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The AAII Long Island Chapter presents...


"Closed-End Funds for Income and Total Return"

    Discussed by:

    Mike Taggart
    Director of Closed-End Fund Research, Morningstar Inc.

Closed-end funds are commonly used as income-generation investments. However, there are some common pitfalls that many individual investors run into in their quest for more income. Understanding premiums and discounts, leverage, and dividends is critical to avoiding the hazards in closed-end fund investing. As with most securities, a few rules of thumb can put you far ahead of the crowd.

Attend This Meeting and Learn...
About the nitty-gritty details of closed-end funds
How closed-end funds can boost your income
How to tell when a closed-end fund discount truly means a fund is “cheap”

  MEETING DETAILS
Date:
Wednesday, June 6, 2012
Time:
6:45 – 7:30 p.m    Registration/Social/Refreshments
7:30 p.m.    Program
following program    Q&A
Location:
East Norwich Inn
6321 Northern Blvd.
East Norwich, NY
516-922-1500
[ Map This Location ]

Payment:
In Advance (by 5/30)
AAII Members and Family, $15/person;
Nonmembers, $20/person
At the Door
space permitting
Everyone, $30/person
No Refunds

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