The AAII Portland Chapter presents...

"Retirement and Estate Planning: More Than Numbers"

    Discussed by:

    Judith A. McGee, CFP
    Co-Founder and Chair, McGee Financial Strategies Inc.

The members of AAII have more financial matters figured out than most people; however, in today’s dynamic, volatile and uncertain world new rules apply to make life’s most serious retirement and estate planning decisions. Dr. Judith McGee will share a treasure chest of financial insights.

Attend This Meeting and Learn...
Timely estate and gift tax opportunities
Social Security rules few people know
The five levels of estate planning

  MEETING DETAILS
Date:
Tuesday, September 20, 2011
Time:
6:00 – 7:00 p.m.    Registration
6:10 – 7:00 p.m.    Investment Discussion Group
7:20 – 9:00 p.m.    Program
Location:
Sheraton Portland Airport Hotel
8235 NE Airport Way
Portland, Oregon
503/281-2500
[ Map This Location ]

Pay Online ยป
Payment:
In Advance (by 9/9), Everyone, $15/person
(or register online at Eventbrite.com by 9/11)
At the Door space permitting, Everyone, $20/person
No Refunds, however, those with prepaid registration who are
unable to attend may order a DVD of the meeting for $5.
Contact Steve Courtney at 503/408-0606 or
slcourt@comcast.net to place order.
[ Click here for the September 20, 2011 Meeting Announcement ]

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