Online Catalog

98

Perry B. Seiffert Investment Management

PERRY B. SEIFFERT INVESTMENT MANAGEMENT

FAMILY FINANCIAL PLANNING - INVESTMENT MANAGEMENT

SUITE 760-N, 4550 MONTGOMERY AVENUE

BETHESDA, MD 20814

Tel. (301) 951-1588

Perry's cell (301) 928-8489

Fax (301) 951-1599

E-Mail perry@seiffertltd.com

www.seiffertltd.com

__________________________________________

Q. Why was George Washington able to sail a silver dollar across the Potomac River?

A. A dollar went further in those days.

But in 2021, not so much.

Consider having a family office that is a fee-only fiduciary.

Our office can help you --

Draft a thoughtful investment plan and carry it out.
Consolidate investment accounts, for simplicity.
Create and keep up a list of all your financial assets.
Keep track of your cash, and help move it when and where it is needed.
Advise on charitable giving, and Qualified Charitable Distributions from IRAs.
Work with your CPA to provide data for tax planning and tax return preparation.
Advise on Required Minimum Distributions (RMDs) from retirement plans.
For estate planning, provide account data to your estate attorneys & help you carry out the plan, for example to draft new account applications for you to sign.
For Sec. 529 education accounts for children and grandchildren, draft an application for you to sign.
Determine if you are cutting into capital.
See if you are on track either to leave a legacy, or outlive your money.
Advise what to do after a family member dies.

And our office is also a place to talk about your money questions and the latest financial bee in your bonnet.

Our people:

Perry Seiffert, JD

Alexia Larson, CFA

Kathy O'Brien

Conveniently located near Bethesda Metro Center.

Call our office at (301) 951-1588, or Perry's cell (301) 928-8489, or e-mail perry@seiffertltd.com.

100

Crafting Your College Essay

After a lifetime of writing experience, this former Board Communications Coordinator is ready to help a high school senior craft the essay for his/her first choice school. Comes highly recommended by other Cedar Lane members!

101

Basic instruction in Digital Photography

Four hours of online (Zoom) one-on-one instruction in using your digital camera; topics covered include basic camera functions, shutter, aperture, ISO setting, and focusing to capture desired images. Use of basic computer photo editing programs to crop, straighten, and brighten photographs and create other effects. The lessons will be followed by a local field trip once the pandemic lifts.

102

Virtual Help to Organize Your Records, Archive, and the Like

The donor is a Certified Records Manager and a Certified Information Professional. He will provide to you, at a mutually-agreeable time up to two hours of virtual consulting services (no legal advice) to help you rid yourself of unneeded files, organize your records and archives, and try to explain how to keep things moving and organized. He has over 25 years of experience in the field of records and information management.

103

Airport Taxi - Available to Cedar Laners Only

Round-trip "taxi" transport to/from and of the area's three airports (IAD, DCA, BWI) for up to four passengers (must fit with luggage into my Prius). No pickups before 6am or after 10pm.

104

REVISED Recorder Lessons #1

You've probably seen Carole Rogentine conducting a recorder group during a Cedar Lane service. Would you like to learn how to play? Carole is offering one 60-minute lesson to get you started. Lesson to be held at a mutually-agreeable time on Zoom during the pandemic.

Carole Rogentine completed her graduate studies in Musicology and Music Education at American University and University of Maryland and received both a B.A. in Humanities and B.S. in Music Education from the University of Minnesota. She completed training in the Orff and Kodaly Methods as well as Suzuki Method at the Peabody Conservatory Suzuki Institute. Carole has studied the recorder at Oberlin Baroque Institute, with Eve Legene at the University of Indiana Recorder Institute and privately with Marrie Bremer, Brooke Jaron, Scott Reiss, Nina Stern and John Tyson.

105

REVISED Recorder Lessons #2

You've probably seen Carole Rogentine conducting a recorder group during a Cedar Lane service. Would you like to learn how to play? Carole is offering one 60-minute lesson to get you started. Lesson to be held at a mutually-agreeable time on Zoom during the pandemic.

Carole Rogentine completed her graduate studies in Musicology and Music Education at American University and University of Maryland and received both a B.A. in Humanities and B.S. in Music Education from the University of Minnesota. She completed training in the Orff and Kodaly Methods as well as Suzuki Method at the Peabody Conservatory Suzuki Institute. Carole has studied the recorder at Oberlin Baroque Institute, with Eve Legene at the University of Indiana Recorder Institute and privately with Marrie Bremer, Brooke Jaron, Scott Reiss, Nina Stern and John Tyson.

106

Drumming lesson - Available to Cedar Laners Only

Chris Mauro is offering a one-hour drumming lesson at his home in Rockville on hand drums, percussion instruments or drum set at a mutually convenient time.

107

Genealogy Research

You and the donor will have an initial virtual consultation to find out what you know and what you want to learn more about. Then she'll do three hours of research using online tools like Ancestry.com and report back with what she finds out! The donor is an amateur genealogist with a Ph.D. in American History.

108

Financial Advice

Discuss the financial bees in your bonnet confidentially in a one-hour consultation with a fee-only Registered Investment Advisor with 35 years of experience, who has been a Cedar Lane member for 45 years.

You may wish to talk about investments, tracking cash, charitable giving, Required Minimum Distributions (RMDs) from retirement plans, estate planning, Sec. 529 education accounts for children and grandchildren, cutting into capital, or whether or not you're on a path to outlive your money.

The meeting can be at our office, or your home, or remotely, per your preference.

See related auction ad for more details.

About Us

Contact Us

	98	Perry B. Seiffert Investment Management PERRY B. SEIFFERT INVESTMENT MANAGEMENT FAMILY FINANCIAL PLANNING - INVESTMENT MANAGEMENT SUITE 760-N, 4550 MONTGOMERY AVENUE BETHESDA, MD 20814 Tel. (301) 951-1588 Perry's cell (301) 928-8489 Fax (301) 951-1599 E-Mail perry@seiffertltd.com www.seiffertltd.com __________________________________________ Q. Why was George Washington able to sail a silver dollar across the Potomac River? A. A dollar went further in those days. But in 2021, not so much. Consider having a family office that is a fee-only fiduciary. Our office can help you -- Draft a thoughtful investment plan and carry it out. Consolidate investment accounts, for simplicity. Create and keep up a list of all your financial assets. Keep track of your cash, and help move it when and where it is needed. Advise on charitable giving, and Qualified Charitable Distributions from IRAs. Work with your CPA to provide data for tax planning and tax return preparation. Advise on Required Minimum Distributions (RMDs) from retirement plans. For estate planning, provide account data to your estate attorneys & help you carry out the plan, for example to draft new account applications for you to sign. For Sec. 529 education accounts for children and grandchildren, draft an application for you to sign. Determine if you are cutting into capital. See if you are on track either to leave a legacy, or outlive your money. Advise what to do after a family member dies. And our office is also a place to talk about your money questions and the latest financial bee in your bonnet. Our people: Perry Seiffert, JD Alexia Larson, CFA Kathy O'Brien Conveniently located near Bethesda Metro Center. Call our office at (301) 951-1588, or Perry's cell (301) 928-8489, or e-mail perry@seiffertltd.com.
	100	Crafting Your College Essay After a lifetime of writing experience, this former Board Communications Coordinator is ready to help a high school senior craft the essay for his/her first choice school. Comes highly recommended by other Cedar Lane members!
	101	Basic instruction in Digital Photography Four hours of online (Zoom) one-on-one instruction in using your digital camera; topics covered include basic camera functions, shutter, aperture, ISO setting, and focusing to capture desired images. Use of basic computer photo editing programs to crop, straighten, and brighten photographs and create other effects. The lessons will be followed by a local field trip once the pandemic lifts.
	102	Virtual Help to Organize Your Records, Archive, and the Like The donor is a Certified Records Manager and a Certified Information Professional. He will provide to you, at a mutually-agreeable time up to two hours of virtual consulting services (no legal advice) to help you rid yourself of unneeded files, organize your records and archives, and try to explain how to keep things moving and organized. He has over 25 years of experience in the field of records and information management.
	103	Airport Taxi - Available to Cedar Laners Only Round-trip "taxi" transport to/from and of the area's three airports (IAD, DCA, BWI) for up to four passengers (must fit with luggage into my Prius). No pickups before 6am or after 10pm.
	104	REVISED Recorder Lessons #1 You've probably seen Carole Rogentine conducting a recorder group during a Cedar Lane service. Would you like to learn how to play? Carole is offering one 60-minute lesson to get you started. Lesson to be held at a mutually-agreeable time on Zoom during the pandemic. Carole Rogentine completed her graduate studies in Musicology and Music Education at American University and University of Maryland and received both a B.A. in Humanities and B.S. in Music Education from the University of Minnesota. She completed training in the Orff and Kodaly Methods as well as Suzuki Method at the Peabody Conservatory Suzuki Institute. Carole has studied the recorder at Oberlin Baroque Institute, with Eve Legene at the University of Indiana Recorder Institute and privately with Marrie Bremer, Brooke Jaron, Scott Reiss, Nina Stern and John Tyson.
	105	REVISED Recorder Lessons #2 You've probably seen Carole Rogentine conducting a recorder group during a Cedar Lane service. Would you like to learn how to play? Carole is offering one 60-minute lesson to get you started. Lesson to be held at a mutually-agreeable time on Zoom during the pandemic. Carole Rogentine completed her graduate studies in Musicology and Music Education at American University and University of Maryland and received both a B.A. in Humanities and B.S. in Music Education from the University of Minnesota. She completed training in the Orff and Kodaly Methods as well as Suzuki Method at the Peabody Conservatory Suzuki Institute. Carole has studied the recorder at Oberlin Baroque Institute, with Eve Legene at the University of Indiana Recorder Institute and privately with Marrie Bremer, Brooke Jaron, Scott Reiss, Nina Stern and John Tyson.
	106	Drumming lesson - Available to Cedar Laners Only Chris Mauro is offering a one-hour drumming lesson at his home in Rockville on hand drums, percussion instruments or drum set at a mutually convenient time.
	107	Genealogy Research You and the donor will have an initial virtual consultation to find out what you know and what you want to learn more about. Then she'll do three hours of research using online tools like Ancestry.com and report back with what she finds out! The donor is an amateur genealogist with a Ph.D. in American History.
	108	Financial Advice Discuss the financial bees in your bonnet confidentially in a one-hour consultation with a fee-only Registered Investment Advisor with 35 years of experience, who has been a Cedar Lane member for 45 years. You may wish to talk about investments, tracking cash, charitable giving, Required Minimum Distributions (RMDs) from retirement plans, estate planning, Sec. 529 education accounts for children and grandchildren, cutting into capital, or whether or not you're on a path to outlive your money. The meeting can be at our office, or your home, or remotely, per your preference. See related auction ad for more details.