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The AAII Charlotte Chapter presents...


"How to Invest for Income Now Without Losing Your Capital"

    Discussed by:

    Don Cassidy
    President, Retirement Investing Institute; Program Chair, AAII Denver Chapter; Former Senior Analyst, Lipper

This presentation will cover opportunities and important caveats, as well as useful information sources, for income investors. Donald Cassidy, president of the Retirement Investing Institute, will caution strongly against reaching for yield, urge investors to be active rather than passive, and cover various income approaches—from individual common and preferred stocks and bonds to exchange-traded funds (ETFs), unit investment trusts (UITs), mutual funds and closed-end funds. He will also discuss opportunities in rising-income investments and inverse bond funds. His coverage will include utility investing and real estate investment trust (REIT) investing, as well as writing options for income.

Attend This Meeting and Learn...
How to expand and upgrade your set of income tools in today’s low-rate climate
How to think outside the box, think ahead and understand what not to do

  MEETING DETAILS
Date:
Saturday, April 9, 2011
Time:
8:00 - 9:30 a.m.    Roundtable Meeting
9:30 a.m.    Registration/Refreshments
10:00 - 11:30 a.m.    Program
11:30 a.m.    Q&A
Location:
Myers Park United Methodist Church
1501 Queens Rd.
Charlotte, NC
704-376-8584
[ Map This Location ]
Payment:
At the Door, AAII Member & Spouse, $5/person;
Nonmembers, $10/person; First-Time Visitors, free
No Refunds

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