PRTODAY / NewswireToday Free press release distribution service network

Written by / Agency / Source: AimFire Marketing

Check Ads Availability|e-mail Article


Are you the owner of this article?, Turn it PREMIUM with your LOGO instead - and make it 3rd party Ads-Free! within the next hour!

Envisioning Financial to Conduct Roth IRA Seminar - Financial planning firm to assist investors evaluate new Roth conversion opportunities
Envisioning Financial to Conduct Roth IRA Seminar

 

NewswireToday - /newswire/ - Brownsburg, IN, United States, 2009/08/20 - Financial planning firm to assist investors evaluate new Roth conversion opportunities.

   
 
Your Banner Ad Here instead - Showing along with ALL Articles covering Financial/Legal/Venture Announcements

Replace these Affiliate Programs at ANYTIME! Your banner here within the next hour. Learn How!


 

Mike Curtiss CFP®, President and Chris Bailey MBA, Financial Planner, of Envisioning Financial, Inc., an Indiana financial planning and consulting company, announced their plans to conduct a complimentary seminar on Roth IRAs and the new rules affecting Roth conversions that take effect January 2010.

Topic: To Roth or Not to Roth - Making a Good Deal Even Better
Date: Thursday, September 10, 2009
Location: Country Club of Indianapolis, 2801 County Club Rd., Indianapolis, IN 46234
Cost: None
Agenda: 6:30 pm Refreshments/Networking; 7-8 pm Presentation

Individuals and couples having income in excess of $100,000 have not been eligible to consider converting a traditional IRA to a Roth. In five months, that restriction will be lifted.

During the seminar, attendees will learn:
Law changes which may enhance the Roth option Implications on estate planning, retirement, Medicare and more
Roth tax strategies How to evaluate the suitability of a Roth conversion Steps individuals should take now
"Roth IRAs have always been a great investment plan option," said Bailey. "With the income cap gone, everyone is now able to take advantage of this window of opportunity."

In addition to Curtiss and Bailey, Patrick Sanders, CPA, of Patrick Sanders & Co. will be on hand to answer any tax questions as they relate to the topic. All attendees can request a complimentary Roth IRA analysis for attending the seminar.

About Envisioning Financial
Envisioning Financial, Inc. (envisioningfinancial.com) is a Brownsburg, Indiana-based financial planning and consulting company offering personal financial and retirement planning assistance and a complete range of investment strategies. Securities are offered through Pacific West Securities, Inc. Member FINRA/SIPC. Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor. For more information contact Mike Curtiss at (317) 858-2222, or email mikec[.]envisioningfinancial.com or contact Chris Bailey at (317) 858-3700; cbailey[.]envisioningfinancial.com.

 
 
Your Banner Ad Here instead - Showing along with ALL Articles covering Financial/Legal/Venture Announcements

Replace these Affiliate Programs at ANYTIME! Your banner here within the next hour. Learn How!


 

Written by / Agency / Source: AimFire Marketing

 
 

Availability: All Regions (Including Int'l)

 

Traffic Booster: [/] Quick Newswire Today Visibility Checker

 

Distribution / Indexing: [+]

 
 
# # #
 
 
  Your Banner Ad showing on ALL
Financial/Legal/Venture articles,
CATCH Visitors via Your Competitors Announcements!


Envisioning Financial to Conduct Roth IRA Seminar

Company website links NOT available to basic submissions
It is OK to republish and/or LINK any newswire for any legitimate media purpose as long as you name Newswire Today and LINK as the source.
 
  Is this your article?
Activate ALL web links and social stream by Upgrading to Press Release PREMIUM Plan Now!

|
Publisher Contact: Susan Young - AimFireMarketing.com 
317-858-7669 syoung[.]aimfiremarketing.com
 
Newswire Today - PRZOOM / PRTODAY disclaims any content contained in this article. If you need/wish to contact the company who published the current release, you will need to contact them - NOT us. Issuers of articles are solely responsible for the accuracy of their content. Our complete disclaimer appears here.
IMPORTANT INFORMATION: Issuance, publication or distribution of this press release in certain jurisdictions could be subject to restrictions. The recipient of this press release is responsible for using this press release and the information herein in accordance with the applicable rules and regulations in the particular jurisdiction. This press release does not constitute an offer or an offering to acquire or subscribe for any AimFire Marketing securities in any jurisdiction including any other companies listed or named in this release.

Financial/Legal/Venture via RSSAdd NewswireToday - PRZOOM Headline News to FeedBurner
Find who RetweetFollow @NewswireTODAY



Are you the owner of this article?, Turn it PREMIUM with your LOGO instead - and make it 3rd party Ads-Free! within the next hour!


Read Latest Articles From AimFire Marketing / Company Profile


Read Financial/Legal/Venture Most Recent Related Newswires:

Societe Generale Named ‘Distinguished Provider of Transaction Banking Services’ by FImetrix
ALM Wins 2 Awards at 2017 Jesse H. Neal Awards
ALM’s ThinkAdvisor Launches Life/Health Channel
The National Law Journal Unveils Monthly Print Magazine
Societe Generale Selects HPD Software to Support its International Factoring Expansion
GE Closes Sale of Consumer Finance Business in France - Last Major Closing of GE Capital Exit Plan
Lazard Global Listed Infrastructure Fund Wins Two Lipper Fund Awards
Global Brands List of 2017 Awarded Elite Capital & Co. the Best Financial Brand in United Kingdom
FTI Consulting Receives Recognition in the Legal Industry
FinTech Start-ups Disrupt Business Models, Customer Engagement and Financial Services Delivery in Europe Finds Frost & Sullivan
Elite Capital & Co. Limited Signs Deal with ACB Investments Holding
LexisNexis® Business Insight Solutions Expands Risk Management Portfolio with New Risk Media Monitoring Solution
GE to Sell Shares in Hyundai Card Co. to Hyundai Commercial, Affinity Equity Partners and Other Investors
Societe Generale Named Best Trade Finance Provider in Western Europe and Emerging Markets by Global Finance
Frost & Sullivan Sees Strong IPO Momentum on ASX in 2017 - Strengthens Independent Market Research for IPO's team in Australia

Boost Your Social Network
& Crowdfunding Campaigns


LIFETIME SOCIAL MEDIA WALL
NewswireToday Celebrates 10 Years in Business


PREMIUM Members


Visit  JobsWare.com

Visit  La Bella Bakery Artisan Bakery Arizona





 
  ©2017 Newswire Today — Limelon Advertising, Co.
Home | About | Advertise/Pricing | Contact | Investors | Privacy/TOS | Sitemap | FRANCAIS
newswire, PR free press releases distribution service magazines engine news alert newsroom press room breaking news public relations articles company news alerts newswiredistribution ezine bizentrepreneur biznewstoday digital business report market search pr firms agencies reports distri-bution today investor relation successful internet entrepreneurs newswire distribution prtoday.com freenewswiredistribution asianewstoday bizwiretoday USA pr UK today - NOT affiliated with PRNewswire as we declined their partnership offer in 2013
 
PRTODAY & NewswireTODAY are NOT affiliated with USA TODAY (usatoday.com)