AAII Baltimore Investment Education Chapter

Please RSVP for the Saturday, October 14, 2017 meeting:
Your prompt response would be most appreciated.

DATE:
Saturday, Saturday, October 14, 9:45 A.M. Registration, 10:00 A.M. Main Presentation

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

PRESENTATION TOPIC--  Tax Planning

PRESENTATION OVERVIEW: 
Doug Miller will discuss often overlooked strategies to minimize taxes in retirement. Taxes are the largest liability that we face in our lifetime. Reducing taxes has a much bigger impact on your financial security than whether or not your portfolio out- or underperforms a benchmark by half of 1%.

ATTEND THIS MEETING TO LEARN: 
1.How asset allocation can affect the dollars you get to keep
2.Optimizing asset distribution in retirement
3.Minimizing tax consequences of passing assets to the next generation

SPEAKERS / SPEAKERS' BIOGRAPHY:
Doug Miller
Financial Advisor, Northwestern Mutual

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, MD.

Charge/Fee: 
$5 per person and per guest with pre-registration before October 11th
$7 per person and per guest with pre-registration after October 11th
$10 per person at-the-door if you are not pre-registered




Please list the names of GUESTS that will be attending the meeting with you:

Please indicate any ADA disability needs (72 hours notice required to allow us to fulfill requests)


RSVP RESPONSE

Yes I will be attending the Saturday, October 14th meeting.

No I can not attend the meeting.




Copyright 2017 Michael B. Herr. All rights reserved.

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