Next Meeting

June 15, 2019

"Integrating Estate Planning into Your Financial Plan"
Phillip J. Kenny, JD, CFP®
The Collins Firm

Presentation Description

Each area of your financial planning process needs to be thoughtfully integrated within your entire financial plan, and estate planning is no exception! Phillip Kenny's passion in life is explaining to people what they need to know about wills, trusts, taxes, probate, powers of attorney-all that confusing stuff lumped under the heading "estate planning." A better description would be how to plan for keeping your money in your family, both while you're alive and after you're gone.

Kenny's broad insights as a CFP and attorney will give you, in easy to understand terms, the know-how and the confidence to get the job done faster and better than you've ever thought possible!

Attend this meeting to learn:
  • Why estate planning is so important for achieving your successful financial plan.
  • Why a revocable living trust may (or may not) make good sense for you.
  • How to ensure that your child's, or other beneficiary's, inheritance is safe and avoid common pitfalls.

Speaker Biography

Phillip J. Kenny, CFP®, is an attorney and a member of the Trusts and Estates sections of the Maryland, Virginia and District of Columbia Bar Associations. He is a frequent guest host of Mike Collins' radio program on WMAL, and is admitted to the bar associations of Maryland, Virginia and the District of Columbia.

Kenny earned a B.S. in biology from Marquette University, an M.A. in economics from Fordham University, and his J.D. from George Mason University School of Law. He is also a director of the Virginia Bluebird Society.

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July 13, 2019

"Check Back Soon for Details!"
Dr. Eric D. Wish
Director of the Center for Substance Abuse Research
Director, Honors College, Stock Market Challenge
University of Maryland, College Park
Presentation Description
"Check Back Soon for Details!"
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Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joy Garrish
  • Martha Granger
  • Sondra Katz
  • Vas Madhava
  • Bill Price
  • Gene Burrell

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

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