Denver Chapter Future Meetings
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The AAII Denver Chapter presents...


"Income Investing in Insecure-Rate Times"
3 Speakers plus Lunch, just $19 for Pre-Registrants

"Income With Safety"

    Discussed by:

    Mark Paller
    CPA, CFP, CLU

Long-term U.S. Treasury bonds have already lost 11% in price since last summer, following what many called a bubble in public sentiment. Are they a buy yet, or is more capital erosion (swamping low-coupon income) still to come?


"An In-Depth Look at Master Limited Partnerships"

    Discussed by:
    Richard Robert
    Vanguard Natural Resources, MLP

One asset type many investors have overlooked (perhaps due to not fully understanding!) is master limited partnerships (MLPs). Some of these typically offer increasing distributions over time, buffering possible rising interest rates and/or inflation.


"Multiple Alternative Income Approaches/Structures"

    Discussed by:

    Don Cassidy
    Author; Program Chair, AAII Denver

      Discussed by:

      Don Cassidy
      Author; Program Chair, AAII Denver

    Besides straight bonds and MLPs, a handful of other income-producing security types are available, but many have not been explored or used by the majority of individual investors.

    Attend This Meeting and Learn...
    The tax consequences of MLPs, whether K-1s are complicated, what the two major types of MLPs are and what their respective upside and downside price and income drivers are
    The plus and minus points of straight and convertible bonds, preferred stocks, junk bonds, UITs, mutual funds and closed-ends that hold these, and utility stocks and royalty trusts
    An alternative to vanilla Treasuries where investors can get income with relatively good safety in the likely upcoming market climate

      MEETING DETAILS
    Date:
    Saturday, July 13, 2013
    Time:
    9:00 a.m.    Registration/Social
    9:15 a.m.    Program
    12:30 p.m.    Picnic Lunch & Drink from Panera
    Location:
    Koelbel Library
    5955 South Holly St.
    Southwest corner of Holly & Orchard, one mile west of I-25 on Orchard
    Centennial, CO 80121
    [ Map This Location ]

    Payment:
    In Advance* (registrations must be postmarked by 7/6 to qualify
    for the $19 or $22 rate) AAII Member & Member’s
    Family, $19/person; Nonmembers, $22/person
    At the Door (space permitting) AAII Member & Member’s Family,
    $24/person; Nonmembers, $27/person
      SUBGROUPS

    Subgroups
    Topic/Date/Place info for all SIG events is listed at
    www.AAIIDenverChapter.org

    Book Discussion Group—Ken Van Pala,
    MKVanPala@msn.com

    Monday Breakfast Group—Horace Martin,
    HVMartin@comcast.net
    Second Mondays, 7 a.m.

    Tuesday Breakfast Group—Nancy Reese,
    nancy.reese@hotmail.com, 303/933-3002
    First Tuesdays.

    Trading & Technical Analysis Group—Warren Cramer, CramerW@comcast.net

    Boulder Group—Clint Heiple, ClintH.1@comcast.net, 720/562-8067

    Colorado Springs Group—Rod Schlater, RodSchlater@comcast.net
    Fourth Tuesdays, 7 p.m.

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