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Silicon Valley/San Jose Chapter

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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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Chapter Events
 
Save The Dates

ERISA: Current 401(k) and Issues with Benefit Plan Audits, Part I & II
Dates: June 4 and July 9
Time: 8–10 a.m.

June 8: Annual Estate Planning Symposium
Time: 1–5 p.m.
Note date change!

 
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From technical committees to discussion groups, the Silicon Valley San Jose Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.

 
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Program Associate:
Stephanie Stewart
(408) 983-1122

Bulletin Editor:
Steve Grimaud

Program Director:
Vince Chin
(916) 551-2963

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