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The AAII Denver Chapter presents...


"Getting Your Ducks in a Row"

    Discussed by:

    Garrett Anderson, Esq.
    The Hughes Law Firm

As investors, we spend most of our lives accumulating; but in many cases, we do so without paying attention to setting up the proper structures for the inevitable distribution/gifting/inheritance phase. How we title and hold assets, and how our wills and trusts are constructed, can make a huge difference in what goes to the people and causes we favor. One size does not fit all! If we don’t set things up properly, it’s like donating a huge chunk of our hard-gotten gains to Uncle Sam. Preventing this takes planning, and in some cases periodic action, while there is still time. This presentation will focus on the necessary prudent steps for preservation and maximization of your assets; getting your ducks in a row. Some similar material at free-dinner environments comes with the heavy pressure to make follow-up appointments, but there will be none of that at this program! Why not invite a friend to show them some of our chapter’s benefits and value?

Attend This Meeting and Learn...
Tax dangers that come from procrastinating and not planning
Upsides and downsides of trusts and living wills
How to handle qualified-plan assets in the most tax-efficient way

  MEETING DETAILS
Date:
Monday, March 24, 2014
Time:
6:20 p.m.     Registration/Social, Refreshments
7:00 p.m.     Program
8:25 p.m.    Q&A
Location:
Clements Community Center
1580 Yarrow Street
One block northwest of Colfax/Wadsworth major intersection, just west of Denver city line.
Lakewood, CO 80214
303/987-4820
[ Map This Location ]
Payment:
In Advance (postmarked by 3/17) AAII Member & Member’s
Family, $8/person; Nonmembers, $13/person
Postmarked After 2/17
Everyone, $15
At the Door
(space permitting)
Everyone, $15

  SUBGROUPS

Subgroups
Topic/Date/Place info for all SIG events is listed at www.AAIIDenverChapter.org

Book Discussion Group—Ken Van Pala, 303-347-1563,
MKVanPala@msn.com

Monday Breakfast Group—Denise Zoros,
DZoros@aol.com
Englewood, Second Mondays, 7-9 a.m
March 10: Non-Bond Income Investing

Tuesday Breakfast Group—Nancy Reese, nancy.reese@hotmail.com
Lakewood, First Tuesdays, 7-9 a.m.
March 4: How We Decide to Sell

Trading Options & Technical Analysis Group—Warren Cramer, CramerW@comcast.net

Boulder Group—Clint Heiple, ClintH.1@comcast.net, 720/562-8067

Colorado Springs Group—Mike Cather, MikeCather@MAC.com or Rod Schlater, RodSchlater@comcast.net
Fourth Tuesdays, 7 p.m. at Colorado Springs Senior Center, 1514 Hancock St., N of Unitah

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