The AAII Chicago Chapter presents...

"The Intersection of Investments and Financial Planning From the Perspective of a CFA, CPA & CFP"

    Discussed by:

    Donald D. Duncan , MBA, CPA CFA, CFP
    D3 Financial Counselors LLC

Learn how to achieve your goals through financial planning and risk-controlled investment management from a qualified financial planning professional. We?ll focus on how financial planning issues can affect your investments, situation, dedication, integration, allocation, location and liquidation.

Attend This Meeting and Learn...
How your age and life objectives can be taken into account in making investment decisions
How various types of investment assets affect the overall risk and expected return on a portfolio

"If You Want to Know Where the Economy Is Going, Follow the Money"

    Discussed by:
    Paul Kasriel
    President, Econtrarian, LLC

The cyclical behavior of an economy is dominated by the behavior of “thin-air” credit: the combined credit created by the central bank and the private banking system. When an asset-price bubble bursts, as happened with technology stocks in 2000 and with real estate in 2008, the result can be a prolonged period during which the private banking system becomes unable to create normal amounts of thin-air credit. This, in turn, results in a weak economic recovery. We’ll explore how thin-air credit creation and quantitative easing by the Federal Reserve will continue to impact the strength of the recovery, both at home and in Japan and China.

Attend This Meeting and Learn...
How the central bank can mitigate the effect of below-normal thin-air credit creation by the private banking system through quantitative easing
The outlook for interest rates and if there is an increase on the horizon and what will be its magnitude

Saturday, May 18, 2013
9:30 a.m.    Registration/Refreshments (coffee & rolls)
10:00 a.m.    Program
11:00–11:30 a.m.    Q&A
DePaul University Center, Conference Center – 8th Floor, Room 8005
One East Jackson, Blvd.
Chicago, IL 60604
[ Map This Location ]
In Advance (by 5/15)
Everyone, $25/person
credit card payments not accepted
At the Door, space permitting
Everyone, $30/person
No Refunds

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Herb Brandwein, 847/933-9190,
Meets year round at 7000 N. McCormick Blvd., Lincolnwood, North of Peterson & Lincoln/South of Touhy, at 6:30 p.m. on the third Tuesday of the month (second Tuesday in November and December).

Vic Grossi, 847/826-3799,
Meets at 7:00 p.m. the fourth Tuesday of the month at the Northbrook Chamber of Commerce Building, 2002 Walters Ave., Northbrook.

Northwest Suburban
Chuck Kitzman, 630/773-6936,
Usually meets the fourth Wednesday of the month at the Palatine Library, 700 N. North Court, Palatine, from 7:00 p.m.

Larry Wachowiak,
Meetings are held on the last Wednesday of the month at 6:30 p.m. in the Fridh Room inside Stewart Square in downtown Rockford at the SW corner of State Street and Main Street. Enter the building through Kryptonite Bar. For information, contact Larry Wachowiak at

South Suburban
Marge Street, 708/798-4099
Usually meets from 10:00 a.m. on the first Saturday of each month at the Flossmoor Public Library, 1000 Sterling Ave., Flossmoor.

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