The AAII Florida West Coast Chapter presents...

"Building a Sound Portfolio for These Times"

    Discussed by:

    Lewis J. Altfest, Ph.D., CFP, CFA, CPA/PFS
    CEO and Chief Investment Officer, Altfest Personal Wealth Management

This session will explain the key steps to constructing a successful portfolio. Dr. Lewis J. Altfest will discuss goal setting, diversifying, and adjusting the asset allocation for your risk tolerance. You will learn a method for selecting sound investments, as well as how to monitor and rebalance your portfolio as professionals do.

Attend This Meeting and Learn...
A method for selecting sound investments
How to monitor your portfolio as professionals do
How to rebalance your portfolio

Tuesday, February 15, 2011
7:00 p.m.    Registration/Social/Refreshments
7:30 p.m.    Program
8:30 p.m.    Q&A
Sunshine Center
330 Fifth St. North
St. Petersburg, FL
[ Map This Location ]
In Advance (by 2/11)
Everyone, $5/person; First-Time Guest With Member, Free
At the Door space permitting
Everyone, $10/person; First-Time Guest, Free
No Refunds

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