Roth IRAs in Estate Planning

Date: Wednesday, October 5, 2011
Time: 11:30 AM - 1:00 PM
Location: Courtyard Marriott Hotel in Provo
Speaker: Erik Hendrickson, Bernstein Global Wealth Management


Please join us on October 5th for our next luncheon.  The topic will be Roth IRAs in Estate Planning, presented by Bernstein Global Wealth Management.  Lest you think by the title that this will be of little interest or relevance, I can assure you after having seen the materials that the content is top notch and the research is cutting edge.  This should help all planning disciplines (law, accountancy, financial advisory, philanthropy) be better educated to advise clients on the strategies that can help them build and plan their legacy.

Additionally, don't forget that at our luncheons we now have full access to Magleby's entire "power buffet," which includes about the best spread on the planet.

Please visit our website to RSVP (  We hope to see you there!

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