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-- Secure Act impact on retirement/estate planning
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'
Financial Adviser, Northwestern Mutual (Columbia, MD)
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.
$ 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.
This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.