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DATE / TIME EVENTS / INDUSTRY LOCATION
Mar 31, 2010-
Mar 31, 2010
12:00PM - 01:00PM
Is a Roth IRA conversion right for you?
A Complimentary Educational Seminar
Napa,
1030 Seminary St., Suite A Napa, CA 94559
Event Description
 
Jacobson Wealth Management & Insurance Services
PRESENTS
 
A Complimentary Educational Seminar
 
Pay Now or Later
Is a Roth IRA conversion right for you?
 
March 31st & April 28th 2010
12:00 pm. – 1:00 pm.
Light refreshments will be served
 
Investment Advisor Representatives with and Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. Neither TFA nor its Representatives may offer tax and/or legal advice. Please consult your tax and/or legal advisor for guidance on your particular situation.
 
 
Fee: $0.00

Contact Information
Name: Cheryl Thompson     Email: cheryl@jacobsonwealth.com
Phone: 707-224-7424      Fax: 888-224-8178

 

      

 

In this Issue

Plant Power

The Economist called 2019 “the year of the vegan.” Indeed, we are seeing more and more plant-based alternatives to meat and dairy on grocery store shelves and restaurant menus. Many people...

Kid Safe? The Vaccination Debate

Measles, mumps, chicken pox and other childhood diseases of yesteryear are making headlines again in the United States. Formally prevalent viruses and bacterium affected thousands of lives before a sc...

Managing Workplace Stress

If you’re not stressed at your job and workplace, consider yourself lucky. In a recent Gallup poll, 55 percent of Americans said they are stressed during the day, 20 percent higher than the worl...

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22-Feb-2020 01:00 pm