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  • Kaimuki, Hawaii
    Event Calendar Item

  • Understanding IRA's (Individual Retirement Accounts)

  • Date: Tuesday - 7/19/2011
    Time: 10:00 - 11:30AM
    Location:
    Waikiki Community Center - Room 202E
    310 Paoakalani Ave.
    Honolulu, HI 96815
    View Map
    Cost:
Do you have questions about your IRA? What’s the difference between a Traditional IRA and a ROTH IRA. How do you determine whether you should keep your Traditional IRA or convert to a ROTH IRA? What are the tax requirements? What are the tax consequences if you inherit an IRA?

Valerie Schmidt, CFS, ChFC, CFP has a business degree from Lewis & Clark College and has been with Ameriprise since 1997. Sean Imai, CRPC is a 2008 Finance Major and Graduate of the University of Hawaii. Both are interested in helping you better understand IRAs so you can make appropriate financial decisions for a better quality of life.

Sean and Valerie plan an informal presentation and a Q & A time. Bring your own questions and join us for an informative discussion about IRAs. For more information call 923-1802 Ext. 105, or visit our web site at: www.waikikicommunitycenter.org



Who: Valerie Schmidt, CFS, ChFC, CEP & Sean Imai, CRPC, Ameriprise Financial Services, Inc.
What: Presentation: “Understanding IRAs”
When: Tuesday, July 19, from 10:00 – 11:30AM
Where; WCC Chapel
How Much: Fee: $2.00 Members/$4.00 Non-Members or Guests
Registration Deadline: Monday, July 18, by noon. Call 923-1802

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