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The AAII Baltimore Chapter presents...


"Top Tips for Analyzing an Investor’s Total Wealth Position"

    Discussed by:

    Clark Kendall, CFA
    Founder and President, Kendall Capital Management

This presentation will provide attendees with practical strategies to analyze an investors’ total wealth position and deliver insights into how to integrate wealth and investment management strategies for the private client with $1 million to $5 million of investable assets. Clark Kendall will go over the ins and outs of investment management and explain why it takes more than just selecting stocks and managing a portfolio. He will explain how to utilize different asset classes to reduce portfolio statistical risk without reducing its expected rates of return. Kendall will also outline how to determine when to withdraw from your retirement account, which wealth management issues are most important in today’s economy and why, and which types of accounts clients should have to save money and earn a high return on investment (ROI).

Attend This Meeting and Learn...
Details about investment management
How to invest for a high rate of return and retirement income
How to use different asset classes to reduce risk without sacrificing return

  MEETING DETAILS
Date:
Saturday, October 11, 2014
Time:
9:45 a.m.    Registration/Social
10:00 a.m.    Program
11:30 a.m.    Q&A
Discussion group will meet after the main presentation from 12:00 -1:00 p.m.
Location:
Brooklyn Park Library Branch
1 East 11th Ave.
Baltimore, MD
410/222-6260
[ Map This Location ]
Payment:
In Advance—Register/RSVP online & pay at the door (by 10/9)
Member & family, $5
Member Late online registration, $7
Nonmember, $10
Register at

http://www.aaiibaltimore.com

and bring payment to the meeting. To
ensure proper seating for the group, all members are strongly
encouraged to RSVP in advance.
At the Door
Member & Family, $7 Nonmember, $10
No Refunds

RSVP Online »

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