The AAII Portland Chapter presents...

"Road Map to I Love You: Family Financial Plan"

    Discussed by:

    Richard L. Akins, CFP
    Investment Adviser, LPL Financial

If you are the money expert of the family, what would your family do if you were to die first? The best “I love you” document is a detailed financial plan, so your survivors can know what and why you planned what you did.

Attend This Meeting and Learn...
How to develop a truly comprehensive financial plan
What should be included in your financial plan
What funds you need and when you need them

Tuesday, March 19, 2013
5:45 – 6:10 p.m.    Registration/Social
6:10 – 7:00 p.m    Discussion Group
7:00 – 7:10 p.m.    Business Meeting and Election
7:10 – 7:20 p.m.    Coffee Break
7:20 – 9:00 p.m.    Program
8:00 – 8:10 p.m.    Refreshments
Sheraton Portland Airport Hotel
8235 NE Airport Way
Portland, Oregon
[ Map This Location ]
In Advance (Postmarked by 3/17), Everyone, $15/person
Or, register online by 1/13 at

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. We
are considering a change to online access so please be alert
for further information on any change. Contact Janice Walters,

, to place order.
Pay Online ยป

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.

AAII Investment Discussion Group
Contact: Ronald Jones, Discussion Group Chairperson,
This session is being held at 6:10 - 7:00 p.m. on March 19, 2013, at Portland Airport Sheraton. This session is held as the first part of our chapter meeting. The title for this month’s presentation is “The Current State of Federal Taxation: What Did and Didn’t Fall Over the Fiscal Cliff.” The status of 2013 federal taxation as it is in mid-March 2013 will also be discussed.

Conversations About Investing SIG
Contact: Sr. Rene’ Foster,
The CAI meetings are usually held from 7:00 to 8:45 p.m., at the Terwilliger Plaza Retirement Center located at 3545 Terwilliger Blvd. If you like discussing information and opinions about financial matters, the economy or investing topics, contact Sr. Rene’ Foster to receive meeting information such as dates, time, location and presenters.

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