Investment Education Person-to-person

American Association of Individual Investors

DC Metro Chapter

Washington, DC

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Next Investor Workshop

February 21, 2015

Bob Carlson
Editor of Retirement Watch
"Understanding The Key Retirement Issues that are Avoided and Misunderstood"
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
Telephone: 703­-521-1900
Note: Parking at the hotel is free.
Advance registration by mail, or on-line until 02/17/15 - $53.00
Late registration on-line 02/18/15 until 02/20/15 - $58.00
At the door registration, space permitting - $63.00
Registration/Continental Breakfast - 9:00 a.m.
Program: 9:30 a.m. to 12:30 p.m.

Most people want to avoid running out of money in retirement and to have enough left over for a legacy to loved ones. They need guaranteed lifetime income. They also need to plan for unpredictable expenses, such as long-term care insurance. Solid, unbiased information on these issues is tough to come by, so most people avoid and procrastinate about them. We'll examine them in some detail and present solutions for a range of situations.
Attend this workshop to learn:
  • Solutions to the key threats to retirement security.
  • How to ensure income for life, without being ripped off.
  • How to overcome the crisis in long-term care insurance.
Reasons to attend:
  • Learn how to overcome the retirement medical expense surprise.
  • Beat the threats to lifetime income security.
  • Know how to ensure your financial legacy.

Bob Carlson is the editor of Retirement Watch, a monthly newsletter and web site. He's a long-time repeat speaker at AAII-D.C. meetings. He also serves as Chairman of the Fairfax County Employees' Retirement System Board of Trustees, a $3+ billion pension fund. Bob was trained as an attorney and accountant and is the author of a number of books and reports.

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

Links to
AAII National