Friday, April 2, 2010

Investment Finance Speaker Event

Finance Association proudly presents an investment finance professional in our Spring 2010 - Speaker Event. Sally Shi, CFP (Certified Financial Planner), Executive Director of Oppenheimer & Company will present this year’s most important personal tax law change: Roth IRA conversion and how we can benefit from this change.

She will also talk about her market outlook and investment strategy, if time permits.

Please join the Bay Area Finance Association - Investment Finance Speaker Event on 07th May 2010.

Speaker: Sally Shi, Executive Director of Oppenheimer & Co

Topic: Roth IRA conversion and how we can benefit from this change

Date: Friday May 07th

Time: 5.10 p.m – 5.50 p.m

Location: Room 1504. UC Davis, GSM BayArea, San Ramon

Please RSVP as soon as possible.

BAFA members are free to attend.
Non-Members will pay $5.00 for the event.



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