The AAII Los Angeles Chapter presents...

"Trends and Outlook for the Global Economy and Capital Markets"

    Discussed by:

    Frank Barbera
    Co-Manager, Sierra Core Retirement Fund; Executive Vice President, Sierra Investment Management

Frank Barbera will discuss the status of the world economy, highlighting current global macroeconomic conditions and how they could potentially affect the major capital markets over the next 12 months. What is on the horizon: continued deflation or creeping inflation? Is the Federal Reserve handling monetary policy successfully, or is it veering dangerously off-course? After the recent earthquake, tsunami and nuclear near-meltdown in Japan, what will be the impact on the global supply chain? What is ahead for the yen and the U.S. dollar? Come hear one of the top investment managers share his thoughts.

Attend This Meeting and Learn...
Whether you should prepare for inflation or deflation
Whether it is time to dive into a bull market or to get out of the way of a bear market
Which asset class looks the most promising: stocks, bonds, metals or currencies

Advanced Perspectives in Retirement Planning

    Discussed by:
    Somnath Basu, Ph.D.
    Professor of Finance, California Lutheran University; Director, California Institute of Finance, California Lutheran University

You will likely be in retirement longer than you ever imagined when you started working. Are you in danger of outliving your assets? After the 2008 stock market crash, can you still retire? If already retired, can you maintain your lifestyle? What adjustments can you make to your retirement portfolio and your retirement spending to compensate for the whack your portfolio took? Professor Basu will discuss longevity planning, how your spending changes during retirement, and the steps you can take to ensure that your money lasts as long as you do.

Attend This Meeting and Learn...
How to calculate whether you have saved enough to retire
What to do if you are retired and worried about having enough money to last
How spending patterns change during retirement

  MEETING DETAILS
Date:
Saturday, May 21, 2011
Time:
8:30 a.m.    Registration/Social
9:00 a.m.-12:00 p.m.    Program
Location:
Skirball Center
2701 N. Sepulveda Blvd.
Los Angeles, CA
[ Map This Location ]

Payment:
In Advance (by 5/16) Everyone, $8/person;
At the Door (space permitting only) Everyone, $10/person
No Refunds
[ Click here for the May 21, 2011 Meeting Announcement ]

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