Скачать или смотреть After-Tax Rollovers & the Mega Backdoor Roth | Bogart Wealth's Learning Series

Bogart Wealth’s Learning Series webinar hosted on December 3rd, 2025 with Patrick Marcinko, CFP®.

The above video is intended for educational and informational purposes and is not intended to serve as investment advice.

Call, log in, or visit to learn how we can help.
703-570-8651
https://bogartwealth.com

A Baltimore area native, Patrick graduated from Virginia Tech, where he earned a Bachelor of Science degree with a concentration in Financial Planning.

Patrick is a CERTIFIED FINANCIAL PLANNER™ professional. He has contributed and been quoted in Business Insider, Fortune, USA Today, U.S. News and World Report, GOBankingRates, among other publications. Locally, he serves as the Director of NexGen for the Financial Planning Association’s National Capital Area chapter.

Prior to joining Bogart Wealth, Patrick worked as a Financial Analyst at Goldman Sachs. While in school, he served as a Co-CEO of BASIS (Bond And Securities Investing by Students), a $5mm Fixed Income fund. He has been an active alumnus, most recently speaking at Virginia Tech’s TEDx “What’s the Point?” event. His talk is called “Small Steps, How I Walk.”

Outside of the office, Patrick enjoys spending time with family and friends, traveling across the country to fish, and cheering on his alma mater. Go Hokies!

https://bogartwealth.com/important-di...