The AAII Eastern Michigan Chapter presents...

"Defensive Investing: Maximize Your Profit and Limit Your Risk"

    Discussed by:

    Ryan P. Plovie
    Senior Financial Advisor, Merrill Lynch

    Matthew R. Matuza
    Senior Financial Advisor, Merrill Lynch

    Steve Anderson
    Regional Fixed Income Specialist, Charles Schwab

Ryan Plovie and Matthew Matuza of Merrill Lynch will present multiple potential investment options, including investing in global flexible mutual funds and dividend-paying stocks, as well as structured note investing. Steve Anderson of Charles Schwab will discuss why fixed-income investing is important in any environment and how to structure a fixed-income portfolio using individual bonds, mutual funds and ETFs (exchange-traded funds).

Attend This Meeting and Learn...
How to choose between taxable and tax-free bond instruments
How to recognize the difference between global, flexible and diversified funds
How to use these investment options to minimize your risk

Wednesday, February 8, 2012
6:30 p.m.    Registration/Social/Refreshments
7:00 - 9:00 p.m.    Program
8:45 – 9:00 p.m.    Q&A
Livonia Civic Center Library
32777 5 Mile Rd.
(E of Farmington Rd on the S side)
Livonia, Michigan 48154
(734) 466-2450
[ Map This Location ]
In Advance (by 2/3)
AAII Members & Family, $10/person/couple; Nonmembers,
At the Door
AAII Members & Family, $15/person/couple;
Nonmembers, $15/person
No Refunds

  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.

Computerized Investing & Mutual Fund Investing
Jack Lockman, 313/341-8855
Now combined, these SIGs meet the FOURTH Saturday of each month at 9:30 a.m. at the Farmington Community Library, 32737 12 Mile Rd., 1/2 mile west of Orchard Lake Rd. This group discusses software used in both fundamental and technical analysis. It provides a variety of strategies for investing in stocks and mutual funds.
Tim Hudson,
Meets on the SECOND Monday of each month at 6:45 p.m. at the Troy Community Center on Livernois just north of Big Beaver Rd. The group is comprised of “FastTrack” users. Meeting agendas are varied and include sessions on the use of FastTrack software. Contact Tim Hudson for details.
Jim Melillo,
The MetaStock group has monthly meetings at the Farmington Branch Library, 23500 Liberty St., Farmington, MI 48335. The Metastock group reviews various technical analysis techniques, with special emphasis on the Metastock program. Go to for a schedule of meeting dates or email Jim Melillo for confirmation of dates and times at

For more current information about all of the subgroups, meeting dates and the chapter, go to

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