The AAII Columbus Chapter presents...

Effective Retirement Planning

    Discussed by:

    Jim Budros
    Partner, Budros, Ruhlin & Roe

Jim Budros will present a case study using the Flexible Retirement Planner ( This is a free, robust online retirement planning program that offers simulation analysis. Budros will discuss the case, the assumptions, the planning implications and the practical planning decisions for retirement spending and portfolio construction. In addition, tax planning involving future tax policy, Roth conversion and charitable giving will be discussed.

Attend This Meeting and Learn...
That in retirement planning, assumptions matter
About Monte Carlo simulation, a powerful and intuitive tool
How flexibility in retirement spending can “set you free”lapse

Thursday, November 17, 2011
6:30 p.m.    Happy Hour
7:00 p.m.    Dinner
8:00 p.m.    Program
P.K. O’Ryan's Irish Pub and Restaurant
666 High Street
Worthington, Ohio 43085
(614) 436-0139
[ Map This Location ]
At the Door
Everyone, the menu cost of your restaurant meal. There are no
other charges.
ADVANCE REGISTRATION CUTOFF DATE: Please call or email Doug Smith no later than three days prior to the meeting date, to give us an idea of how many people will be attending the meeting. Telephone number: 614/885-1480; email:
  Special Interest Groups (SIGs)

Computerized Investing
Information: James Hapner, 614/823-5181
This computerized investing group meets 9:00 a.m. to 11:00 a.m. on the second Saturday of each month at P.K. O’Ryan’s Irish Pub and Restaurant, 666 High Street, Worthington, OH 43085, 614/781-0770.

Individual Stocks and Mutual Funds
Information: Doug Smith, 614/885-1480
The individual stocks and mutual funds SIG meets 9:00 a.m. to 12:00 p.m. on the fourth Saturday of each month at Park Bank, 7140 North High St., Worthington, OH.

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