ROTH IRA'S and the Power Behind Them

We had a great networking meeting last Friday.  Jodi Vawdrey was the speaker and she had some incredible infromation on how to utilize a ROTH IRA.  Check out her link in number two, she has a fun tool  that helps you determine when you will be a Millionaire.

Here is the link:   http://jodivawdrey.nmfn.com/calculators.cfm

Dear Utah Valley REIA members,

Thank you for the opportunity to share information on the incredible Roth IRA conversion opportunity available in 2010.  This information is particularly valuable.  I have found that successful people have a strong network and  build a team of professionals to share information, ideas and support each other in their success, and I am proud to be on your financial services team and share this information with you as members of the Utah Valley REIA!

1. I would love to mail you an estate planning case study that was not passed out at the meeting. Please email me that you want me to send you this information FREE of charge:   This e-mail address is being protected from spambots. You need JavaScript enabled to view it
2. And here is a  link to several financial tools including a Roth IRA conversion calculator.  http://jodivawdrey.nmfn.com/calculators.cfm

Of course, a modeling calculator provides limited basic information and an individual should meet with their tax and financial service professionals to evaluate and consider all aspects of a Roth IRA conversion prior to doing so.

I am happy to be a resource to you and your members.

Thanks again and have a great week!            

Jodi Vawdrey

10701 S River Front Pkwy #480, South Jordan, UT 84095
801.205.8857 cell
801.302.8850 x107 office
801.748.1250 direct
This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Dear Utah Valley REIA,

Thank you for the opportunity to talk with you at the last meeting and to present some basic information regarding estate planning.  As promised, I am sending you the statutory form for the Utah Advanced Health Care Directive along with instructions on how to fill out the form.  Please read the instructions carefully before completing the form.  Remember, you must sign this form in the presence of one witness and a notary public. Once signed, you should provide a copy to your health care provider (usually your primary care physician) and copies to those people you name as agents.

I have also included a checklist on the basics of estate planning.  I would be happy to answer any questions you may have about your current estate plan or about the possibility of creating a customized plan for you and your family.

Again, it was such a pleasure to meet with you today and I look forward to working with you in the future should you need our services.  Happy investing!

Sincerely yours,

Instructions for Utah Health Care Directive.pdf (60KB)

Utah Advanced Health Care Directive.pdf (31KB)

Estate Planning Checklist.pdf (52KB)

Natalie C. Segall, Esq.*

SEGALL & BANKO

A Professional Limited Liability Company

P.O. Box 1768

Park City, Utah  84060

Tel:  (435) 615-7424

Fax:  (435) 615-7514

Email:    This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Colorado address:

SEGALL & BANKO

A Professional Limited Liability Company

c/o Cameron M. Banko. Esq.**

P.O. Box 6657

Avon, Colorado  81620

Tel:  (303) 495-0020

Tel:  (720) 233-5510

*Ms. Segall is licensed in Utah, Colorado and New York.

**Mr. Banko is licensed in Colorado and Utah

We have a real treat for you this coming meeting.  We will be having a LIVE Panel discussion on deal structuring.  So come prepared with your questions because there will be a Q & A Section to this month's meeting.

We have three experienced investors on the panel who are going to be answering your questions.

RSVP for the meeting is only takes 2 seconds click on the link provided that's all you have to do: https://theconnector.infusionsoft.com/link/ad624aa0/16e360

Our sponsor to this month's meeting is Natalie Segall, Esq.  She will be handing out a FREE audio CD to the first 50 people at the meeting on getting your legal affairs in order.  So make sure to get there on time.

Come network and learn about Real Estate Investing. Find deals, partners, contractors or just sit back and meet some new people.

Make sure to bring your friends, family and anyone else that is interested in Real Estate to this. The person that brings the most guests will win a prize. Everyone is welcome and it is completely free to attend.

When: February 12th 12:30pm - 2:00pm
Where: Provo City Library 550 N University Avenue, Provo
Details: Free for UVREIA Silver Members or first time guests, $15 at the door for all others. Memberships start at $99 a year.
Who: You! And your friends, family, spouse, clients, contractors, etc