Join us for a special three-part webinar series designed to help you make informed, strategic financial decisions. Whether you're looking to give more intentionally, optimize your retirement savings, or make the most of your Social Security benefits, these sessions will equip you with practical insights and actionable tips.

Click the buttons below to reserve your spot at one or all of the events.  

June 24, 2025 | 4:00 p.m.

Maximize Your Charitable Contributions: Giving with Impact

July 8, 2025 | 4:00 p.m.

Backdoor Roth IRAs: A Strategic Approach to Tax-Advantaged Saving

July 15, 2025 | 4:00 p.m.

Social Security Claiming Strategies: Timing It Right

Hosted by

Leone, McDonnell, & Roberts

& Integrated Financial Partners

Guest Speakers

Christopher J McKay, CPA | Vice President, Partner

Leone, McDonnell, & Roberts

Christopher Michalman, CFP^® | Financial Planner

Integrated Financial Partners

The more the merrier... Do you know someone that would be interested in attending these webinars? Feel free to forward the invite along to family members, friends, and colleagues. We always appreciate meeting new people. 

We look forward to seeing you there!

Christopher Michalman, CFP®
Financial Planner

Toll free 888-620-7692
Direct 603-216-2313
Fax 860-734-0401

michalmanclient@IFPadvisor.com

ChrisMichalman.com | 26 East Derry Road, Derry, NH 03038

Investment advice offered through Integrated Financial Partners, a registered investment advisor.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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