Professional Advisor Series: To Roth or Not?

What:
To Roth or Not? Professional Advisor Seminar and Reception

When:
Thursday, November 5, 2009
4:30 p.m. – 6:30 p.m.

Where:
California Academy of Sciences
75 Middle Drive East (back entrance)
Golden Gate Park

RSVP:
Chris Nicholson at cmn@sff.org or 415.733.8521

Attendance is limited. Please respond by October 30th.

Discussion topics will include:

• An overview of Roth IRA accounts, conversion rules, and special opportunities
• How to measure the costs and benefits to IRA owners and beneficiaries from the perspectives of taxes, investment results, and estate planning
• Avoiding mistakes and unnecessary costs
• A focus on special estate planning strategies and benefits
• Potential charitable strategies for optimizing conversion benefits

Panelists:

• David J. Campbell, CFA, Principal, Bingham, Osborn and Scarborough, LLC
• William R. Urban, CFP®, CFA, Principal, Bingham, Osborn and Scarborough, LLC

Continuing education credit for attorneys and CPAs.
Credit pending for CFPs and CTFAs.

The seminar and reception are co-sponsored by The San Francisco Foundation, The California Academy of Sciences, and Golden Gate National Parks Conservancy.