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Dallas/Fort Worth Chapter Future Meetings
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The AAII Dallas/Fort Worth Chapter presents...


"Building a Dividend and Income Portfolio With ETFs"

    Discussed by:

    Ron Rowland
    President, Capital Cities Asset Management Inc.; Editor, All Star Fund Trader; Editor, International ETF Trader; Lifetime Member, AAII

Every day, more investors are moving from the accumulation stage to the distribution phase of investing. Instead of optimizing for growth, the priority becomes a reliable and growing income stream. The proliferation of new investment products such as exchange-traded funds (ETFs) now makes it feasible to build a portfolio having these attributes. However, with more than 200 dividend and income exchange-traded products to choose from, you must exercise care when building a sound, diversified portfolio that meets your objectives.

Attend This Meeting and Learn...
The 12+ categories of dividend and income exchange-traded funds (ETFs)
Why you have to look at more than yield data
Putting it all together—your portfolio

  MEETING DETAILS
Date:
Wednesday, March 14, 2012
Time:
6:30 p.m.    Registration/Social
7:00 p.m.    Program
8:00 p.m.    Q&A
Location:
DFW Airport Westin (was Harvey Hotel)
4545 W. John Carpenter Fwy. (114)
Irving, TX 75063
972/929-4500


Payment:
In Advance (by 3/9) Everyone, $12/person
At the Door space permitting Everyone, $15/person
No Refunds
  SUBGROUPS

Dallas Mutual Fund Subgroup
Charley Smith, 214/341-1165
Meets on the first Wednesday of each month except July and August, 6:30 p.m., Preston-Royal Library, Royal Lane just west of the North Dallas Tollway. This group meets in an informal roundtable setting to share members’ knowledge and experiences with mutual fund investing. This is a very informative session whether you are a beginning or experienced investor. Contact Charley Smith, 214/341-1165, for further information.

Tarrant Mutual Fund Subgroup
Dean Stackfleth, 817/283-4856
Meets on the first Tuesday of each month, 5:45 p.m., The Golden Corral, 7660 Grapevine Highway, North Richland Hills. Please call Dean Stackfleth, SIG leader, at 817/283-4856 for further information.

Plano Mutual Fund Subgroup
Bill Beatty, 972/424-6280
Meets on the second Thursday of each month, 6:30 p.m., Plano Senior Center, 401 W. 16th St., Plano, TX. 16th Street is an east-west street that connects the southbound access road of the North Central Expressway and Alma Drive, between 15th Street and Park Boulevard. This group meets in an informal roundtable setting to share members’ knowledge and experiences with mutual fund investing. This is a very informative session, whether you are a beginning or experienced investor. Contact Bill Beatty 972/424-6280 for further information.

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