The AAII Puget Sound Chapter presents...

Managing Risk in Your Retirement Plan and Investments

    Discussed by:

    Scott Seymour
    President, Great Scott Financial

Risk is something everyone is concerned about. Ways to hedge financial and investment risks will be discussed throughout the presentation. Since there is no magic bullet for success, ways to navigate the typical investor pitfalls in all types of markets will be discussed. Challenges including periods of high asset correlation, sustained low interest rates and longer life spans will be addressed and solutions to each risk will be presented.

Attend This Meeting and Learn...
The concept of the Retirement Income Tree
The 4% rule: dead or alive?
Additional investment strategies to complement the 50/50 mix associated with modern portfolio theory

Wednesday, July 17, 2013
6:30 p.m.    Registration/Social
6:45 p.m.    Program
Mercer Island Community and Event Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
(206) 236-3545
[ Map This Location ]
In Advance (postmarked by 7/15)
Please send a contribution of any amount of your choice for each
person who will attend. The more you contribute, the better
speakers we can bring you. Donations are requested.
Typical contributions are $10–$20.
At the Door space permitting, maximum 200
Donations are requested. Typical contributions are $10–$20.
Refunds, Contact us at least seven days prior to the meeting for
a full refund.

  Special Interest Groups (SIGs)


South Sound Subgroup
Our spring meeting will be Saturday, June 22, 2013, 10:00 a.m. to 12:00 p.m. at the Lakewood Library Meeting Room, 6300 Wildaire Rd., SW, Lakewood, WA 98499. As always, non-members and guests are welcome. There is no cost to attend; we only ask for a donation to the coffee kitty. I am usually there by 9:30 a.m. to set up. If you get there before the main doors open at 10:00 a.m., just knock on the steel door closest to the street on the parking lot side. Hope to see all of you there. Contact: John Lunkes at, 253/312-1695.

Eastside Subgroup
The AAII Puget Sound Eastside small discussion group meets the second Tuesday of each month (except during July and August) at 7:00 p.m. in the Newport Library (Bellevue/Eastgate) or the Mercer Island Library. If you wish to add your email to the list of those receiving a meeting notice prior to each monthly meeting, please subscribe to the group’s email list by sending an email to: Contact: Jim Shaw at

Mill Creek Subgroup
The Mill Creek/Lynnwood subgroup plans to meet on the first Tuesday of each month at 7:00 p.m. in the Lynnwood Library. Contact: Lowell Wickman at to sign up.

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