08/24/2026
Join the Maryland Chapter’s Annual Meeting via Webinar:
Estate Planning along with
The Tax Man Cometh Even During Retirement
Saturday, September 12th 10:00 to 12:30 EDT
Presenter - Christi Powell – A Certified Financial Planner
To Register: https://attendee.gotowebinar.com/register/7931679427980597849
Benefit from our expert on the retirement process and getting your finances in order.
Join the Maryland Chapter for its annual meeting, on September 12, 2026 to get tips on Estate Planning and Taxes, along with the election of Chapter Directors and Officers.
Christi Powell – A Certified Financial Planner and Director and teacher with Oklahoma Chapter since 2000. National and Regional speaker with BetterInvesting™ since 2008. 2020 Dick Dwyer Service Award recipient from BetterInvesting™. Former BIVAB Board Member. Past President, Financial Planning Association of Central Oklahoma. Married for 44 years, 2 children, 5 grandchildren. Have toothbrush, will travel. She loves to read, hike, garden and laugh with friends and family.
~Investing motto: Be humble, be patient, be curious~
Nowhere does it tell us to give the taxman more than we must. You need a plan – yes Estate Planning and retirement tax strategy that will: identify the types of taxes faced at various stages, address how taxes impact Social Security and Medicare, and plan when to tap different accounts so you don’t overpay taxes. Depending on the source of the funds to pay living expenses in retirement, you may face very different tax rates. You want to have an organized plan that manages taxes and your desires efficiently.