Wednesday, March 10, 2010

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                             AAII Denver Chapter 

SLIDE PRESENTATION FROM FEB. 25, 2010 MEETING (takes about 30 seconds to load)

DENVER CHAPTER INFORMATION
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NEXT CHAPTER EVENT

 

THE AAII DENVER CHAPTER PRESENTS

"Nest-Egg Survival: Investing and Spending in Retirement"

Monday, March 22, 2010

by Maria Crawford Scott, past editor, AAII Journal

Our March speaker is well known to AAII members as editor of the AAII Journal, which she led for over a quarter century. Her two talks at the recent AAII national conference in Orlando were attended by hundreds and packed with useful insights. Her Denver talk will focus on asset allocation strategies, rebalancing, and asset-drawdown patterns for preservation of comfortable lifestyles after retiring. She will also detail various approaches to deciding on safe withdrawal rates to accomodate inflation in living costs. Anyone who is retired or is in the planning stage for that part of life will benefit from this program. We urge you to invite a friend or family member to hear Ms. Scott and appreciate the benefits AAII offers. This will be a retirement-oriented talk without any products for sale -- a pleasant difference from most.
Maria Crawford Scott was editor of the AAII Journal for 26 years. She also wrote numerous articles that appeared in the AAII Journal, and is the author of several short AAII books including "Investing Basics and Beyond," "Portfolio Building," and "Stock Investing Strategies." She is currently writing a book on retirement spending and asset allocation during retirement.
 
Learn:
 * Proper asset allocation depending on age and risk tolerance
 * When and how often to rebalance
 * What withdrawal rates/formulas will allow lifetime financial security
 * Answers to your individual questions

Click here for registration form



Abel Mojica, Head of Corporate Development for Tortoise Capital Advisors speaking on Master Limited Partnerships (MLPs) at the January chapter meeting.

 

About AAII and the Denver Chapter

Welcome! Founded in 1978, the American Association of Individuals Investors (AAII) is a not-for-profit organization that arms individual investors with the education and tools they need to build wealth. From stock investing to financial planning and retirement saving, AAII seeks to educate you on all your needs --without any product-sales bias or pressure. More....

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