RESOURCES

LEARN MORE WITH THE CONVERSE TEAM

We’re here with resources for the most talked about financial planning topics. Click a link below to check out recent Converse Team news, relevant industry articles and helpful planning videos.

401(k) Loans and Hardships

What is a Legacy of a Donor Advised Fund?

Consolidating Your Qualified Accounts

A "No Brainer" for Dependent Care Savings

Smart Tax Planning Solutions for Non-Deductible Assets in IRAs

Gifting of Appreciated Assets

Why do Educational Videos?

Who are We?

Charitable Giving - Like a Boss

1 2 3

WE ARE HERE FOR YOU

If you are looking for an independent, trustworthy financial advisor, look no further than The Converse Team. Call us today to speak with an advisor. We’d be happy to set up a time to talk and send you on the right path to achieving your goals.