AAII Baltimore Investment Education Chapter

Please RSVP for the Saturday, December 7th  2019 meeting:
PLEASE NOTE THIS MEETING IS ON THE FIRST SATURDAY OF THE MONTH
Your prompt response would be most appreciated.

DATE:
Saturday, December 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--  End of Year Tax Planning

PRESENTATION OVERVIEW: 
The number one fear retirees have is running out of money. Creating and Preserving your wealth takes more than simple preparation; it takes tax planning. We will show you the difference between using a tax preparer versus using a tax planner. We will cover some of the simple tax reductions strategies you may already know; and some you may not have considered. We will discuss a few advanced strategies that have only recently become widely available. If you have a small business, learn how to properly structure your company and retirement benefits to take advantage of tax code.

ATTEND THIS MEETING TO LEARN: 
1. Simple Strategies you can implement NOW to reduce your 2019 taxes.
2. Advanced Strategies to reduce your taxes in 2020 & beyond.
3. Small Business Strategies to pay yourself instead of the IRS.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Ryan Herbert
Financial Adviser, Prostatis Financial Advisors (Hanover, MD)
https://prostatisfinancial.com

ryan herbert

Speaker Biography:
Ryan Herbert is an investment adviser representative who brings a fresh approach to Prostatis Financial Advisors. Herbert attended Coastal Carolina University in Myrtle Beach, South Carolina, where he received a bachelorís of science in finance. He has been with Prostatis Financial Advisors since 2008 and has previously worked with Merrill Lynch Private Wealth Management and T. Rowe Price. Herbert was recently named a six-time Five Star Wealth Manager for 2013, 2014, 2015, 2016, 2017 and 2018, ranking him among the top 5% of the wealth managers in the Baltimore area. He has been featured in Baltimore Magazine.

Charge/Fee: 
$5 per person and per guest with pre-registration before December 4
$7 per person and per guest with pre-registration after December 4
$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, December 7 meeting.

No I can not attend the meeting.




Copyright 2019 Michael B. Herr. All rights reserved.

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