AAII Baltimore Investment Education Chapter |
DATE:
Brooklyn Park Library Branch
1 East 11th
Avenue
Baltimore, MD 21225
(driving directions: www.aacpl.net/branch_info/bpk.htm )
PRESENTATION TOPIC-- Tax Planning
PRESENTATION OVERVIEW:
ATTEND THIS MEETING TO LEARN:
1.How
asset allocation can affect the dollars you get to keep
2.Optimizing
asset distribution in retirement
3.Minimizing tax consequences of
passing assets to the next generation
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Doug Miller
Financial Advisor, Northwestern Mutual
Speaker Biography:
Doug Miller is a certified
financial planner. He began his career as an estate planning attorney
and business transactional attorney, and has been in the financial
services field since January of 2000. He works with business owners and
affluent individuals and families to educate them while achieving their
financial goals. He is married with three daughters and lives in Carroll
County, MD.
Charge/Fee:
$5 per person and per guest with pre-registration
before October 11th
$7 per
person and per guest with pre-registration after October 11th
$10 per person at-the-door if you are not pre-registered
Copyright 2017 Michael B. Herr. All rights reserved.
This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.