The AAII Orange County Chapter presents...

Implementing a Low-Cost Investment Strategy Using ETFs

    Discussed by:

    Benjamin Shepherd
    Editor, Louis Rukeyser’s Mutual Funds and Louis Rukeyser’s Wall Street

Exchange-traded funds (ETFs) have proven to be a boon for individual investors: they’re inexpensive, versatile and provide a level of flexibility not offered by traditional mutual funds. Benjamin Shepherd focuses on time-tested mutual fund managers and investment strategies that have proven themselves in both bull and bear markets. He will discuss his global economic outlook and demonstrate how to build a total return portfolio using inexpensive ETFs.

Attend This Meeting and Learn...
How to build a total return portfolio using inexpensive ETFs
About time-tested investment strategies of mutual fund managers
About the global economic outlook

Saturday, August 20, 2011
8:30 a.m.    Registration/Social
9:00 – 10:30 a.m.    Program
10:30 – 11:00 a.m.    Q&A
Balearic Community Center
1975 Balearic Dr.
Costa Mesa, CA 92626
[ Map This Location ]
At the Door, Everyone, $5/person

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