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The AAII Denver Chapter presents...


"Municipal Bonds: What to Do Now?"

    Discussed by:

    Ron Speaker, CFA
    President, Equus Private Wealth LLC

Right now, municipal bonds are an area of high interest—but also some concern. Tax rates might rise to reduce the deficit, making sheltered income more attractive. But interest rates might rise, arguably depressing prices. State and local finances are still under pressure from reduced tax revenues, and the economy is recovering only slowly. But if the recovery holds and defaults are avoided, today’s municipal bond prices may look like bargains. We live in interesting times! This program will help you to sort things out profitably. May we suggest you bring a friend to introduce them to AAII’s benefits?

In anticipation of high interest from members, our June 27 program will be offered twice. The first presentation will begin at 1:30 p.m. in Boulder and the second will start at 7:00 p.m. in Centennial. Please send in the registration form for the time and location you will be attending.

This event will cover both the national situation in the municipals arena and a special focus on the Colorado economy and market, which is the speaker’s particular area of expertise. The economic background will be a key variable discussed, as well as the history of defaults and payments in past times of economic distress. Special attention will be given to the safer—and less safe—types of bonds issued in Colorado.

  MEETING DETAILS
Date:
Monday, June 27, 2011
Afternoon & Evening Presentation — Two Locations
Time:
Fradier Meadows Manor
1:00 p.m.    Registration/Social
1:30 – 3:15 p.m.; including Q&A    Program
Koelbel Library
6:20 p.m.    Registration/Social/Light Refreshments
7:00 – 8:45 p.m.; including Q&A    Program
Location:
Frasier Meadows Manor
350 Ponca Pl.
0.4 miles southwest of Baseline Rd. and Foothills Pkwy.
Boulder, CO 80303
[ Map This Location ]

or

Koelbel Library
5955 South Holly St.
Centennial, CO

Payment:
In Advance (registrations must be POSTMARKED by 6/20 to
qualify for $8 and $13 rate), AAII Member and Family,
$8/person; Nonmembers, $13/person; Late, $15/person
At the Door (space permitting–Advance Reg. recommended),
Everyone, $15/person
Refunds: Phone cancellations by 5:00 p.m. on 6/26 to
303/988-2296 (NOT taking reservations)

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