Please RSVP for the
June 12, 2010 meeting:
Your prompt response would be most appreciated.
DATE:
June 12, 2010 , 10 A.M. Registration
The Baltimore Chapter of AAII will begin the program with a brief group discussion. This will be followed by the main presentation.
PRESENTATION TOPIC--
'Retirement Income Strategies'
PRESENTATION DESCRIPTION--
The
presentation will be on ways to recreate income during your retirement years.
The focus will be on preparing for the wealth distribution phase of your life
and solutions to distribute the wealth in a tax efficient way. We will review
the keys to building wealth for retirement and the key factors to be prepared
for in retirement.
In this engaging presentation, you will learn:
REASONS TO ATTEND:
SPEAKER
BIOGRAPHY:
Joseph J. Dankowski, CFP®
Vice President, CERTIFIED FINANCIAL PLANNER™
First Financial Group, Baltimore, MD
As a CERTIFIED FINANCIAL PLANNER™, Joseph is building a wealth management and financial planning practice with high net worth clients who want options when it comes to advanced financial planning strategies. The hallmark of his practice is to deliver personalized financial planning and tactics that help meet the unique needs of my clients. He works with each client to define and develop clear objectives and to design a tailored financial plan to help build, manage, and preserve their wealth.
Charge/Fee:
ON-LINE PRE-REGISTRATION IS
NOW CLOSED
There is still room to attend this meeting with
at-the-door registration
$10 per person at-the-door if you are not pre-registered