The AAII Columbus Chapter presents...


"Year-End Portfolio Tune-up and Preparing for 2014"

    Discussed by:

    Max Larsen
    Founder and President of Future Finances, Inc.

This presentation will focus on taking control of your portfolio for year-end 2013 and getting it ready for 2014 by incorporating a tactical asset allocation strategy, year-end tax planning and bond investing.

Attend This Meeting and Learn...
Important year-end tax planning for your portfolio
Incorporating a tactical asset allocation strategy
Strategies you can take to avoid losses from bonds

  MEETING DETAILS
Date:
Wednesday, December 11, 2013
Time:
6:15 p.m.    Dinner
7:15 p.m.    Program
Location:
MCL Restaurant & Bakery
3154 Kingsdale Center
Upper Arlington, OH 43221
614/457-1625
[ Map This Location ]
Payment:
At the Door
Everyone, the menu cost and tip of your restaurant meal. A one
dollar tip per person is suggested for the waiter. There are no
other charges.
ADVANCE REGISTRATION CUTOFF DATE: Please call or email Doug
Smith by 3 days prior to the meeting date, to give us an idea
of how many people will be attending the meeting and how many handouts to print. Telephone number: 614/885-1480;
email:

stocksmith@hotmail.com

.
  SUBGROUPS

Subgroup 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.

Subgroups

Computerized Investing
Information: James Hapner, 614/823-8625
This computerized investing group meets 9:00 a.m. to 11:00 a.m. on the second Saturday of each month from September through May at Panera Bread, 875 Bethel Rd., Columbus, OH.

Individual Stocks and Mutual Funds
Information: Doug Smith, 614/885-1480
The individual stocks and mutual funds SIG meets 9:00 a.m. to
11:30 a.m. on the fourth Saturday of each month at the lower level of Park Bank, 7140 North High St., Worthington, OH.

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