The AAII Washington D.C. Metro Chapter presents...

"Healthcare Reform: What Taxpayers and Investors Need to Know Now"

    Discussed by:

    Bob Pugh, CFA, CFP
    President, Insight Wealth Management, Inc.

    William S. Duvall, CPA, CVA
    Duvall Wheeler, LLP

President Obama’s healthcare reform legislation, combined with the administration’s tax changes, will have profound impacts on tax and investment planning. This presentation will neither oppose nor advocate any aspects of the President’s legislative and tax agendas, but instead present practical advice on tactics taxpayers and investors can employ now to succeed in the new environment. Topics will be very relevant as we approach the end of the year and time is still available to make changes in your financial plan.

Attend This Meeting and Learn...
Changes in tax laws that come into effect in 2011
Changes in how you will receive healthcare services
Industries and sectors that will benefit or suffer from President Obama’s legislative agenda

Saturday, November 20, 2010
9:00 a.m.    Registration/ Social/Continental Breakfast
9:30 a.m. – 11:30 a.m.    Program
Courtyard by Marriott
4641 Kenmore Ave. (at 395 and Seminary Rd.)
Alexandria, VA 22304
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Registration/Social/Continental Breakfast, 9:00 a.m.
Program, 9:30 a.m. to 11:30 a.m.
In Advance (before 11/17), Everyone, $25/person
At the Door (or after 11/16), Space permitting, Everyone,
Register online for all events and pay related fees via our local website at
Pay Online

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