The AAII Southwest Florida Chapter presents...


Building a Sound Portfolio for These Times

    Discussed by:

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

This session will explain the key steps in constructing a successful portfolio. It covers goal setting, diversifying, 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:
Thursday, February 17, 2011
Time:
2:00 p.m.    Registration
2:30 p.m.    Program
3:30–4:00 p.m.    Q&A
Location:
Homewood Suites
3470 Fruitville Road
Sarasota, FL 34237
941/365-7300
[ Map This Location ]
Payment:
In Advance (by 2/10), Members and Family, $10/person; Nonmembers, $12/person
At the Door (space permitting), AAII Members and Family, $15/person;
Nonmembers, $18/person
No Refunds
Note: Seating is limited to 60 max, early registration is suggested.

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