Burtonsville, MD 20866
Meetings are held the second Monday of most months. Meetings include a light lunch of sandwiches and chips for $3.00. Lunch is from Noon to 1PM. Guest speakers begin at 1PM.
Th March 16,2020 meeting will have a presentation by a representative from The Foundation for Financial Education (F3E) on Estate Planning. Topics will include: dealing with death & estate taxes, wills & trust, probate & your estate, choosing an executor, lifetime giving exclusion, unlimited marital deduction and tax-free inheritance. Also topics related to living retirees and items to help family members of deceased annuitants and their spouses, wills, trusts, and other legal documents such as health care power of attorney, etc.
MORE INFORMATION, CONTACT RAY PARRACK @ 301-802-6436