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The AAII Connecticut Chapter presents...


"Moving From a Collection of Investments to a Retirement Portfolio"

    Discussed by:

    Julie Jason, J.D., LL.M.
    Co-founder, Jackson, Grant Investment Advisers Inc.; Author; Columnist

Do you have a retirement “portfolio” organized to meet your specific needs? Or do you have a random collection of investments, accounts and advisers that you’ve acquired over time? Julie Jason will highlight key personal portfolio management techniques and insights that will help you gain control over your results along with a better sense of how to deal with the uncertainty that we all face as investors, especially during challenging economic times. She 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 Excellence in Financial Literacy Education (EIFLE) award. This was also the subject of her presentation at the 2012 AARP National Convention, which was held last month in New Orleans.

  MEETING DETAILS
Date:
Thursday, October 18, 2012
Time:
6:00 p.m.    Registration/Social
7:00 p.m.    Dinner
8:00 p.m.    Program
Location:
The Waters Edge at Giovanni's II
2748 Boston Post Rd. (US-1)
Darien, CT
203-325-9979
[ Map This Location ]

Payment:
In Advance
Program & Dinner, $45/person; Program Only, $25/person
At the Door space permitting
Program & Dinner, $50/person; Program Only, $25/person
No Refunds
  SUBGROUPS

Subgroups

Computerized Investing—Meets at the University of New Haven, Bergami Learning Center for Finance and Technology, Maxcy Hall, room 218, 10 a.m. to 12 noon, on or around the fourth Saturday of each month. Their web address is www.newhaven.edu. Gregory Blosick, 203/931-0322, Gregory_Blosick@msn.com.

Mutual Fund Interest Group—Meets at the Westport Public Library, seminar room, second floor, 7–9 p.m., on or around the 2nd Tuesday of odd months (except July). Their Web address is www.westportlibrary.org. Peter Spielman, peterspielman@optonline.net; John Swensson, 203/322-9532.

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