Thursday, April 20, 2006

Announcing two community forums

TCP1 or TCP2
Facts and Analysis

Announcing two community forums to provide independent unbiased analysis and facts about the choices LANL employees are facing. (Absolutely no solicitation).

Thursday, April 27th 2006
5:30 - 7:30 p.m.
Hilltop House, Los Alamos

Thursday, May 11th 2006
3:00 - 5:00 p.m.
Research Park, Los Alamos

Speakers: Donna Skeels Cygan, Certified Financial Planner & Ron Pattison, Certified Public Accountant

Please RSVP to 505-661-2263

Does anybody REALLY believe that these people are REALLY independant?

They are in business to make money. You gets what you pays for!
Vultures are circling Los Alamos in large numbers these days.
Yes, the vultures have heard about all of the millionaires!
I just went to something similar hosted by LANB last Tuesday (4/18) but put on by independent money managers. It was pretty lame in my opinion. They spent the first 30 minutes or so going over typical tcp1 vs. tcp2 scenarious that most of us have already done. The second half dealt with IRAs, 401k's, and taxes etc. that was more useful. I asked about the IRS rule on the "same desk" criteria but they didn't have much knowledge of this rule.

At the end they passed out an evaluation form. This form had one short part for the evaluation but the majority of the form was to help you set up a private meeting with them. Clearly they are looking for ways to manage your money.
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