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The AAII Milwaukee Chapter presents...


"Alternative Investing for Risk Management"

    Discussed by:

    Brent Pahnke
    Retirement Solutions

Emotion plays an unfriendly adversary for most people in the investment world. As the stock market swings up and down on a daily basis, human nature takes us on an emotional roller coaster. How many people sold the majority of their investments in 2008 near the bottom of the market, only to sit with that cash in the bank and watch 2009 be a great rebound year (and kicking themselves that they didn’t get back in)? Our speaker, Brent Pahnke will help you to create portfolios that can stand the test of time and smooth out that emotional roller coaster ride. You will learn to combine traditional investments side by side with unit investment trusts and non-traded alternative investments that will allow you sleep better at night knowing that your entire portfolio isn’t tied to the day’s results in the stock market. Brent will share with you the benefits of unit investment trusts (UITs) along with some alternative investments.

Attend This Meeting and Learn...
How a UIT fits with your portfolio and investing objectives
What alternative investments remain in a world filled with alternative exchange-traded funds
What the risks are in alternatives versus the overall market

  MEETING DETAILS
Date:
Thursday, November 15, 2012
Time:
6:00 – 7:00 p.m.    Registration/Cash Bar/Refreshments/Social
7:00 p.m.    Program
Location:
Midway Hotel
1005 S. Moorland Rd.
Brookfield, WI
262/786-9540
[ Map This Location ]
Payment:
In Advance (by 11/12)
AAII Members and Family, $15/person; Non-members,
$20/person;
Students, $10/person
At the Door space permitting
Everyone, $20/person
No Refunds

  SUBGROUPS

Subgroups

Madison Subgroup
Contact: Jared Bessert, 608/298-9008, MadVest@sbcglobal.net
There will be no November meeting for the Madison Sub Group due to the Thanksgiving holiday. The schedule for 2013 is as follows: February 20, March 20, May 15, September 18, October 16 and November 20, 2013. If you would like to propose future speakers or help with the meetings in any way, contact Jared Bessert at 608/298-9008 or MadVest@sbcglobal.net.
LOCATION: Sequoya Branch of the Madison Public Library, 4340 Tokay Blvd., Madison, WI, 53711, 608/266-6385. The new Sequoya Branch of the Madison Public Library is located in the Midvale Shopping Center, about halfway between the Beltline and University Avenue. Enter the library from either Tokay Blvd. or from the center’s parking lot.

Mutual Fund Subgroup
Contact: Brian Harden, 414/347-5546, barnonharden@yahoo.com; or Karen Hager 262/255-2849
Date/Time: Thursday, November 29, 2012, 6:00 p.m. Please note that this meeting is on Thursday for this month only. At the November meeting, we will review the Value portfolio followed by our holiday social.
2013 meetings are scheduled for January 23, March 20, May 22, September 25 and November 20. Meetings are the fourth Wednesday of the odd-numbered months except for March and November, which are on the third Wednesday. No meeting is scheduled in July.
LOCATION: Brookfield Library, 1900 North Calhoun Rd., Brookfield, 262/782-4140. Take I-94 to the Moorland Road north exit. Go past the Brookfield Mall and turn west (left) on Blue Mound Rd. Go one mile to Calhoun Rd. and turn north (right). Go two miles north. The library is on the east (right) side, next to City Hall.

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