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Event Details
When: Tuesday, September 20, 2011
Where: Sheraton Portland Airport Hotel, 8235 NE Airport Way, Portland, OR **NEW LOCATION**
Driving Directions: The Sheraton is directly north of the Embassy Suites (our previous location). If coming from the south on NE 82nd Ave, turn left on Airport Way and then first right onto Frontage Road.
If coming from I-205 on Airport Way (going toward the airport terminal), turn right onto Frontage Road just 50 feet before crossing NE 82nd Ave.
Registration: 6:00 to 7:00 pm
Schedule:
6:10 pm to 7:00 pm - Discussion group (exploring the pitfalls inherent in ETF and ETN)
7:00 pm to 7:10 pm - Chapter Business
7:20 pm to 9:00 pm - Feature presentation
Fees -
In Advance (by 9/11): Everyone, $15/person
Pay in advance via on-line registration or by mail.
If you prefer to register and pay via mail, please send your completed registration and payment to:
AAII Portland Chapter
c/o Steven Courtney
PO Box 20428
Portland, OR 97294-0428
At the Door (space permitting), Everyone, $20/person
DVDs are available. Please contact Steve Courtney at 503/408-0606 or slcourt@comcast.net to place order.
ATTEND THIS MEETING AND LEARN:
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. McGee will share a treasure chest of financial insights. Attend and learn:
1) Timely estate and gift tax opportunities
2) Social Security rules few people know
3) The five levels of estate planning
PRESENTED BY: Judith A. McGee, L.H.D., CFP, Financial Strategies, Inc.
Judith McGee, co-founder and chair of McGee Financial Strategies, Inc, an independent registered investment advisor in Portland, has been frequently honored and acknowledged throughout her highly decorated career. She is passionate about financial education and is a columnist, speaker, and media resource. Judith received her honorary Doctor of Letters from Warner Pacific College in 1993.
For more information:
Please contact Steve Courtney, at slcourt@comcast.net
When & Where
Sheraton Portland Airport Hotel
8235 NE Aiport Way
Portland,
OR 97220
Tuesday, September 20, 2011 from 6:00 PM to 9:00 PM (PDT)
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