Close

The AAII Columbus Chapter presents...


"Knowing Sir John Templeton"

    Discussed by:

    Sir Alan K. Mooney
    Principal, Mooney Wealth Advisory, Inc.

In this presentation, Sir Alan Mooney will offer his insight into Sir John Templeton, who mentored Mooney for over 40 years. Templeton was an American-born British stockbroker, investor, mutual fund pioneer and philanthropist. He founded Templeton Mutual Funds, which pioneered the use of globally diversified mutual funds.

Attend This Meeting and Learn...
Why Templeton expatriated his U.S. citizenship and relocated to the Bahamas
Why Templeton paid little attention to the opinions of Wall Street
What Templeton gave back to the world through his philanthropy

  MEETING DETAILS
Date:
Wednesday, September 10, 2014
Time:
6:15 p.m.    Dinner
7:15 p.m.    Program
Location:
MCL Restaurant & Bakery
3154 Kingsdale Center
Upper Arlington, OH 43221
614/457-1625
[ Map This Location ]
Payment:
At the Door
Everyone, the menu cost and tip of your restaurant meal. A one
dollar tip per person is suggested for the waiter. There are no
other charges.
ADVANCE REGISTRATION CUTOFF DATE: Please call or email Doug
Smith by 3 days prior to the meeting date, to give us an idea
of how many people will be attending the meeting and how many handouts to print. Telephone number: 614/885-1480;
email: stocksmith@hotmail.com.
  SUBGROUPS

Subgroups

Computerized Investing
Information: James Hapner, 614/823-8625
This computerized investing group meets 9:00 a.m. to 11:00 a.m. on the second Saturday of each month from September through May at Panera Bread, 875 Bethel Rd., Columbus, OH.

Individual Stocks and Mutual Funds
Information: Doug Smith, 614/885-1480
The individual stocks and mutual funds SIG meets 9:00 a.m. to
11:30 a.m. on the fourth Saturday of each month at the lower level of Park Bank, 7140 North High St., Worthington, OH.

Return to Columbus Chapter home page