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The AAII Santa Barbara/Ventura Chapter presents...


"What’s Next for the Global Economy & the U.S. Dollar: Why it Matters to Your Investment Portfolio"

    Discussed by:

    Kieran Osborne, CFA
    Senior Analyst, Merk Investments

Is this the end of the dollar era? What are the implications to your portfolio? Kieran Osborne, an expert on macroeconomic trends and currencies who has significant international market experience, will discuss what drives the dynamics of the global game played between the U.S., Asia and Europe as well as the potential impact to different asset classes.

Attend This Meeting and Learn...
Prospects for the global economy & U.S. dollar
The potential impact on different investment asset classes

"4% vs. 7%: Can You Make the Difference in Retirement?"

    Discussed by:
    John Graves, CLU, ChFC
    Editor, The Retirement Journal; Author, “The 7% Solution”

Four percent has been the “distribution rule” since 1996. Are you confined to this, or are there alternatives? A well-designed portfolio of individual securities, ETFs and low-cost funds may yield you as much as a 7% distribution for your retirement. Learn how to source, investigate and manage such a portfolio for a more comfortable retirement.

Attend This Meeting and Learn...
Investment alternatives to increase your portfolio’s retirement income
How to source and manage such a portfolio

  MEETING DETAILS
Date:
Wednesday, October 10, 2012
Time:
6:30 – 7:00 p.m.    Registration/Social
6:30 to meeting end    Refreshments
7:00 p.m.    Program
following programs    Q & A
Location:
The Pierpont Inn
550 Sanjon Rd.
Ventura, CA
805/643-6144
[ Map This Location ]
Payment:
Prepay by mail by 10/3—use form, $10/person
Advance Registration without prepayment by 10/3
(spaces reserved via email, karlegg@aol.com, or phone,
805/642-9540), $12/person
At the Door (for people not Advance-Registered, space
permitting), $15/person
No Refunds

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