Welcome
to AAII Baltimore Chapter Website
CLICK HERE TO RSVP /
REGISTER
DATE:
February 13, 2010
10 A.M. Registration
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
PRESENTATION TOPIC--
'Taxes
and Alternatives to Shape Investment Planning'
In this engaging presentation, you will learn:
-
The latest tax-savvy investment strategies
-
How to use alternative and specialty investments as part of the
investment portfolio mix
-
How to mix advanced estate planning techniques and investments
REASONS TO ATTEND:
- Get some fresh, out-of-the-box ideas for investment planning
- Finally understand the changing nature of fixed income investment
choices
- Learn how to coordinate your approach to tax, investment and
personal financial planning
SPEAKER
BIOGRAPHY:
David Goldner, CP, CFP, CVA
Managing Partner
Gross,
Mendelsohn & Associates, P.A
David Goldner, CPA,
CFP, CVA, is managing partner of Gross, Mendelsohn & Associates, P.A., a CPA and
business consulting firm. He specializes in delivering integrated tax, estate
and investment planning strategies to clients. David serves on the board of
directors of the Baltimore Estate Planning Council and the investment committees
of the Susan G Komen Foundation of Maryland and Big Brothers Big Sisters of
Central Maryland.
Charge/Fee:
There is
$5
for pre-registered members and guests with RSVP before February 10th.
$7 per person and per guest after that date with
pre-registration.
$10 per person at-the-door if you are not pre-registered
CASH AT-THE-DOOR PAYMENT FOR ALL ATTENDEES.
If you have any
questions, comments, or wish to be added to our e-mail announcement list about our website or group, please feel free to send me
an e-mail. Thanks. Michael Herr, M.D.
rsvp@aaiibaltimore.com .
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