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 |
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| About the dangers still lurking
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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... |
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| How to invest to meet your needs throughout retirement |
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| Income-generating strategies to meet cash flow needs
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