Houston Chapter Future Meetings
Saturday, September, 13, 2014
Mark Your Calendar!
Speaker: Richard Ferri, founder, Portfolio Solutions
Topic: Power of Passive Investing
The AAII Houston Chapter presents...
"Managing Retirement Wealth"
A real concern for investors approaching retirement is losing assets in volatile or down market periods and, as a result, having to either work longer or reduce the quality of their lifestyles. This presentation by Julie Jason will help you anticipate market-moving events, graduate from random buying and selling, and construct a goal-directed personal portfolio customized to serve you and your family for a lifetime. Whether you’re a novice or experienced investor, you’ll find resources, insights and strategies here to make effective decisions upon which a sound financial future can be based.
CIO, Jackson, Grant Investment Advisers, Inc.
|Attend This Meeting and Learn...|
|| How to construct a personal portfolio that will serve you and your family for a lifetime
|| How to establish an oversight system to make sure you stay on course
|| How to develop a sense of healthy skepticism to help you evaluate investment performance and advice
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