The AAII Washington D.C. Metro Chapter presents...

"Key Personal Finance Issues for 2010–2011"

Discussed by:

Bob Carlson, JD, CPA
Editor, Retirement Watch

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 and Learn...*
	Little-known benefits and traps in IRA conversions
	How to manage your portfolio in today’s economy and markets
	How income tax planning is changing for 2010 and 2011

MEETING DETAILS

Date:

Saturday, October 16, 2010

Time:

9:00 a.m.	Registration/ Social/Continental Breakfast
9:30 a.m. – 11:30 a.m.	Program

Location:

Courtyard by Marriott
4641 Kenmore Ave. (at 395 and Seminary Rd.)
Alexandria, VA 22304
703-751-4510
[ Map This Location ]

Payment:

In Advance (before 10/13), Everyone, $25/person
At the Door (or after 10/12), space permitting, Everyone, $30/person
Register online for all events and pay related fees via our local website at www.aaiidcmetro.com.

[ Click here for the October 16, 2010 Meeting Announcement ]

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