online seminar, Larry will discuss how Roth conversions may fit into a long-term retirement and tax-planning strategy, including key factors to consider before converting traditional retirement assets to a Roth IRA.
The RWMG Team will also be on hand to take your questions live during the event.
Larry Rosenthal
CFP®, ChFC, RFC, LUTCF