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Investment Education Person-to-person

American Association of Individual Investors

DC Metro Chapter

Washington, DC

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April 19, 2014

Topic:
"Managing Your Money During Retirement"
Presenter:
Maria Crawford Scott,
Former Editor of the AAII Journal/American Association of Individual Investors
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 04/15/14 - $28.00 per person
Late registration on-line 04/16/14 until 04/18/14 - $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:
This presentation discusses the best methods for investing and managing your savings during your retirement years. It focuses on how much you can safely withdraw from your portfolio each year to ensure your nest egg supports you throughout your lifetime, withdrawal rules to help squeeze out more from your portfolio and what kind of asset allocation mix is most appropriate during your retirement.
Attend this meeting to learn:
  • How much money you can safely withdraw from your retirement savings each year.
  • Asset allocation strategies if you are living off of your retirement savings.
  • Portfolio monitoring and maintenance strategies to ensure that your portfolio will continue to support you throughout your retirement.
Reasons to attend:
  • You are about to retire or have just retired and need to develop a plan for living off of your retirement savings
  • You want to make sure your current strategy for living off of your retirement savings will really work.
  • You want to figure out how to adjust your portfolio when conditions change to ensure that it will support you throughout your retirement.

Maria Crawford Scott was editor of the AAII Journal for 25 years, where she both edited articles and wrote extensively, particularly in the area of personal finance and retirement investing.

Get reservation form for April 19, 2014 Meeting



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Next Investor Workshop


May 17, 2014

Topic:
"Using Alternative Investments to Enhance Portfolio Performance"
Presenter:
Bob Pugh, CFA, CFP
President and Founder, Insight Wealth Management, 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 05/13/14 - $53.00 per person
Late registration on-line 05/14/14 until 05/16/14 - $58.00 per person
At the door registration, space permitting - $66.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 12:30 AM
Details:
The goals of this workshop are to introduce participants to the various types of alternative investments, and to illustrate how individual investors can use these assets to improve the risk and return performance of their portfolios. Investors are generally familiar with traditional asset classes such as equity and fixed-income, but are often unaware of other asset classes such as real estate, commodities, private equity, hedge funds, managed futures, and others. These alternative asset classes can be added to core portfolios of equity and fixed-income to augment expected returns and/or reduce volatility. Moreover, new products such as alternative asset class exchange traded funds (ETFs) have put alternatives within reach of most investors.
Attend this meeting to learn:
  • What the different types of alternative investments are (and are not).
  • How alternative asset classes differ from traditional asset classes.
  • How adding alternative asset classes impacts the expected risk and return of a portfolio.
Reasons to attend:
  • Learn how to add an alternative asset strategy to your portfolio.
  • Find out about low-cost alternative asset products available to individual investors.
  • Be able to measure and benchmark the performance of your new investment strategy that includes alternative asset classes.

Bob Pugh is the President and Founder of Insight Wealth Management, Inc., an independent Registered Investment Adviser in Gainesville, VA, providing fee-only investment management and comprehensive financial planning services. He is a NAPFA-Registered Financial Advisor, and a member of the Financial Planning Association and the National Association for Business Economics.

Bob has served as both President of the CFA Society of Washington, DC, and Eastern Region Presidents Council Representative with the CFA Institute. He has over twenty-five years of experience as an economist, financial educator and analyst, portfolio manager and financial planner. Bob earned graduate degrees in global political economy from The Johns Hopkins University, School of Advanced International Studies, and in financial economics from the University of North Carolina at Greensboro.

Get reservation form for May 17, 2014 Meeting



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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