The AAII Puget Sound Chapter presents...

Strategic Financial and Estate Planning Opportunities in Uncertain Times

    Discussed by:

    Jesse Bond
    Chartered Financial Consultant; Senior Educator, Money Management Educators

    Walter Impert
    Partner and Estate Planning Attorney, Dorsey & Whitney

With historically low interest rates, record debt levels, uncertainty in the financial markets and all the changes in today’s dynamic tax and financial environment, it’s important to be aware of the opportunities and risks of today as well as those on the horizon. Join Jesse Bond, chartered financial consultant and educator, and Walter Impert, estate planning attorney, to review some fundamental principles of financial and estate planning and discuss why this is one of the best times in history to be proactive about your planning. We will also focus on income generation strategies in a low interest rate environment and look at how to protect your retirement plans from excessive taxation.

Attend This Meeting and Learn...
What’s new about the current tax environment and potential future changes
About income and tax planning strategies in an extended low interest rate environment
How to build an efficient and effective estate plan

Saturday, March 24, 2012
8:30 a.m.    Registration/Social
9:00 a.m. – 12:00 p.m.    Program
Community Center at Mercer View
8236 SE 24th St.
Mercer Island, WA 98040-2235
(206) 236-3545
[ Map This Location ]
In Advance (postmarked by 3/17)
Please send a contribution of any amount of your choice for each
person who will attend. The more you contribute, the
better speakers we can bring you. Please note new
registration address.
At the Door space permitting, maximum 200
Contributions will be accepted by cash, check or money order.
Refunds, Contact us at least seven days prior to the meeting for
a full refund.
  Special Interest Groups (SIGs)


South Sound Subgroup
Saturday, April 14, 2012, 10:00 a.m. – noon
Location: Summit Library, 5107 112th St. E.,Tacoma, WA 98446
Contact John Lunkes at or 253/312-1695 to register or for information.

Eastside Subgroup
The Eastside subgroup meets on the second Tuesday of the month at 7:00 p.m. at various libraries.
Contact Jim Shaw at or 425/643-7429 to sign up.

Mill Creek Subgroup
The Mill Creek/Lynnwood Subgroup is planning to meet on the first Tuesday of each month at 7:00 p.m. in the Lynnwood Library.
Contact Lowell Wickman at to sign up.

Seattle Subgroup
The Seattle subgroup meets monthly in Ballard.
Contact Dominique Chandler at to sign up.

Return to Puget Sound Chapter home page
Puget Sound PLAIN TEXT template
Puget Sound Review Speaker template
Speaker Notification template

NEW HTML template!!!!