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Roth IRA and Roth Conversions - Why it is good for you

Financial Planning Seminar

Retirement savings accounts can be confusing. This presentation will explain the basics of Roth IRA and Roth IRA Conversions, review their benefits and why 2019 could be the “best time” to do Roth IRA Conversions. 

Please register:

Susanna is a CFP® professional and a member of the Silicon Valley Chapter of the Financial Planning Association (FPA). Susanna had presented multiple financial planning workshops in the local community including the Avenidas Senior Center in Palo Alto. She is also a volunteering tax preparer for the AARP Foundation Tax-Aide program.

Presented by FPA of Silicon Valley, a non-profit organization.  Financial Planners will not endorse or recommend individual stocks or products. This workshop is offered as a public service to improve financial literacy, free of charge.  Sponsored in part by Friends of the Library.

Program Sponsor: Sponsored by the Friends of the Library Bookstore

More Information
Contact:     Roz Kutler
Phone: (650) 780-7058

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