The AAII Central Florida 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 in constructing a successful portfolio. It will cover goal setting, diversifying in the right way, and adjusting the asset allocation for your risk tolerance. You will learn a method for selecting sound investments and 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 as professionals do

MEETING DETAILS

Date:

Wednesday, February 16, 2011

Time:

6:30–7:00 p.m.	Registration/Social/Refreshments
7:00 p.m.	Program
8:00–8:30 p.m.	Q&A

Location:

University Club of Winter Park
841 N. Park Ave.
Winter Park, FL 32789
[ Map This Location ]

Payment:

In Advance (by 2/14)
AAII Member and Family, $5/person; Nonmembers, $7/person
At the Door (space permitting) Everyone, $10/person
No Refunds

[ Click here for the February 16, 2011 Meeting Announcement ]

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