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

"Estate Planning 101"

    Discussed by:

    Phillip J. Kenny, J.D., CFP
    Attorney, The Collins Firm

Phillip J. Kenny, a veteran attorney of The Collins Firm, will lead the group in a discussion of the key factors of planning an estate, including incapacity planning, federal estate taxes, how to avoid probate and a discussion of trust law, with irrevocable and revocable living trusts. Kenny will also discuss the impact of current legislation and how a seasoned estate attorney might address unique family concerns of how to keep a loved one’s money in the family.

Attend This Meeting and Learn...
About current estate tax law and what probate is
How to avoid legal guardianship
How to protect children from divorces, creditors and other predators

Saturday, January 19, 2013
9:00 a.m.    Registration/ Social/Continental Breakfast
9:30 a.m. – 11:30 a.m.    Program
Marriott Courtyard Alexandria Pentagon South
4641 Kenmore Ave. (at 395 and Seminary Rd.)
Alexandria, VA 22304
[ Map This Location ]
Advance Registration (before 1/16), $28/person
Late Registration (after 1/15), $33/person
Walk-In (At the Door) Registration (Space Permitting), $38/person

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Subgroup meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Computerized Investing Special Interest Group (CISIG)
January CISIG will meet at 10:00 a.m. to 1:00 p.m. at the Reston Regional Library, 11925 Bowman Towne Drive, Reston, VA 20190.
The CISIG generally meets on the fourth Saturday of the month. For more information, go to If you have a question, you may contact Bob Bigrigg at or Atul Agrawal at

Maryland Investment Special Interest Group (MISIG)
Location: Bethesda Library, 7400 Arlington Road, Bethesda, MD 29814

The MISIG generally meets on the third Wednesday of each month. For more information, go to If you have a question, you may contact Sondra Katz at or Ferd Hassler at

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