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Investment Education Person-to-person

American Association of Individual Investors

DC Metro Chapter

Washington, DC

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October 18, 2014

Topic:
"Strategies for Pursuing Your Retirement Paycheck"
Presenters:
Christine Benz,
Director of Personal Finance, Morningstar, Inc.
Location:
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
Telephone: 703­-521-1900
Note: Parking at the hotel is free.
Map
Cost:
Advance registration by mail, or on-line until 10/14/14 - $28.00 per person
Late registration on-line 10/15/14 until 10/17/14 - $33.00 per person
At the door registration, space permitting - $38.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM
Details:
With ultra-low bond yields and the ebbing away of pensions, creating a successful financial plan for retirement has never been more challenging. Morningstar director of personal finance Christine Benz will discuss how to structure a sensible, well-balanced portfolio that will provide for ongoing living expenses as well as long-term growth potential. She'll also share model in-retirement portfolios based on Morningstar's top mutual fund and exchange-traded fund picks.
Attend this meeting to learn:
  • How to arrive at a sensible asset allocation plan for your retirement portfolio.
  • How to establish a sustainable withdrawal rate and the importance of revisiting that withdrawal rate as circumstances change.
  • How to construct a portfolio that is focused on total return rather than current income only.
Reasons to attend:
  • To become familiar with the key steps to take when creating a financial plan for your retirement years.
  • To see how Morningstar's mutual fund and exchange-traded fund picks translate to an investment portfolio.
  • To understand the key ingredients that belong in every retiree's portfolio, such as inflation and longevity protection.

Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010). Benz is also co-author of Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller published in 2003, and author of the book's second edition, which was published in 2005. She has worked as an analyst and editor at Morningstar since 1993.

Get reservation form for October 18, 2014 workshop



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November 15, 2014

Topic:
"What Have the Markets Done in 2014 and How Will that Impact 2015
Presenter:
Nancy Osmond Popovich,
Partner and Director of Investments, The Wise Investor Group at Robert W. Baird & Co.
Location:
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
Telephone: 703­-521-1900
Note: Parking at the hotel is free.
Map
Cost:
Advance registration by mail, or on-line until 11/11/14 - $28.00 per person
Late registration on-line 11/12/14 until 11/14/14 - $33.00 per person
At the door registration, space permitting - $38.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM
Details:
Ms. Popovich will take a look back at what happened with the markets, economy, and the globe in 2014, and what they all will mean for the U.S. investor for 2015.
Attend this meeting to learn:
  • What the Wise Investor Group expects in the year to come.
  • Whether there is any value to adding bonds to your portfolio.
  • Which stocks are attractive right now.
Reasons to attend:
  • To receive a comprehensive review of the 2014 markets and a market outlook for 2015.
  • To receive a deeper understanding of bonds.
  • To receive specific, actionable stock ideas

Nancy Popovich’s role at the Wise Investor Group is to oversee the management of more than $2.1 billion in equity, balanced, and fixed income accounts. A sought-after speaker and writer on managing personal wealth, Nancy has been published in local magazines and is a regular speaker for individual investors, divorce groups, and women’s events. Nancy is an on-air host of The Wise Investor Show, which is broadcast weekly throughout the Washington DC metro area every Sunday morning on WMAL. Her topics range from when to begin tapping your social security to in-depth statistical analysis of companies she believes could add value to her listener’s retirement plans.

Get reservation form for November 15, 2014 workshop



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Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Joseph Croman
  • Secretary:
     Atul Agrawal
  • Co-Treasurers:
     Joy Garrish
    Gloria Loew


Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Helen Kirkpatrick
  • Vas Madhava
  • Ron Spieker
  • Kenneth Williams
 
 

Contact Information

General Information
301­-593-4542
Questions about registration
703­-879-8480

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116


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