Educational Roth Conversion Workshop In Cedar Park
Build Lasting, Tax-Free Income
Date: July 21st @ 2:30 PM
Location: Cedar Park Recreation Center (San Gabriel Room) | 1435 Main St, Cedar Park, TX 78613
Cost: FREE (RSVP Required)
We are not affiliated with any government agency, this class is for information purposes only. Please always consult with your tax legal financial professional.
This is NOT
A product or sales pitch
A bait and switch
A timeshare presentation lol
This class is educational and non-biased. We are not affiliated with any government agency, the content of the class contains opinions by the speakers. We do not give Tax Advice, Legal or financial advice, you should also seek a certified professional.
To Roth or Not to Roth
What You’ll Learn
Our team of instructors is made up of Certified Financial Fiduciaries, Licensed Tax Professionals, and experts with over 20 years of industry experience.
How Roth Conversions really work
Advantages of Roth Conversions
How the “Big Beautiful Bill” affects retirement planning
The six tax consequences of not converting
About Your Host
Hi I’m Roy Snarr,
When I was 14 a driver ran a stop sign and hit my mother, leaving her permanently disabled. This occurred around the same time that the Dot Com bubble burst and the stock market crashed, wiping out what little my family had saved. We lost everything.
After the accident, our only source of income was a monthly Social Security Disability check. When I grew up and went off to college, my mission was to learn everything I could about the financial industry so I could prevent other families from suffering like mine.
I’ve now been working in finance for over 15 years, and I have had the pleasure of teaching many thousands of people how to preserve their assets while maximizing their Social Security benefits and mitigating tax burdens.
As a Certified Financial Fiduciary, I believe strongly in education, integrity, and transparency. My team works with over 75 financial institutions across the country in order to provide the best research and comparisons of various financial strategies.
Featured On
Hundreds Of 5+ Star Reviews On Google
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Janix Barbosa
“Trustworthy, kind, and deeply principled, Roy is more than a mentor; he is a guide and a role model.”
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Kednol Ray
“Your professionalism, patience, and knowledge made the process much easier and less stressful for me. Because of your help, I feel confident and secure entering this new chapter of my life."
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Ashvin Patel
"I was very much impressed with his detailed oriented approach. Also I didn’t feel any pressure to sign up with him. He was very helpful."
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Richard Alvarez
“Roy Snarr and Team are the epitome of professionalism, by far one of the best companies I’ve ever worked with.”
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Nancy Everist
“Our experience with Roy Snarr and his team has been exceptional! The combination of brilliant minds, professionalism, integrity and a heap of patient has helped us navigate an otherwise overwhelming process.'“
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Sibylle Naumer-Belcher
“The level of honesty and compassion for my situation is so valuable and appreciated. It’s hard to find people you can trust these days and I felt completely at ease to trust them in guiding me through the investment decisions.”
FAQs
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We are not affiliated with any government agency, we are an educational and advisory service. We do not give Tax Advice, Legal or financial advice, you should also seek a certified professional.
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Yes! This class is educational and non-biased. You will be able to ask questions and get them answered on the spot by our certified expert instructors. Many of our instructor are Certified Financial Fiduciaries, Tax Professionals, and have industry experiences of over 20+ years.
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The class is one hour long. We provide water and snacks.
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No, this is not a sales gimmick or timeshare presentation. Our classes are completely free and meant to solely be educational and informative.