Houston Chapter Future Meetings
Mark Your Calendar!

Saturday, September, 13, 2014
Speaker: Richard Ferri, founder, Portfolio Solutions
Topic: Power of Passive Investing

The AAII Houston Chapter presents...

"Managing Retirement Wealth"

    Discussed by:

    Julie Jason
    CIO, Jackson, Grant Investment Advisers, Inc.

A real concern for investors approaching retirement is losing assets in volatile or down market periods and, as a result, having to either work longer or reduce the quality of their lifestyles. This presentation by Julie Jason will help you anticipate market-moving events, graduate from random buying and selling, and construct a goal-directed personal portfolio customized to serve you and your family for a lifetime. Whether you’re a novice or experienced investor, you’ll find resources, insights and strategies here to make effective decisions upon which a sound financial future can be based.

Attend This Meeting and Learn...
How to construct a personal portfolio that will serve you and your family for a lifetime
How to establish an oversight system to make sure you stay on course
How to develop a sense of healthy skepticism to help you evaluate investment performance and advice

Tuesday, May 13, 2014
6:00 p.m. (cash bar)    Registration/Social
6:30 p.m.    Dinner
7:15 p.m.    Program
8:30 p.m.    Q&A
Massa’s Restaurant
1160 Smith St.
Houston, TX 77002
[ Map This Location ]
In Advance (by 5/2)
AAII Member and Family, $50/person; Nonmembers, $55/person
Please try to register ahead for planning purposes regarding the menu and seating
arrangement at the restaurant.

Pay Online »

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.


Options SIG
Contact: Rohit Millstein,
Meetings are held on the first Tuesday of the month at the Sosa Center (1414 Wirth Rd., Houston, 77055) at 6:30 p.m. Beginners are encouraged to contact Rohit to organize special sessions. Upcoming meeting dates are as follows:
May 6, June 3 (beginners session), July 1, August 5

Computerized Investing SIG
Contact: Keith Drake, keith.drake@earthlink.net
Meetings are held on the third Tuesday of every other month at the Sosa Center (1414 Wirt Rd., Houston, 77055) at 7:00 p.m. Upcoming meeting dates TBA.

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