Speaking
Engagements
Mr. Rubins has been a frequent
lecturer, educator and consultant on retirement planning
strategies for individuals and businesses with special expertise
on inherited IRAs. He is a leading expert in handling IRAs and
401(k) distributions, age 70˝ required minimum distribution
decisions and inheritance by the next generation.
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| Upcoming Engagements
|
| Spring 2007
Saturday
March 10th
9:00am - 1:00pm
Rm #1520
|
Retirement Planning for You and Your Family
Santa Rosa Junior College Community Education Course
Course #9064
Fee $49
Room 1520, Emeritus Hall, Santa Rosa Campus
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| Ongoing
|
Understanding
the Importance of Retirement Plan Beneficiaries
Presentations
to companies for their employees
Contact us
for additional information or if you would like
to schedule a presentation.
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| Previous
Engagements |
| Santa
Rosa Junior College Community Education |
| 2004 - present |
Retirement Planning for You and Your Family. |
| 1999 - 2003 |
Tax and Estate Planning Strategies with IRAs, 401(k)s, & Roth IRAs So Mistakes Can Be Avoided. |
| Continuing Education Trust Seminar in Hawaii |
| Oct
2000 |
The Truth About Trusts
Kauai, HI |
| Dust
Control Association |
| Oct
2000 |
Financial Building Blocks to Success
Or (How To Keep The IRS From Taking Your Building Blocks)
San Francisco, CA |
| Citrus
Valley Health Foundation |
| Oct
2000 |
Estate Planning with 401(k), IRA & Roth-IRA is Different
- Creating Opportunities for Charitable Giving
Covina, CA |
| Foothill's
Top 25 Product Fair |
| Oct
2000 |
Estate Planning With 401(k)s, IRAs & Roth-IRAs Is Different
Hyatt Regency, Kauai |
| American
Skandia |
| Sep
2000 |
Estate Planning with 401(k)s, IRAs & Roth-IRAs is
Different
Memphis, Nashville & Knoxville, TN |
| St.
Helena Hospital Foundation |
| Feb
2000 |
Estate Planning With 401(k)s & IRAs Is Different
St Helena, CA |
Financial Planning Association
National Conference - Success Forum 1999 |
| Oct 1999 |
San Antonio, TX
Estate Planning Strategies to Maximize the Tax Benefits of Inherited IRA & 401(k) Plans Including the new Roth IRA |
Financial Planning Association
Southern California National Planning Conference |
| May 2001 |
23rd Annual Southern California Financial Planning
Conference
Estate Planning with 401(k), IRA, and Roth-IRA Is Different |
| Apr 2000 |
22nd Annual Southern California
Conference
Estate Planning With 401(k), IRA & Roth-IRA is Different
San Diego, CA |
| May
1999 |
Estate Planning with Retirement Plans Including the New Roth IRA
Long Beach, CA |
| May 1996 |
How to Keep your Inherited Retirement Savings Tax Deferred for Decades
Irvine, CA |
| May 1995 |
Retirement Plan Distributions: Opportunities & Pitfalls for a Lifetime & Beyond
Newport Beach, CA |
| May 1993 |
The Magic of Salary Deferral Plans
Palm Desert, CA |
| May 1991 |
SEPs & SAR-SEPs The Facts are Hard to Find
Palm Desert, CA |
Financial Planning Association
Annual San Diego Chapter Symposiums |
| Oct 1999 |
Estate Planning Strategies to Maximize the Tax Benefits of Inherited IRA & 401(k) Plans Including the New Roth IRA
San Diego, CA |
| Oct 1998 |
Estate Planning with Retirement Plans Including the New Roth IRA
San Diego, CA |
| Oct 1997 |
Post Mortem Planning for Inherited Retirement Plans
San Diego, CA |
Financial Planning Association
North Bay Chapter |
| May
2000 |
Estate Planning with 401(k)s & IRAs is Different
San Rafael, CA |
| Sonoma County Bar Association
(Attorney Continuing Education) |
| Sep
1998 |
How
to Avoid Problems with Inherited IRA?s and 401(k)s
Santa Rosa, CA |
| Oct 1995 |
How to Keep Inherited Retirement Savings Tax Deferred
Santa Rosa, CA |
| Napa County Bar Association |
| Jan 1999 |
How to Avoid Problems with Inherited IRAs and 401(k)s including the new Roth IRA |
| Petaluma Estate Planning Group |
| Feb 1999 |
How to Avoid Problems with Inherited IRAs and 401(k)s including the new Roth IRA |
Santa Rosa Discussion Group
California Society of Certified Public Accountants |
| Jun
2002 |
Long
Term Care Tax Issues |
| Aug 1997 |
How
To Keep Your Inherited Retirement Savings Tax Deferred for Decades
Santa Rosa, CA |
| Feb
1993 |
How
To Retire Early & Avoid Early Withdrawal Penalties Prior to Age 59 ˝
Santa Rosa, CA |
Santa Rosa Discussion Group
North Bay Chapter
Society of California Accountants |
| Sep 1997 |
Post Mortem Planning for Inherited Retirement Plans
San Rafael, CA |
| May 1992 |
The Magic of Salary Deferral Plans
San Rafael, CA
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Continuing Education - CPA Firms
- Lavine, Lofgren Morris & Eugelbey LLP CPA, San Diego
CA
- Zainer, Rinshart & Clark
LLP, CPA, Santa Rosa,
CA
- Moss Adams LLP, Santa Rosa,
CA
- Morre & Company LLP, Novato,
CA
- Linkenheimer, LLP, Santa Rosa,
CA
- Glenn, Guattery, Gunn, McAravy &
Naiditch, LLP, Santa Rosa,
CA
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Continuing Education -
Law Firms
- Passalacqua, Mazzoni,
Gladden, Lopez, Wigdahl & Passarino LLP, Healdsburg, CA
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Civic & Professional Organizations
- Rotary
- American Association of University Woman
- Personnel Association of Sonoma County
- North Bay Career Resource Center
- Santa Rosa Junior College Community Education Classes
- California Public Employees Retirement System
(PERS) seminars
- Hurd Real Estate
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Radio Guest Appearances
- Jim Jorgensen's San Francisco Money Talk Show
- Len Tillem's KSRO Santa Rosa
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Publications & Articles
- Financial Planning, December 1998
- Sonoma County Bar Association, Winter 1999 "Bar Briefs"
- Santa Rosa Press Democrat
- The Business Journal
- Sonoma Business Magazine
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