1. Financial Literacy Trainings Provided by WorkFirst Partner Agencies (Does NOT Include Contracted Services)Rg Name of the Time Brief DescriptionProvider Referral CriteriaServiceFrames…

1. ROTH IRAs in 2010 Advanced Conversions Strategies Leon C. LaBrecque JD, CPA, CFP®,CFA LJPR, LLCReducing Uncertainty™ 2. Outline Roth Basics Contribution and Conversions…

1. How to fill outForm 413 Personal Financial Statement by FitSmallBusiness.com 2. All Loan applicantsmust complete SBA Form 413 – the Personal Financial Statement,Which…

1. THE HIGHLANDS TEA PARTYSebring, Florida http://thehighlandsteaparty.com/ 2. America's hidden debt bombs 3. America's hidden debt bombs America's total debt…

1. Peggy Kessinger, Financial Advisor Women’s Approach to Money:Getting to the Heart of the Matter [email_address] 2. History of Women & Money Traditional split Men…

1. Presented by: Kelly A. Chambers, CPA Stambaugh Ness PCNovember 13, 2009 2. If your company has a retirement plan… contribute to it! ◦ The contributions are not taxable…

1. INCOME TAXFINANCIAL PLANNING Instructor: Dennis Phillips 2. CLASS SCHEDULE Class is from 6:00 to 10:00 p.m..I will shorten up breaks so that we can usually leave a little…

1. Presented by: Kelly A. Chambers, CPA Stambaugh Ness PCNovember 13, 2009 2. If your company has a retirement plan… contribute to it! ◦ The contributions are not taxable…

1.  TAXES  Short-term capital gains are taxed at normal rates, up to 39.6%  Long-term capital gains are taxed at 0%, 15%, or 20%  Transaction costs  Assuming…

Slide 1 Slide 2 Estate Planning Opportunities for Believers… Salem Nazarene Foundation Presentation March 4, 2007 Slide 3 Five Reasons Not to Make a Will 1. The courts…