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Estate & Trusts Committee: Roth IRA Conversions

Join us at our next meeting as certified estate planning specialist Richard Dayton, of The Dayton Law Firm, shares his insight of Roth IRA conversions and IRA inheritance trusts. Dayton is a Certified Estate Planning Specialist and his practice, headquartered in San Jose, provides expert legal care with empathy for individuals, families and businesses. Practice areas include elder care, business succession planning and incorporation with a specialization in estate planning.

Date: Thursday, Feb. 18
Register today.

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Save the Date

ERISA Discussion Group: Benefit Plan Audits & Accounting
Dates: May 18 and June 8
Time: 8:30–10:30 a.m.
Cost: FREE
CPE: 2 hours (A&A)
New Location: Burr Pilger Mayer, Inc.; 60 S. Market St., Suite 800; San Jose

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