The AAII San Diego Chapter presents...

"Exploring the Power of ETF-Based Investing"

    Discussed by:

    Herb Morgan
    CEO and Chief Investment Officer, Efficient Market Advisors LLC

Exchange-traded funds (ETFs) are rapidly approaching $2 trillion in assets in the U.S. alone, making them the most quickly adopted financial product in history. As an early adopter of these funds, Herb Morgan will explain ETFs, the tax advantages they confer, and how to build a diversified ETF-based portfolio.

Attend This Meeting and Learn...
How ETFs are constructed and how they differ from mutual funds
Tax implications of ETFs, ETNs and others (collectibles, etc.)
Using ETFs for strategic, tactical and opportunistic portfolio construction

Saturday, April 5, 2014
8:30 a.m.    Registration/Social
9:00 a.m.    Program
10:30 a.m.    Q&A
Lawrence Family Jewish Community Center, The Teen Room, Jacobs Family Campus
4126 Executive Drive
La Jolla, CA 92037
[ Map This Location ]
In Advance (by 4/2)
Everyone, $5/person

At the Door
space permitting
Everyone, $8/person

Please make checks payable to “AAII San Diego Chapter.”
  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.


Mutual Fund/ETF/FastTrack SIG
Contact: Rob Bernstein,, 858-367-5200 for details and schedules. Next meetings are March 22, April 19 and May 10.

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