NEW YORK CITY SPECIAL INTEREST GROUPS - JUNE 20, 2012 Session 1A—What Are Our Options?/Ron Lichtman
In this SIG session, Ron Lichtman will first explain the basic form and function of listed options, in plain and practical terms. Then, with examples taken from actual recent trades, he will demonstrate how options work in real life, when they work best, and when they don’t work at all. The program will be interesting and informative for investors who want to know—
• Are options “risky” or “conservative”? Or both? And when?
• How can options help cut losses, but let the winnings run?
• Putting aside the hype, what are realistic expectations for indi
vidual investors?
• And the eternal question: Should we go naked, or stay covered?
Lichtman’s SIG session outline and “course materials” will be posted for download at http://rjlesq.home.mindspring.com/WAOO/.
Ron Lichtman is a life member of AAII and a life-long self-directed investor, who bought his first mutual fund at age 14, grossly overpaid the front-end load—and never forgave or forgot. While practicing law “on the side,” or so it often seemed during the market convulsions since September 2008, he extensively used puts and calls to augment and to protect a diversified portfolio of small-, mid- and large-cap stocks. Now concentrating on financial advising, Lichtman has qualified as a Series 65 financial adviser and writes the periodical letter “The Telescopic Investor—Investing With Eyes on the Stars, Feet on the Ground.” Session 1B—Total Return Roundtable/Leonard Ladin
Interact with other investors on current investment issues at this series of roundtable discussions. Tonight’s topic: “Is It Time to Take Profits in High-Flying Stocks?” Come prepared to discuss current or planned holdings and decisions on buy, sell or hold.
Leonard Ladin is the AAII NYC Chapter president. Session 2A—Financial Planning Workshop/Scott Brewster
Bring your portfolio and financial planning questions to this session and help educate yourself and others. The session will be an open forum where people can ask questions, troubleshoot their own planning, and share their successful financial strategies.
Scott Brewster, CFP, MBA, EA started his financial advisory career in January of 1996 and in 2001 founded Brewster Financial Planning LLC. Scott can be reached at scott@brewsterfp.com. Session 2B—Mutual Funds, Exchange-Traded Funds (ETFs) and Closed-End Funds/Marcia Lach
This ongoing roundtable session will cover a wide variety of mutual funds, exchange-traded funds (ETFs) and closed-end funds and, within these categories, bonds, equities and real estate investment trusts (REITs). Marcia Lach will discuss the different types of assets these investment vehicles contain and which of them should perform the best over the next 12 months. She will also discuss the relationship between risk and performance and how to build a lower-risk portfolio.
Marcia Lach, a member of the AAII New York City Chapter board of directors, has invested solely in mutual funds over the past 20 years and has a 30-year background in market research and statistics. The Community Center at Saint Jean Baptiste Church
184 East 76th St.
(at Lexington Ave.)
Manhattan (basement)
See Directions Registration, 5:30 – 6:00 p.m.
Session 1, 6:00 – 7:10 p.m.
30-Minute Refreshment Break, 7:10 – 7:40 p.m.
Session 2, 7:40 – 8:50 p.m. Registration Fees:
In Advance* received before 6/13
$26/person (both sessions)
At the Door* space permitting
$30/person (both sessions)
Cancellations/Refunds*
NYC Chapter Info. and Voicemail, 212/386-3703
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