The AAII Orange County Chapter presents...

"Building a Portfolio for the Next Five Years "

    Discussed by:

    Matthew McCall
    Founder and President, Penn Financial Group LLC

Investing involves looking into the future and building a portfolio based on themes that will generate high reward-to-risk returns. By using a macro-to-micro approach to the market, Matthew McCall will share his top sectors and how to make money with them over the next five years. Also included in the presentation will be how to use niche exchange-traded funds (ETFs), preservation of capital, and generating above-average income in a low-interest-rate world. Finally, McCall will share his top stocks and ETFs that he is buying today.

Attend This Meeting and Learn...
About a macro-to-micro approach to the market
About top sectors and how to make money in them over the next five years
About selected stocks and ETFs to buy today

  MEETING DETAILS
Date:
Saturday, September 17, 2011
Time:
8:30 a.m.    Registration/Social
9:00 – 10:30 a.m.    Program
10:30 – 11:00 a.m.    Q&A
Location:
Balearic Community Center
1975 Balearic Dr.
Costa Mesa, CA 92626
714-754-5158
[ Map This Location ]

Payment:
At the Door, Everyone, $5/person
[ Click here for the September 17, 2011 Meeting Announcement ]

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