Central Florida Chapter Future Meetings
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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

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