AAII Baltimore Investment Education Chapter
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
(driving directions: www.aacpl.net/branch_info/bpk.htm )
PRESENTATION TOPIC-- Tax Planning
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'
Financial Advisor, Northwestern Mutual
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.
$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.