The AAII Northern New Jersey Chapter presents...


How to Graduate From a Collection of Investments to a Portfolio Geared for Retirement

    Discussed by:

    Julie Jason
    Author; CIO, Jackson, Grant Investment Advisers Inc.

Julie Jason will present highlights from her sixth book, “Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad,” which was recognized by the prestigious EIFLE Award for excellence in financial literacy education. This is also the subject of her upcoming presentation at the 2012 AARP national convention, which will be held September 20–22 in New Orleans.

Attend This Meeting and Learn...
How to transition to a portfolio structured to meet retirement income goals
How to develop a sense of healthy skepticism to evaluate investment opportunities and advice
How to structure and monitor portfolios

  MEETING DETAILS
Date:
Monday, September 10, 2012
Time:
6:30 p.m.    Program
Location:
Marriott Hotel
138 Pehle Ave.
Saddle Brook, NJ 07663
201/843-9500
[ Map This Location ]
Payment:
In Advance (If check not received by 9/4, please pay at door)
Everyone, $10/person
At the Door
Everyone, $15/person
Reservations are not required. No Refunds.

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