Maryland Investment Special Interest Group - MISIG

Meetings
Monthly Meetings, except August and December
Location
Connie Morella (formerly Bethesda) Library
7400 Arlington Road
Bethesda, MD 20814
map
Directions
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

Date
Tuesday, May 22, 2018 (3rd Tuesday)
Speaker
Phil Fish,
     CFP and Estate Planning Specialist, Sandy Spring Trust
Topic
Fundamentals of Estate Planning
Details

This presentation will cover the basic and critical issues concerning estate planning, focusing on the areas of taxes, finances and health care plans. Phil will discuss executing your estate plans, preparing your decision makers, reducing the burden on your family during incapacity, settling an estate and using trusts after death to protect your assets. Listeners have appreciated Phil's clarity and responsiveness to audience questions, for which there will be ample time to address.

Phil Fish of Sandy Spring Trust is making his second appearance before our group. His July 2015 presentation on estate planning was so well received that our SIG members strongly requested his return. His talk will be appropriate for new attendees as well returning listeners. Phil is a CFP and Estate Planning Specialist with 17 years or experience with Sandy Spring Bank and over 28 years of experience in the Trust, Estate Planning, Financial and Banking industries.

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Date
Thursday, June 21, 2018 (3rd Thursday)
Speaker
TBA
Topic
TBA

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Date
Thursday, July 26, 2018 (4th Thursday)
Speaker
Sheldon Ray,
     
Chairman,The Osgood Board and Senior VP, Raymond James and Associates
Topic
China and International Trade
Details

Sheldon Ray will speak on developments regarding China, international trade and its implications for investors. He is a Senior Vice President, Investments and Portfolio Manager at Raymond James and Associates, Inc. in Washington, DC.

Sheldon portfolios for individuals and institutions for over 14 years. He studies numerous aspects of China's emergence and assesses their impact on nearly all investment decisions. He conducts his own research and maintains regular contact with senior government officials, economists, diplomats, regulators and journalists.

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Date
Thursday, September 20, 2018 (3rd Thursday)
Speaker
TBA
Topic
TBA

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Date
Thursday, October 18, 2018 (3rd Thursday)
Speaker
TBA
Topic
TBA

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Date
Thursday, November 15, 2018 (3rd Thursday)
Speaker
TBA
Topic
TBA

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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
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Bill Price
  • Gene Burrell

Contact Information

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

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click here

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


Links to
AAII National
Website
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  • Local Chapter
  • Local Resources