Puget Sound Chapter Future Meetings
Saturday, November, 15, 2014
Mark Your Calendar!
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"
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.
Founder, Merriman Inc.
|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
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