The AAII Long Island Chapter presents...

Managing Retirement Wealth

    Discussed by:

    Julie Jason
    Author; CIO, Jackson, Grant Investment Advisers Inc.

A real concern for investors is losing assets in volatile or down market periods, and as a result, having to work longer or reduce lifestyles. This presentation will help you anticipate market-moving events, graduate from random buying and selling and construct a goal-directed personal portfolio customized to serve you and your family for a lifetime. Whether you’re a novice or an experienced investor, you’ll find resources, insights and strategies here to make effective decisions upon which a sound financial future can be based.

Attend This Meeting and Learn...
How to construct a personal portfolio that will serve you and your family for a lifetime
How to establish an oversight system to make sure you stay on course
How to develop a sense of healthy skepticism to help you evaluate investment performance and advice

Tuesday, May 15, 2012
6:45 – 7:30 p.m    Registration/Social/Refreshments
7:30 p.m.    Program
following program    Q&A
East Norwich Inn
6321 Northern Blvd.
East Norwich, NY
[ Map This Location ]
In Advance (by 5/8)
AAII Members and Family, $15/person;
Nonmembers, $20/person
At the Door
space permitting
Everyone, $30/person
No Refunds

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