The AAII Northern New Jersey Chapter presents...

The Integration of Closed-End Funds Into a Portfolio of Open-End Mutual Funds and Exchange-Traded Funds

    Discussed by:

    Alfred T. Blomquist,
    Registered Investment Advisor

Mr. Blomquist ia a world authority on the subject of closed-end funds. He will discuss their integration into a diversified investment portfolio that also includes mutual funds and exchange-traded funds. He will suggest age-based investment portfolio allocations, and will discuss the “rules of thumb” for withdrawals from IRAs and other retirement plans. Mr. Blomquist is the most popular speaker to have addressed our chapter, and is speaking by the request of many of our members. Mr. Blomquist’s discussions are always practical, pertinent and full of investment wisdom.

Attend This Meeting and Learn...
A practical approach to constructing a diversified investment portfolio
How investment portfolios should be age-modified
Practical, efficient methods for handling retirement account distributions

Monday, November 8, 2010
6:30 p.m.    Program
Marriott Hotel
138 Pehle Ave.
Saddle Brook, NJ 07663
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In Advance (If check not received by 11/2, please pay at door)
Everyone, $10/person
At the Door
Everyone, $15/person
Reservations are not required. No Refunds.

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