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Please RSVP for the
Saturday, February 11, 2012 meeting:
Your prompt response would be most appreciated.
DATE:
Saturday, February 11, 2012 , 9:45 A.M. Registration,
10:00 A.M.
Main Presentation
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
PRESENTATION TOPIC--
'Financial Planning Strategies, presented by Joseph
Dankowski, CFP®'
PRESENTATION OVERVIEW:
This session will cover a variety of financial planning
topics requested by AAII members. The strategies discussed will be focused on
ways to improve your current investment plan, create guaranteed income, tax
efficiency, risk management, and overall wealth management.
ATTEND THIS MEETING TO LEARN:
1. How to structure retirement
income- ways to recreate your paycheck in retirement years.
2. Create ways to use Life Insurance- Retirement Planning and Education Planning
for children or grandchildren
3. Tax Efficient Investment Strategies
REASONS TO ATTEND THIS MEETING:
1. You will be prepared for retirement
2. You will learn creative investment strategies
3. Various Financial Planning topics will be covered
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Joseph J. Dankowski, CFP®
Vice President, Certified Financial Planner™
First Financial Group, Baltimore, MD
Phone 410-832-4163
Joseph Dankowski, is a CERTIFIED FINANCIALPLANNER™
and a Wealth Manager with the First Financial Group. He leads a financial
planning practice that assists corporate executives, entrepreneurs, business
owners, professionals, and their families to develop and implement coordinated
financial strategies. He has an open architecture approach that allows him the
ability to offer the highest quality and most objective advice, to address the
unique needs of his clients. The hallmark of his practice has always been to
deliver personalized financial planning strategies with best of class service.
He helps each client to define and develop clear objectives, and to design a
tailored strategy to help build, manage and preserve their wealth.
Joseph, is also an accomplished financial services executive with the proven
ability to create and implement strategic business plans, complementing twelve
years of exceeding revenue goals. Concurrent, to his role as a Wealth Manager,
he is also a Vice President of the First Financial Group, one the largest
independent wealth management firms in Maryland. Prior to his current roles, he
led the financial planning and wealth management division for Ameriprise
Financial in the Baltimore Maryland metro area. He graduated with from
Providence College and is currently pursuing a Masters in Business
Administration from the Smith School of Business at the University of Maryland.
He resides with his wife, Desiree, and dog, Bogart in Phoenix MD.
Charge/Fee:
$5 per person and per
guest with pre-registration before February 8th
$7 per person and per guest with
pre-registration after February 8th
$10 per person at-the-door if you are not pre-registered
CASH AT-THE-DOOR PAYMENT FOR ALL ATTENDEES.
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