The AAII Los Angeles Chapter presents...

The Most Important Investing Tools I Gave My Son

Discussed by:        


Gatis Roze, MBA, CMT
Private Investor, Author, Blogger, StockMarketMastery.com

Attend This Meeting and Learn...

Investment truths and essential lessons to pass on to your kids Investing potholes you and your children need to avoid How to keep yourself and your family engaged in your financial journey

It Pays to Be Young: How to Turn Your Age Into Profits

Discussed by:
Grayson Roze
Author, Vice President, StockCharts.com, Inc.

An accomplished investor at a young age, Grayson Roze has learned how time-tested strategies and proven methodologies can be adapted to the younger investor. At the age of 27, he brings a unique perspective on the markets and has learned how to put his age to work for him. In this presentation, he will share the lessons that all young investors need to know to start early and put themselves far ahead financially in their 20s and 30s.

Attend This Meeting and Learn...

Why the miracle of compounding is more important than your salary How observational investing can help you profit from the world around you How to empower yourself with a focus on financial health

Passing the Financial Baton: But Still Investing Together

Discussed by:

Working together as a father-son investment team, Gatis and Grayson Roze manage assets, both together and independently. In this final presentation of the day, they will take the stage together to share their experiences, revealing the most important takeaways you need to understand and embrace as you pass the financial baton from one generation to the next. You will learn: How to think together and make investing a joint venture What works and what doesn't when navigating family finance How a combined cross-generational perspective can yield profitable insights