Puget Sound Chapter Future Meetings
Mark Your Calendar!

Saturday, November, 15, 2014

Saturday, November 15, 9:45 a.m.
Speaker: Nick Atkeson, co-founder of Delta Investment Management    
Topic: “Win by Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Market”

The AAII Puget Sound Chapter presents...

"Live It Up Without Outliving Your Money"

    Discussed by:

    Paul Merriman
    Founder, Merriman Investment Service

This three-hour seminar is based on new research covering asset-class selection, asset allocation, distributions, and how to avoid the investment mistakes that pre-retired and retired investors alike commonly make. Warren Buffett says, “You only have to do a very few things right in your life, so long as you don’t do too many things wrong.” Paul Merriman will discuss the few right things that investors should do, as well as the wrong things that get in the way of meeting your financial goals. He will conclude with a discussion of buy-and-hold vs. market timing and why most investors fail at both.

Attend This Meeting and Learn...
How to make higher rates of return with lower risk
The 12 numbers every investor must know to complete a financial plan
Seven different ways to increase distributions from 4% to 7% per year

Saturday, September 20, 2014
9:30 a.m.    Registration/Social
9:45 a.m.-12:45 p.m.    Program
Mercer Island Community and Event Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
[ Map This Location ]
In Advance (postmarked by 9/15 or online by 9/19)
Online reservation at


Please preregister as early as possible to help us plan. Make a contribution of any amount of your choice for each person who will attend. The more you contribute, the better the speakers we can bring to you. Online registration should be made at least 24 hours before the presentation at


Pay Online
  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.

Local Groups

Eastside Group
This discussion group meets the second Tuesday of each month (except in July and August) at 7 p.m. in the Newport Way Library or the Mercer Island Library. The group maintains an email list at http://groups.yahoo.com/group/AAIIEastsideSIG. To receive a notice prior to each monthly meeting, please send an email to: AAIIEastsideSIG-subscribe@Yahoogroups.com. For more details, please contact Jim Shaw at js46aa@gmail.com.

North End Group
This discussion group for those who live north or northeast of Seattle meets in the Lynnwood Library at 7 p.m. on the first Tuesday of each month (No meeting in August 2014 or November 2014). Please preregister by contacting Lowell Wickman at wick912yukon@hotmail.com.

South Sound Group
Meetings are generally held on Saturday mornings, once every two months, at the University Place Library, 3609 Market Place West. Please preregister by contacting Kevin Osenton at southsoundaaii@wamail.net.

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