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March 2013 AAII Meeting: Essentials to remember when “Family Financial Planning”
Tuesday, March 19, 2013 from 5:45 PM to 9:00 PM (PDT)
When: Tuesday, March 19, 2013
Where: Sheraton Portland Airport Hotel, 8235 NE Airport Way, Portland, OR
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: 5:45 - 6:10 pm
6:10 pm to 7:00 pm - Discussion group (topic to be announced)
7:00 pm to 7:30 pm - Chapter Business and Coffee Break
7:30 pm to 9:00 pm - Program
In Advance (by 3/17/2013) 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 Janice Walters
PO Box 7115
Beaverton, OR 97007
At the Door (space permitting), Everyone, $20/person
DVDs are available. Please contact Janice Walters at firstname.lastname@example.org to place order.
ATTEND THIS MEETING AND LEARN
1) How to develop a truly comprehensive financial plan
2) What should be included in your financial plan.
3) What funds do you need and when do you need them.
REASONS TO ATTEND
1) Learn What the people you love need to know when you die.
2) How to invest using a "Road Map"
3) How To Achieve Peace of Mind for the whole family
If you are the money expert of the family, what will 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 did what you did.
It Doesnt Have To Cost An Arm and A Leg!
Richard "Dick" Akins
CLU®, ChFC®, CFP®, CPCU®, CMFC®,
LPL Financial Planner
Richard "Dick" Akins began his financial planning career 45 years ago. His career has included senior corporate positions in Consulting, Sales and Marketing in the Financial Services Industry.
Dick has trained financial advisors across the country from Banger, Maine to Irvine, California. Currently He is an independent financial planner and investment advisor with LPL Financial.
For more information:
Please contact Janice Walters, at email@example.com