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-- End of Year Tax Planning
ATTEND THIS MEETING TO LEARN:
1. Simple Strategies you can implement NOW to reduce your 2019 taxes.
2. Advanced Strategies to reduce your taxes in 2020 & beyond.
3. Small Business Strategies to pay yourself instead of the IRS.
SPEAKERS / SPEAKERS'
Financial Adviser, Prostatis Financial Advisors (Hanover, MD)
Ryan Herbert is an investment adviser representative who brings a fresh approach to Prostatis Financial Advisors. Herbert attended Coastal Carolina University in Myrtle Beach, South Carolina, where he received a bachelorís of science in finance. He has been with Prostatis Financial Advisors since 2008 and has previously worked with Merrill Lynch Private Wealth Management and T. Rowe Price. Herbert was recently named a six-time Five Star Wealth Manager for 2013, 2014, 2015, 2016, 2017 and 2018, ranking him among the top 5% of the wealth managers in the Baltimore area. He has been featured in Baltimore Magazine.
$5 per person and per guest with pre-registration before December 4
$7 per person and per guest with pre-registration after December 4
$10 per person at-the-door if you are not pre-registered
Copyright 2019 Michael B. Herr. All rights reserved.
This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.