The AAII Los Angeles Chapter presents...

Strategies for Pursuing Your Retirement Paycheck

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

Morningstar’s director of personal finance will discuss how the retirement and pension landscape has changed in the last 30 years. In 1980, 40% of workers were covered by traditional pensions. Today, that number is 20% or less. This means that if you ever hope to retire, you are going to have to do things differently. You cannot rely on bonds or three-month certificates of deposit. Rates on CDs have fallen from 12.6% in 1980 to 0.6% today. But what should you do? Come hear a premier personal financial advisor share her advice. Then stick around while she takes your questions for the final hour of the meeting. Don’t miss this rare opportunity to hear Christine Benz. For more information on Morningstar visit

Attend This Meeting and Learn...
The advantages of a bucket approach to retirement investing
How to structure a bucket approach to retirement investing
How a bucket approach can help you ride out market volatility

Saturday, June 16, 2012
8:30 a.m.    Registration/Social
9:00 a.m.-12:00 p.m.    Program
Skirball Center
2701 N. Sepulveda Blvd.
Los Angeles, CA
[ Map This Location ]
In Advance (by 6/11) Everyone, $8/person;
At the Door (space permitting only) Everyone, $10/person
No Refunds

  Special Interest Groups (SIGs)


Members should check the LA chapter website for latest schedules. Click on for details.

Mutual Fund Group
Gunter Hagen, 310/457-7504,
Date/Time: First Saturday of odd-numbered months.
Location: Craft Room at the Santa Monica Memorial Park, 1401 Olympic Blvd., Santa Monica
Speaker: TBD
Topic: TBD
For more information, call Gunter Hagen at 310/457-7504 or email at

UltraFS Users Group
Don Gimpel,
Date/Time: The first Saturday of even-numbered months, 9:00 a.m.
Location: Culver City Veterans Memorial Complex, 4117 Overland Ave., Culver City

Computerized Investors Group
Don Gimpel,
Date/Time: First Saturday of all even-numbered months, 10:30 a.m.
Location: Culver City Veterans Memorial Complex, 4117 Overland Ave., Culver City

Stock Selection Group
Norm Langhout, 310/391-6430,
Date/Time: Fourth Wednesday of the month, 7:00 p.m. Next Meeting Wednesday, June 27, 2012, 7:00 p.m.
Location: Fairview Branch, Santa Monica Library, 2101 Ocean Park Blvd., Santa Monica.

Options Group—New!
Robert Morgen,
Date/Time: Meets online, first and third Tuesdays of the month, at 7:30 pm., except August and December
Note: Participants will need Skype.
For an invitation, email Robert Morgen at

Neighborhood Subgroups
Pasadena Group
Ivan Wong,, 626/446-2486
Date/Time: The third Tuesday of the month, 7:00–9:00 p.m. No meeting in August or December.
Location: Pasadena Main Public Library, 285 East Walnut St., one block south of the 210 Freeway and two blocks east of Marengo St.
Speaker: TBD

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