Retirement Planning & Chapter’s Annual Meeting

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.

Retirement Planning - 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.

Christi Powell
~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.

COST Free! But donations are gratefully accepted. Use your PC or cell’s bank app. Log on and activate and use the Zelle function. It is one of the most popular services and is over a decade old, and many banks use it. There is no cost to send funds on most banks. 
To send the Maryland Chapter a donation, open your bank app, click on Zelle, and “add’ a recipient, our email address, bimdchapter@gmail.com. That is our BetterInvesting Maryland Chapter email for ONLY this purpose. I have sent money to assure it works fine. For questions contact us below.

If you’re not a Zelle user, learn more on How It Works | Zelle.