AAII Baltimore Investment Education Chapter

Please RSVP for the Saturday, March 7, 2020 meeting:
PLEASE NOTE THIS MEETING IS ON THE FIRST SATURDAY OF THE MONTH
Your prompt response would be most appreciated.

DATE:
Saturday, March 7, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
 
(driving directions:  www.aacpl.net/branch_info/bpk.htm )

PRESENTATION TOPIC--  Secure Act impact on retirement/estate planning

PRESENTATION OVERVIEW: 
The Secure Act made dramatic changes to the contribution and distribution requirements for retirement plans. There are several tremendous opportunities for individuals to accumulate larger retirement plans as well as increased access to insurance products inside of the retirement plans. Of course these changes also have some pitfalls that could cause Uncle Sam to be the primary beneficiary. This presentation will focus on how to keep more of what you have worked so hard to build for you and your famly.

ATTEND THIS MEETING TO LEARN: 
1.) Change in RMD requirements for owners and beneficiaries
2. Change in Contribution Rules and retirement plan rules
3. Tax Planning Opportunities and Tax Traps to Avoid

SPEAKERS / SPEAKERS' BIOGRAPHY:
Doug Miller
Financial Adviser, Northwestern Mutual (Columbia, MD)
https://www.northwesternmutual.com/financial/advisor/doug-miller/

Douglas Miller

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, Maryland.

Charge/Fee: 

$ 5 per person pre-registered on this site prior to Wednesday, March 4
$ 7 per person pre-registered on this site after Wednesday, March 4
$10 per person at-the-door if you are not pre-registered




Copyright 2020 Michael B. Herr. All rights reserved.

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