September 14, 2010
5:30p.m. - 7:30 p.m.
Maria Capritto, Partner in the law firm of Nordman Cormany Hair & Compton LLP.
MaryAnne Ritchie & Linda Scipione
Financial Advisors at Stifel Nicolaus & Co.
Ms. Capritto's presentation will include an overview of the Roth IRA, the rules for Roth IRA conversions, the advantages and disadvantages of a Roth IRA and the rules concerning the recharacterization of a Roth IRA.
Ms. Ritchie and Ms. Scipione will run personalized IRA conversion benefit/cost comparisons for those of you who would like to see the tax cost and savings involved in converting to a ROTH IRA. If you would like to have this report available for you on September 14th, please contact MaryAnne Ritchie at ritchiem@stifel to receive a questionnaire.
Seating is limited to 22 participants, so please make your reservations promptly. Please confirm that space is available by calling Dinorah Baker at (805) 988-8337 or email email@example.com. Attendance is free.
Traveling southbound on US 101 from Santa Barbara/Ventura areas:
Traveling northbound on US 101 from Los Angeles/Thousand Oaks/Simi Valley areas: