The AAII Boston Chapter presents...

"The Retirement You Deserve"

    Discussed by:

    Robert Powell
    Columnist & Editor, Retirement Weekly

In this presentation, Powell will discuss the major aspects of saving for and living in retirement. He will explore various saving-for-retirement rules of thumb; the need to estimate sources of income and expenses in retirement; the use and value of a retirement balance sheet. Powell will discuss various retirement withdrawal strategies given your level of “retirement fundedness.” Powell will address the major risks Americans will face in retirement, including health care shocks, death of a spouse, and longevity, and how to best mitigate those risks. Powell will also cover the need to leave behind a non-financial legacy.

Attend This Meeting and Learn...
Why rebalancing maintains the benefits of diversification and lowers portfolio risk
A simple strategy for monitoring your portfolio and improving your investment decisions
How to analyze stocks and why dividends matter

"Investment Education Workshop: Using Managed Futures for Portfolio Diversification"

    Discussed by:
    David Johnson
    President and Portfolio Manager, Global Capital Group

Adding diversified, non-correlated alternative investments to portfolios has not only increased returns beyond traditional portfolios, but has done so with significantly less risk. In this workshop, Johnson will show mounting evidence of a tough environment for traditional investments over the next decade and how to select portfolio components that have the potential to increase returns and reduce risk in this environment. Stocks, bonds, managed futures and real estate all have their places in the robust portfolio for the next decade. The key is learning what each has to offer and how to use them together effectively in this challenging investing environment.

Attend This Meeting and Learn...
Option risk management techniques
Why options are actually less risky than straight stock positions
Option-income generating strategies of selling puts and writing covered calls

Thursday, September 26, 2013
5:45 – 6:55 p.m.    Investment Education Workshop
5:30 p.m.    Registration/Social
7:00 p.m.    Sit Down Dinner
8:00 p.m.    Program
9:20 p.m.    Q&A
Embassy Suites
550 Winter St.
Waltham, MA 02451
[ Map This Location ]
Advance Registration
(by 9/23), Program & Dinner, $48/person
Program Only, $15/person
At the Door
Program Only, $20/person
Investment Education
Workshop Only,
$10/person at the door

  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.

Boston Chapter Special Interest Groups

Note: ALL information is subject to change. Please contact your SIG leader if you have any questions regarding dates, times and topics.

Cape Cod—Information/to be placed on group’s email list: John Chamberlain, 302/236-8202 or Meetings cover a variety of current investment and financial topics and consist of both local professional speakers and active member participation. Meetings are held on the first Wednesday of each month from 7:00-8:30 p.m. in the conference room at the Cape Cod Community TV Center, 17 Shad Hole Road, Dennisport, MA. Upcoming meetings: September 4, October 2 (Guest Speaker - Ted Yoos) and November 6.

Common Stock—Information/meeting location: Mark Sheingold, 617/469-5290 or Meets on the second Tuesday of every month, 7:00-9:00 p.m., at 8 Alton Place, Suite 3, Brookline, MA. Members share ideas and research. The full spectrum of common stocks is covered with discussion of financial analysis, markets, etc. All approaches and levels of experience welcome. Upcoming meetings: September 10, October 8 and November 12.

Computerized Investing
—Information/to be placed on group’s email list: Larry Bradley, 781/581-0075 or Meets on the fourth Monday of each month (except August and December), 7:00-9:00 p.m. Location: MIT, 70 Memorial Drive, Cambridge, Building E51, Room 335 (free parking behind building on Amherst Street). Meetings include discussion of technical analysis investment procedures, fundamental techniques or inter-market relations. Upcoming meetings: September 23, October 28 and November 25.

Educational SIG—Information/to be placed on the group’s email list: contact Frank Ford, 978/686-5214 or Meetings focus on expanding knowledge on subjects of investor interest. Meetings include group discussions, guest presenters and study group. AAII members and non-members are welcome and all are encouraged to bring their tablets or laptops; there is Wi-Fi access. Meetings are held on the fourth Tuesday of each month, 6:45-8:45 p.m. at the Nevins Memorial Library on Route 28 in Methuen, Mass. (free parking behind building). Upcoming meetings: Dates TBD; contact group leader.

Mutual Funds—Information/meeting location: Mutual Funds Coordinator, Richard Laudon ( E-Mail Coordinator, Barry Fiske ( A tentative meeting focused on portfolio design is scheduled on November 19, at the new Westwood Public Library on High Street (Route 109), Westwood, MA from 7:00 to 8:45 PM. Meetings will be held on the third Tuesday of designated months. Projected months will be January, March, May, September and November of the next calendar year. Information will be sent by email to those interested participants and is subject to change.

Retirement Investing—Information/to be placed on the group’s email list: contact Robert Zakon, 617/964-3311 or We focus on information for longer-term retirement-based investors. Meetings are held on the second Thursday of each month, from 7:00-9:00 p.m. in the Carter Room at the Avery Crossing Assisted Living building at 110 West Street, Needham, MA 02494. Upcoming meetings: September 19, October 17 and November 21.

Rhode Island Market Mavens—Information/to be placed on the group’s email list: Raymond Rondeau, 401/451–4163 or For maps and detailed information on upcoming meetings, log on to Meetings are held in a semiformal setting, with various professional guest speakers often presenting. The focus is exploring new investment tools and products. Meetings are held on the second Wednesday of each month, from 7:00-9:00 p.m. in the Community Room at Stop&Shop, 333 West River Street, Providence, RI 02909. Upcoming meetings: September 11, October 9 and November 13.

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