Northern New Jersey Chapter Future Meetings
Mark Your Calendar!

Monday, September, 8, 2014

Topic: TBD
Speaker: Mark Skousen

Monday, November 10
Topic: TBD
Speaker: Greg Tracoli 

The AAII Northern New Jersey 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 their lifestyles. This presentation will help you anticipate market-moving events, graduate from random buying and selling and construct a goal-directed personal portfolio customized to service you and your family for a lifetime. Whether you’re a novice or an 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

Monday, July 14, 2014
6:15 p.m.    Registration/Social
6:30 p.m.    Program
7:15 p.m.    Q&A
Saddle Brook Marriott
138 New Pehle Ave.
Saddle Brook, NJ 07663
[ Map This Location ]
In Advance
Everyone, $10/person
At the Door
Everyone, $15/person
Bring your spouse or a friend for an extra $5.
Reservations are not required. No Refunds.

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