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AAIIDCMetro - 10/16/2010 - Key Personal Finance Issues for 2010-2011

Saturday, October 16, 2010 from 9:00 AM to 11:30 AM (ET)

Alexandria, United States

AAIIDCMetro - 10/16/2010 - Key Personal Finance Issues for...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Advance Registration Ended $25.00 $0.00
Full Registration Ended $30.00 $0.00

Event Details

SPEAKER:

Bob Carlson, JD, CPA

Editor, Retirement Watch 

 

 

 

TITLE:

 

Key Personal Finance Issues for 2010-2011

 

 

 

DESCRIPTION:    

Changes are underway in key areas of retirement finance and retirement planning. The top issues that will be covered in this talk include IRA management (including conversion of traditional IRAs to Roth IRAs), the new investment climate, estate taxes and estate planning, income tax planning, and financing retirement medical expenses. 

 

 

 

ATTEND THIS MEETING TO LEARN:   

  1. Little known benefits and traps in IRA conversions

  2. How to manage your portfolio in today's economy and markets

  3. How income tax planning is changing for 2010 and 2011

 

 

REASONS TO ATTEND THIS MEETING: 

  1. Learn the four portfolio strategies that consistently work

  2. Whether converting to a Roth IRA is appropriate for you

  3. Why you might want to change your income tax planning strategies  

 

BIO:

Bob Carlson is editor and publisher of the monthly newsletter and web site Retirement Watch and managing member of Carlson Wealth Advisors.  His latest book is Personal Finance for Seniors for Dummies (with Eric Tyson).  Other books include The New Rules of Retirement and Invest like a Fox ... Not like a Hedgehog.

 

 

 For more information about our chapter, go to  http://www.aaiidcmetro.com      

 

 

When & Where



Marriott Courtyard Alexandria Pentagon South
4641 Kenmore Avenue
Alexandria, 22304

Saturday, October 16, 2010 from 9:00 AM to 11:30 AM (ET)


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Hosted By

AAII - DC Metro



Provides investment education on stocks, mutual funds, and other types of investments. Hear from leading national experts. This chapter is a member of the American Association of Individual Investors, http://www.aaii.com, the largest national individual investor education association.


For more information about our chapter, go to http://www.aaiidcmetro.com, or contact general information at 301-593-4542.


You have the option of paying using this web site, by regular postal mail using the forms in our brochure or on our web site, or by phoning our registrar at 703-879-8480. There are advantages to establishing a paypal account, but it is not necessary. The hotel can be reached at 703-751-4510.

Registration/Continental Breakfast: 9:00 am

Program Begins: 9:30 am