One Senior Place - Financial Planning Educational Seminar Series

~An Educational Seminar Series ~

"Financial Planning for
Today's Women"

Tuesday, January 12th
12:00pm

Andrea Beck of Nuveen Investments will join Financial Advisors, Bentley Smith and David Lee of the Suntree office of Morgan Stanley Smith Barney to discuss how to take control of your financial affairs. 
They will also discuss retirement challenges and opportunities.

Lunch and refreshments will be provided.
To RSVP, or for more information please call
Bentley Smith at 253-6846 or
David Lee at 751-2027

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"Should I Convert my
IRA into a Roth IRA?"

Tuesday, January 19th
12:00pm

Starting in 2010, the income restrictions on converting to a Roth IRA will be lifted.  Susan Morse, Wealth Advisor at Morgan Stanley Smith Barney's Suntree Branch will talk about the opportunities to convert traditional IRA's into Roth IRA's. 

• What are the considerations before converting your IRA?
• What questions should you ask your tax advisor before taking this step?

In addition to this discussion, Susan will briefly talk about the markets and what we may see in this New Year.

Refreshments will be served.
To RSVP, or for more information please call
Wendy at 751-2022. 

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"Off with the Old Investment Strategies-
On with the New"

Tuesday, January 26th
12:00pm

Please join Financial Advisors, Bentley Smith and David Lee of the Suntree office of Morgan Stanley Smith Barney to discuss new ideas in the investment world.  IRA's, Roth IRA's and 401k conversions will be a few of the many retirement topics to be discussed.

Lunch will be served.
To RSVP, or for more information please call
Bentley Smith at 253-6846 or
David Lee at 751-2027.

These FREE seminars will be held at:

One Senior Place
8085 Spyglass Hill Rd
Viera, FL 32940