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Live Private Workshops & On Demand Webcast Series. Can't Make it to our Live Private Workshops? Try Our New On Demand Webcasts.
Upcoming Live Private Workshops & On Demand Webcasts. Can't Make It to our Live PRIVATE Workshops? Try Our New On Demand Webcasts
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Jan. 11, 2010
 Economic Concerns Briefing Event (Complimentary)
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Jan. 21, 2010
 Selecting the Best Estate Planning Strategies
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Feb. 2, 2010
 2010 ROTH IRA 2.0 Changes That Could Alter Your Retirement Strategy
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Feb. 4, 2010
 2010 ROTH IRA 2.0 Changes That Could Alter Your Retirement Strategy
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Feb. 11, 2010
 Balancing The Needs Of Children, Parents And Yourself How to Thrive in the Sandwich Years
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Feb. 16, 2010
 Woman, Money & Power Empower Your Hidden Financial Responsibility
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Feb. 17, 2010
 Selecting the Best Estate Planning Strategies
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Feb. 18, 2010
 Strategies For Wealth Management
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Mar. 1, 2010
 Economic Concerns Briefing (Complimentary)
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Mar. 2010
 Developing a Money-Smart Retirement Plan
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Mar. 2010
 Living Legacy Talking with your family about what's truly important
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Mar. 2010
 ROTH IRA 2.0 Changes That Could Alter Your Retirement Strategy
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Mar. 2010
 Selecting the Best Estate Planning Strategies
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Mar. 2010
 ROTH IRA 2.0 Changes That Could Alter Your Retirement Strategy
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Stay Tuned
 Using Wealth Wisely Questions and Answers about Money, Relationships and Inheritance
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Stay Tuned
 Family Meetings About Money Holding Successful Discussinons about Sensitive Topics
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*Webcasts will be made available within 1 week of Live Private Workshops.
Attendee's Receive
A complete PDF Workbook of Materials with more in-depth information on the workshop content

6 months of ongoing informative articles e-mailed to you

A complementary Financial Analysis($2,000 value Click Here For Details)

6 months of Private Client E-mail News Bulletins on critical Wealth Management Topics
Register Private Workshops - Click Here. Register Webcasts - Click Here.
Enrollment Form to Print - Click Here
Contact us with any Questions
Workshop Information (PDF)
What's New?
• ROTH IRA NEWS: In 2010, a tax-law change enables all investors — regardless of income — to convert taxdeferred retirement plan assets to a Roth IRA. And for 2010 conversions only, there is a onetime opportunity to defer the conversion taxes and spread them over two years: 2011 and 2012. In other words, this could be the year of opportunity for Roth IRA conversions.

Stay tuned for more detail in the weeks ahead!