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

Saturday, October 16, 2010
9:00 a.m.    Registration/ Social/Continental Breakfast
9:30 a.m. – 11:30 a.m.    Program
Courtyard by Marriott
4641 Kenmore Ave. (at 395 and Seminary Rd.)
Alexandria, VA 22304
[ Map This Location ]
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

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