Albuquerque Chapter Future Meetings
Mark Your Calendar!

Thursday, October, 23, 2014
Speaker: Ronald Muhlenkamp, president, Muhlenkamp & Co.
Topic: Energy and Natural Gas

The AAII Albuquerque Chapter presents...

"Strategies for Pursuing Your Retirement Paycheck"

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar, Inc.

Morningstar’s director of personal finance, Christine Benz, will discuss how the retirement landscape has changed over the last 30 years and the challenges that current and future retirees face as a result, including the disappearing traditional pension and historically low interest rates. She will then share her recommendations for how to deal with these challenges by using the “bucket” approach to retirement portfolio planning.

Attend This Meeting and Learn...
The key ingredients for a successful retiree portfolio today and why each is important
The advantages of the total return “bucket” approach to retirement income planning
How to implement the bucket approach

Wednesday, September 17, 2014
6:30 p.m.    Registration/Social
7:00 p.m.    Program
MCM Elegante Hotel
2020 Menaul Blvd NE
Albuquerque, NM 87107
[ Map This Location ]
In Advance (by 9/10)
Everyone, $12/person, $15/couple
Full-Time Students, $5/person;
Active Military, $5/person
At the Door
(space permitting)
Everyone, $15/person, $20/couple
Full-Time Students, $5/person;
Active Military, $5/person
No Refunds


Subgroup meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.

Subgroup Meeting

Special Investing Topics
Date: Second Tuesday of the month, 6 p.m. Next meeting: Tuesday, September 9
Speaker: Michael Schmidt, Charles Schwab & Co.
Topic: “Reliable Chart Patterns”
Location: Copper Canyon Cafe, 5455 Gibson Blvd SW, Albuquerque, NM 87108
Subgroup Leader: George Proctor,, 505-239-0102

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