The AAII Portland Chapter presents...

"Managing Risk in Your Retirement Plan and Investments"

    Discussed by:

    Scott D. Seymour
    President, Great Scott Financial

Risk is something everyone is concerned about. Ways to hedge financial and investment risks will be discussed throughout the presentation. Since there is no magic bullet for success, ways to navigate the typical investor pitfalls in all types of markets will be discussed. Challenges that include periods of high asset correlation, sustained low interest rates and longer life spans will be addressed and solutions to each risk will be presented.

Attend This Meeting and Learn...
Understand the concept of the Retirement Income Tree
The 4% rule: dead or alive
Additional investment strategies to complement the 50/50 mix associated with modern portfolio theory

Tuesday, July 16, 2013
5:45 p.m.    Registration/Social
7:00 p.m. and 8:00 p.m.    Coffee Break
6:15 - 9:00 p.m.    Program
Sheraton Portland Airport Hotel
8235 NE Airport Way
Portland, Oregon
[ Map This Location ]
In Advance (Postmarked by 7/13), Everyone, $15/person
Or, register online by midnight 7/14 at

At the Door space permitting, Everyone, $20/person
No Refunds
Registrants may order one DVD of the meeting for personal use
only for an additional $5 fee. Contact Janice Walters,

. *Chapter books for sale during the breaks

Pay Online
  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


AAII Investment Discussion Group
Contact: Ronald Jones, Discussion Group Chairperson,
This session is scheduled for January.

Conversations About Investing SIG
Contact: Sr. Rene’ Foster,
The session usually meets monthly between 7:00 to 8:45 p.m., at the Terwilliger Plaza Retirement Center located at 3545 Terwilliger Blvd. If you like discussing information and opinions about financial matters, the economy or investing topics, contact Sr. Rene’ Foster to receive meeting information such as dates, time, location and presenters.

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