- Investing in a rising tax environment
- Using your RMD to pass your IRA income TAX FREE to your beneficiaries
- Why NOW may be the time to convert your IRA to a ROTH
- Estate planning for 2011
- And much more
This seminar combines the expertise of Daniel S. Romero, CFP®, AIF®, CFS, a certified financial planner; Melissa Levin, CFP®, CFS, a life and disability insurance agent; Gregory Levin, CFP®, a health insurance agent; and Dan Lively, Esq., LL.M, CPA, one of Orange County’s top tax attorneys and estate planning attorney. This seminar is specifically aimed at those 59 1/2 and older, but all ages can benefit from the advice to be presented.
Seating is limited, so contact Johnna Iantorno at 714 547-8787 x 121 to register for one of the two following dates:
- Tuesday, October 12, 2010— 7PM
at Karl H. Romero & Associates, Inc.
1585 E. 17th St
Santa Ana, CA 92705
- Wednesday, October 13, 2010— 7PM
at Marcus & Millichap
19800 MacArthur Blvd.
Irvine, CA 92612
The team at BMR Insurance has worked with Romero & Levin Weath Management for almost a decade, and have referred many clients to them for excellent service. Dan Lively recently was named as one of the top five tax attorneys in Orange County, California, and we have nothing but respect for his abilities in tax law and estate planning.
Please feel free to contact us at BMR Insurance to discuss the event or any of the presenters. We’ll be happy to discuss their merits!