The AAII Santa Barbara/Ventura Chapter presents...

The Economic Outlook: Recovery at Last?

    Discussed by:

    Dr. Benjamin J. Cohen
    Professor of International Political Economy, University of California, Santa Barbara

After more than four years of financial crisis and recession, is the U.S. economy finally beginning to recover? Recent indicators look good, with unemployment dropping and growth rising. But dangers still lurk, both at home and in the broader world economy. This talk will provide a global perspective on current economic prospects and what they might mean for the individual investor.

Attend This Meeting and Learn...
About the current global economic prospects
About the dangers still lurking

Investing for and During Retirement: A Most Important Part of Your Life

    Discussed by:
    Timothy F. Bock
    Founder and President, Summit Portfolio Management

This presentation will cover portfolio design and risk management strategies, cash flow planning and generation, active versus passive management issues, tax minimization approaches, and the personal inflation rate. It will also include safe withdrawal strategies along with stocks, bonds, mutual funds, exchange-traded funds (ETFs), alternatives and their application to retirement investing.

Attend This Meeting and Learn...
How to invest to meet your needs throughout retirement
Income-generating strategies to meet cash flow needs

Thursday, May 17, 2012
6:30 – 7:00 p.m.    Registration/Social
6:30 to meeting end    Refreshments
7:00 p.m.    Program
following programs    Q & A
Louise Lowry Davis Center
1232 De La Vina St.
Santa Barbara, CA
[ Map This Location ]
Prepay by mail by 5/10—use form, $10/person
Advance Registration without prepayment by 5/10
(spaces reserved via Email,, or phone,
805/642-9540), $12/person
At the Door (for people not Advance-Registered, space
permitting), $15/person
No Refunds

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