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Investment Education Person-to-person

American Association of Individual Investors

DC Metro Chapter

Washington, DC

Contents
CI/SIG
MISIG

Computerized Investing Special Interest Group
(CI SIG)

Meetings:
4th Saturday of each month (except August & December)
Location:
Contacts:
Ron Spieker tip001@verizon.net or 703-­671-1346
Vas Madhava vas@pobox.com
Archives:
CI SIG Retrospective - Oct, 2002 - SEP, 2006 * * * 4 Years
Recent: 2014   2013   2012   2011   2010

CI SIG Coming Events

Date: Saturday, July 26, 2014
Time: 10:15 a.m. to 12:45 p.m.
Location:
Dolly Madison Library, McLean, VA
(see directions map)
Speaker:
Joseph J. Dankowski, CFP®, Vice President, First Financial Group, Baltimore, MD
Subject:
Retirement Income: Planning and Distribution Strategies
Overview:
The presentation will focus on strategies to recreate your paycheck in retirement, how to draw an income from your assets in tax efficient manner, and how to create safety nets in your overall plan. This session will benefit those who are nearing retirement as well as those who may already be in the retirement phase of their life. Most people know how to save and accumulate wealth and most do not know how to turn the savings into income.
Attend this meeting to learn:
  1. Steps you can take today to recreate your paycheck in retirement
  2. How to draw down or off of your assets to try and minimize taxes
  3. How to build buffers and safety nets in your retirement income
Reasons to Attend:
  1. So you have saved for years, do you know how to create income from your savings?
  2. What steps have you taken to protect your retirement income from market volatility? What if we have another year like 2008?
  3. What have you done to protect your retirement income from rising taxes and health care costs?

Joseph Dankowski is a CERTIFIED FINANCIAL PLANNER™ (CFP) with the First Financial Group, one the largest independent financial services firms in the Mid-Atlantic region.

He leads a financial planning practice that assists corporate executives, entrepreneurs, physicians, business owners, and their families to develop and implement coordinated wealth management and financial strategies. Concurrent to his role as a CERTIFIED FINANCIAL PLANNER™, Joseph is also Vice President of the First Financial Group and is accountable for the firm's growth, product distribution, revenue, and risk management.

Previously, Joseph led the financial planning and wealth management division for Ameriprise Financial in Baltimore, Maryland and the Washington D.C. metro area. There he led 50 financial advisors and staff. He resides with his wife, Desiree, son, Tripp, and dog, Bogart in Baldwin, MD. He enjoys fitness, cooking, golf, real estate, skiing in the winter and beach activities in the summer.


Maryland Investment Special Interest Group
(MISIG)

Meetings:
Third Wednesday of each month (except where noted)
Location:
Bethesda Library
7400 Arlington Road
Bethesda, MD 20814 (see
map
Time:
7:30 p.m. to 10:00 p.m.
Contacts:
Andy Thompson e-mail
Ferd Hassler e-mail
Sondra Katz e-mail
To join the mailing list, send an email to Sondra Katz

MISIG Coming Events


Date: July 16, 2014
Speaker:
Elizabeth Mulcahy, VP and fiancial advisor, Schwab
Topic:
Fixed Income Investing
◊ ◊ ◊ ◊ ◊
No meeting in August
◊ ◊ ◊ ◊ ◊
Date: September 17, 2014
There will be a speaker from Investors Business Daily
◊ ◊ ◊ ◊ ◊
Date: October 15, 2014
Speaker:
Paul Sexton, broker, Edward Jones brokerage
Topic:
Alternative Investments
◊ ◊ ◊ ◊ ◊
Date: November 20, 2014 (third Thursday)
Speaker:
Doug Wolford, president, Convergent Wealth Advisors
Topic:
What to Look For in an Advisor
◊ ◊ ◊ ◊ ◊
No Meeting in December

Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Joseph Croman
  • Secretary:
     Atul Agrawal
  • Co-Treasurers:
     Joy Garrish
    Gloria Loew


Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Helen Kirkpatrick
  • Vas Madhava
  • Ron Spieker
  • Kenneth Williams
 
 

Contact Information

General Information
301-­593-4542
Questions about registration
703-­879-8480

To subscribe to our monthly e-mail announcements
click here

Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116


Links to
AAII National
Website