Santa Barbara/Ventura Chapter Future Meetings
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There are no upcoming meetings for Santa Barbara/Ventura at this time
The AAII Santa Barbara/Ventura Chapter presents...
"The Economic Outlook: Recovery at Last?"
Dr. Benjamin J. Cohen
"Investing for and During Retirement: A Most Important Part of Your Life"
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.