Houston Chapter Future Meetings
Mark Your Calendar!

Saturday, September, 13, 2014
Speaker: Richard Ferri, founder, Portfolio Solutions
Topic: Power of Passive Investing

The AAII Houston Chapter presents...

Managing Retirement Wealth

    Discussed by:

    Julie Jason
    Author; CIO, Jackson, Grant Investment Advisers Inc.

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.

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

Tuesday, May 13, 2014
6:00 p.m. (cash bar)    Registration/Social
6:30 p.m.    Dinner
7:15 p.m.    Program
8:30 p.m.    Q&A
Massa’s Restaurant
1160 Smith St.
Houston, TX 77002
[ Map This Location ]
In Advance (by 5/2)
AAII Member and Family, $50/person; Nonmembers, $55/person
Please try to register ahead for planning purposes regarding the menu and seating
arrangement at the restaurant.

Pay Online �
  Special Interest Groups (SIGs)


Options SIG
Contact: Rohit Millstein,
Meetings are held on the first Tuesday of the month at the Sosa Center (1414 Wirth Rd., Houston, 77055) at 6:30 p.m. Beginners are encouraged to contact Rohit to organize special sessions. Upcoming meeting dates are as follows:
May 6, June 3 (beginners session), July 1, August 5

Computerized Investing SIG
Contact: Keith Drake, keith.drake@earthlink.net
Meetings are held on the third Tuesday of every other month at the Sosa Center (1414 Wirt Rd., Houston, 77055) at 7:00 p.m. Upcoming meeting dates TBA.

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