AAII Baltimore Investment Education Chapter
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
(driving directions: www.aacpl.net/branch_info/bpk.htm )
PRESENTATION TOPIC-- The Path to a Successful Financial Life
Most of the presentation is devoted to investment positioning, as it is key to achieving a successful financial life. As such, we will discuss the importance of maintaining the right temperament and how one might have to rethink assumptions about the stock market. We will also explain how value investing works, and how it can provide a framework for decision making.
ATTEND THIS MEETING TO LEARN:
1. Why you need to rethink traditional financial planning
2. Some powerful, yet simple, truths about investing
3. How to embrace predictive behaviors and factors
SPEAKERS / SPEAKERS'
Principal, Barrack Yard Advisors, LLC (Washington, DC)
Martin "Marty" Leclerc is an Investment Advisor Representative & Principal of Barrack Yard Advisors, LLC in Washington, DC. He has nearly 40 years of experience in the financial services?industry. Barrack Yard Advisors is a privately held independent wealth management firm providing oversight and guidance as well as money management services to individuals of means.
Marty also has a track record of success as a
business builder and leader in a global setting. He worked as a managing
director at Deutsche Bank and was with Morgan Stanley & Co. and
Prudential International in London.
Currently a Forbes.com contributor and widely quoted in national publications including BARRON’S, the Wall Street Journal, and Bloomberg, Marty has appeared on CNBC, Fox Business Network and the Nightly Business Report.
$5 per person and per guest with pre-registration before February 27
$7 per person and per guest with pre-registration after February 27
$10 per person at-the-door if you are not pre-registered
Copyright 2019 Michael B. Herr. All rights reserved.
This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.