25
June
Roth IRA Conversions, an effective retirement strategy: Guest Speaker L. Kelly LaVigne, J.D.
Description
We invite you to join us for a webinar along with our strategic partner, Allianz Life Insurance Company of North America. This webinar will go into how, if approached correctly, Roth IRA conversions can be an effective strategy in an effort to create as much after tax/tax free money as possible. Our guest speaker today is L. Kelly LaVigne, J.D. Vice President, Advanced Markets for Allianz Life Insurance Company of North America. Please see his bio below.
Together, we will go over the Roth IRA conversion process as a potential strategy in your financial planning process.
We Look forward to you joining us!
As Vice President of Advanced Markets for Allianz Life Insurance Company of North America
(Allianz Life®), Kelly LaVigne oversees the Advanced Markets team and is responsible for its strategic
direction. This includes providing content and expertise to assist financial professionals in acquiring
and serving clients through retirement planning, estate planning, and other tax-related strategies.
Prior to joining Allianz Life, LaVigne was director of advanced markets and director of industry
and regulatory strategies for Transamerica Capital Management. Before joining Transamerica, he
served as vice president of advanced markets for AXA Equitable, where he and his team published
a book on retirement income planning to help financial professionals enhance their retirement
income practice. LaVigne has also had leadership roles at ING/Aetna Financial Services and
Travelers Life and Annuity.
LaVigne holds a Juris Doctor (J.D.) from Western New England College School of Law in West
Springfield, MA and a Bachelor of Science degree in communications and marketing from Central
Connecticut State University in New Britain. He holds FINRA 6 and 26 securities registrations, a
Life & Health Insurance license, and is a Certified National Instructor for Life Insurance Continuing
Education. LaVigne has also contributed to industry publications such as National Underwriter and
Broker World.
ENT-1037-LKL
L. Kelly LaVigne, J.D.
Biography
(3/2018) Vice President, Advanced Markets
Converting to a Roth IRA is a taxable event.
Cetera is under separate ownership from any other named entity. Kelly LaVigne is not registered or affiliated with Cetera.
Together, we will go over the Roth IRA conversion process as a potential strategy in your financial planning process.
We Look forward to you joining us!
As Vice President of Advanced Markets for Allianz Life Insurance Company of North America
(Allianz Life®), Kelly LaVigne oversees the Advanced Markets team and is responsible for its strategic
direction. This includes providing content and expertise to assist financial professionals in acquiring
and serving clients through retirement planning, estate planning, and other tax-related strategies.
Prior to joining Allianz Life, LaVigne was director of advanced markets and director of industry
and regulatory strategies for Transamerica Capital Management. Before joining Transamerica, he
served as vice president of advanced markets for AXA Equitable, where he and his team published
a book on retirement income planning to help financial professionals enhance their retirement
income practice. LaVigne has also had leadership roles at ING/Aetna Financial Services and
Travelers Life and Annuity.
LaVigne holds a Juris Doctor (J.D.) from Western New England College School of Law in West
Springfield, MA and a Bachelor of Science degree in communications and marketing from Central
Connecticut State University in New Britain. He holds FINRA 6 and 26 securities registrations, a
Life & Health Insurance license, and is a Certified National Instructor for Life Insurance Continuing
Education. LaVigne has also contributed to industry publications such as National Underwriter and
Broker World.
ENT-1037-LKL
L. Kelly LaVigne, J.D.
Biography
(3/2018) Vice President, Advanced Markets
Converting to a Roth IRA is a taxable event.
Cetera is under separate ownership from any other named entity. Kelly LaVigne is not registered or affiliated with Cetera.
Date and Time
Thu, Jun 25, 2020
5:00p - 6:00p EST