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Navigating Tax Free Accounts - Roth, Roth Conversions, HSAs, and 529s - a Continuing Education Seminar by Parsec Financial

When: Friday May 14th, 2010 from 10:00-11:30 AM

What: Rick Manske, CFP®, and Managing Partner from Parsec Financial will be presenting the seminar Navigating Tax Free Accounts: Roth, Roth Conversions, 529s, and HSAs. [CE approved by the NC State Bar and CFP Board; also available to CPAs. General public welcome.]

Where: Crest Center and Pavilion

Curriculum Covered:

• Key features and advantages along with drawbacks of contributory Roths and Roth conversions;
• 529 accounts and their key elements, delving more deeply into NC 529 accounts; and
• Deposit and withdraw features of Health Savings Accounts (HSA) including their tax benefits.

Cost: $20.00 for seminar. $40 for seminar and Financial Literacy Luncheon ticket.

Purchase tickets here.

About Parsec Financial: Parsec Financial was founded in 1980 and as of 2/28/2010 managed over $990 million in client assets.  The firm serves clients in 37 states and has offices in Asheville and Charlotte, North Carolina.  Parsec has been included in Bloomberg's annual list of top wealth managers for the past eight years, and Bart Boyer has been listed several times by Medical Economics magazine as one of the top 150 financial advisors for doctors.  In addition, he appeared on the cover of Worth Magazine in 2002. For more information, visit www.ParsecFinancial.com.