The AAII Albuquerque Chapter presents...

Wealth Engineering

    Discussed by:

    Timothy Bock
    President, Summit Portfolio Management

This presentation will focus on Tim Bock’s approach to creating optimal ways of enhancing portfolio management. He will discuss what investment science tells us about risk and returns, psychological hazards to avoid, protecting yourself from fraud and how to analyze track records. He will also touch on active versus passive management of portfolios.

Attend This Meeting and Learn...
How to manage assets to control risks
What drives investment returns
About “safe” withdrawal rates during retirement

Thursday, January 24, 2013
6:30 p.m.    Registration/Social
7:00 p.m.    Program
Clarion Hotel
7620 Pan American Freeway NE
Albuquerque, NM 87109
505/823-1300 or 1-877/430-1301
[ Map This Location ]
In Advance (by 1/19)
Everyone, $10/person or couple;
Full-Time Students, $5/person;
Active Military, $5/person
At the Door
(space permitting)
Everyone, $15/person or couple;
Full-Time Students, $5/person
Active Military, $5/person
No Refundsv
  Special Interest Groups (SIGs)

Subgroup Meeting
Date: Second Tuesday of the month, 6:00 p.m.
Speaker: TBD Topic: TBD
Location: Copper Canyon Cafe, 5455 Gibson Blvd SW, Albuquerque, NM 87108
Subgroup Leader: George Proctor,, 505-239-0102

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