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The AAII Phoenix Chapter presents...


"Municipal Bonds: Brave New World"

    Discussed by:

    Alan Willenbrock, CFA
    Vice President and Portfolio Manager, Morgan Stanley Smith Barney

Many investors have concerns about their municipal bonds, given the unprecedented budget challenges confronting many municipalities. Should you be worried? General obligation bonds, revenue bonds, IDAs, MARSs, VRDOs... Alan Willenbrock, vice president and portfolio manager at Morgan Stanley Smith Barney, will cover what investors need to know to make sense of this alphabet soup. The municipal bond market is perhaps the least transparent financial market. Learn where to find information and how to use it to your advantage. Hear a review of “new” municipal bonds and strategies investors should implement now.

Attend This Meeting and Learn...
Municipal Default Meltdown: Fact or Fiction?
Lessons from case studies: where things went wrong and how protect yourself
What investors should do now

  MEETING DETAILS
Date:
Saturday, April 16, 2011
Time:
9:00 a.m.    Registration/Social/Refreshments
9:30 a.m.    Program
11:00 a.m.    Q&A
Location:
Franciscan Renewal Center
5802 E. Lincoln Dr.
Scottsdale, AZ 85253
480-948-7460
[ Map This Location ]

Payment:
In Advance (by 4/13)
AAII Members, Member’s Family, $9/person; Nonmembers,
$11/person
At the Door space permitting
Everyone, $15/person
Refunds To cancel and receive a refund, e-mail Roger Carter,
AAII@ASU.edu, at least three days before the meeting date.

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