The AAII New York City Chapter presents...

Integrating Closed-End Funds with ETFs & Munis in Retirement & Non-Retirement Portfolios

    Discussed by:

    Alfred T. Blomquist Jr.
    Past President, AAII New York City and Northern New Jersey Chapters

Our speaker has been investing in closed-end funds for 45 years and published a weekly newsletter. His presentation will focus on how they can be used to advantage in portfolios with ETFs and muni funds. Within this context, he will focus on asset allocation with a particular emphasis during this recessionary period on income sources. He will consider necessary variations in such portfolios for those in or entering retirement and those farther away from it.

Attend This Meeting and Learn...
The advantages of closed-end funds (CEFs)
How CEFs can enhance portfolio returns, with both income and capital gains distributions
How CEFs can be used with ETFs and muni funds in retirement and working members’ asset allocationsnvesting opportunities?

Wednesday, November 3, 2010
5:45 p.m.    Registration
6:15 p.m.    Program
7:45 p.m.     Refreshments (wine & snacks)
The Community Center at St. Jean Baptiste Church
180 East 76th St.
Manhattan, NY
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In Advance
(received by 10/27)
Everyone, $24/person
At the Door
(space permitting)
Everyone, $30/person

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