Upcoming Events presented by Robert Becker, CFP®
1. IRA Conversion to Roth - Should you convert?
- Wednesday Evening at 6:00 P.M. on March 3, 2010, March 17, 2010, March 31, 2010.
- Workshop Setting to review the IRA and Roth IRA basics
- Discuss the new 2010 laws allowing IRA to convert to Roth IRA
- Discuss the different ways to pay the tax implications -not as bad as you thought!
- See your IRA Projections- to know if converting your IRA to Roth IRA would be a good deal for you.
- Questions and Answers- open forum.
- Dress is casual, limited seating; RSVP 520.742.2234 to Patricia Slack, workshop location is at Becker Financial Services, Inc. 12470 N. Rancho Vistoso Blvd., Ste. 150 Oro Valley, AZ 85755
Click here for driving directions
2. Long Term Care and Life Insurance - Do you know if your insurance contract is on track?
- Wednesday Evening at 6:00 P.M. on March 10, 2010, March 24, 2010 and April 7, 2010.
- Discussing the basics to the different types of life and long term ins. contracts
- How to identify the restrictions to receiving your full benefit in your insurance contract
- Learn how to appraise your life insurance contract
- Insurance companies- Are they financially strong in today's environment?
- Helpful hints on how to file a claim with the insurance company.
- BFS experience filing claims with the different insurance companies.
- Questions and Answers
- Dress is casual, limited seating; RSVP 520.742.2234 to Patricia Slack, workshop location is at Becker Financial Services, Inc. 12470 N. Rancho Vistoso Blvd., Ste. 150 Oro Valley, AZ 85755
Click here for driving directions