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Meeting Dates and Topics Please RSVP for the Saturday, February 11th meeting:
DATE: Brooklyn Park Library Branch 1 East 11th Avenue Baltimore, MD 21225 PRESENTATION TOPIC-- 'Financial Planning Strategies, presented by Joseph Dankowski, CFP®'
PRESENTATION OVERVIEW: This session will cover a variety of financial planning topics requested by AAII members. The strategies discussed will be focused on ways to improve your current investment plan, create guaranteed income, tax efficiency, risk management, and overall wealth management. SPEAKER
NAME/TITLE/COMPANY:
Charge/Fee:
CASH AT-THE-DOOR PAYMENT FOR ALL ATTENDEES. Previous Meetings
DATE: October 8, 2011 , 9:45 A.M. Registration, 10 A.M. Main Presentation Brooklyn Park Library Branch 1 East 11th Avenue Baltimore, MD 21225 PRESENTATION TOPIC-- 'Habitat for Insanity-Opportunistic Investing When Safe Havens Are No Longer Safe'
PRESENTATION OVERVIEW: RAfter three years of sloshing through the financial
system, the toxic sludge from the 2008 Meltdown has finally been magically
transformed into “sovereign” debt. This has created a financial crisis for both
the U.S. and Europe. Meanwhile on Main Street, we’re all waiting to be handed
the short end of the stick in the form of higher taxes. Yet despite all of these
ominous shadows, somehow the U.S. interest rates remain at all time lows. And,
the stock market continues to gyrate despite many large U.S. companies cranking
out huge profits. Understanding this enigma points to where investment
opportunity might be hiding! SPEAKERS / SPEAKERS'
BIOGRAPHY: Barry Strudwick is president of Strudwick Wealth
Strategies, an investment counseling and portfolio management firm serving an
international client base. Barry also heads the firm’s investment committee and
serves as the lead portfolio manager on investment portfolios for over 250
clients. In addition, he is an experienced real estate investor having served as
both a general partner and investor in resort properties in the United States,
Costa Rica, Nicaragua and Belize.
DATE: September 10, 2011 ,
9:45 A.M. Registration, 10 A.M.
Main Presentation
PRESENTATION TOPIC-- 'Investing in REITs for Dividends and Diversification'
PRESENTATION OVERVIEW: REITs have been available to include in investment
portfolios for more than 50 years yet it has only been in the past decade that
they have become popular investment vehicles. Learn about the types of REITs,
what to look for in them and how investing in publicly traded real estate
securities can provide significant diversification benefits in a balanced
portfolio. SPEAKERS / SPEAKERS'
BIOGRAPHY: Robert Valero is Executive Director, Center for Real
Estate and Urban Analysis at George Washington University School of Business and
is responsible for promoting the Center to alumni, the media and the greater
real estate community in D.C. and nationally; developing programs to showcase
the research being conducted by faculty; enhancing curriculum and working to
assist students in networking and finding internships and employment
opportunities.
DATE: August 13, 2011 ,
9:45 A.M. Registration, 10 A.M.
Main Presentation
PRESENTATION TOPIC--
PRESENTATION OVERVIEW: Powered by insatiable demand from emerging markets,
global oil consumption hit a new quarterly record in the third quarter of 2010
and will reach new annual heights in 2011. In this session we’ll take a closer
look at the outlook for three key energy commodities—oil, coal and natural
gas—as well as the companies best poised to profit from rising demand and
ongoing supply constraints. We’ll also examine master limited partnerships
(MLPs), a fast-expanding universe of tax-advantaged, high yield securities that
are building the crucial infrastructure needed to accommodate fast-growing
production from America’s oil and gas shale fields. SPEAKERS / SPEAKERS'
BIOGRAPHY: Elliott Gue brings an international perspective to Investing Daily,
analyzing the complexities of global energy markets and related
industries for Personal Finance as well as more specialized
publications. From traditional fuels like coal and crude oil, to the
latest alternative energy sources, his semimonthly newsletter, The
Energy Strategist, unearths the most profitable opportunities in this
booming sector and outlines the interrelated economic and geopolitical
forces that drive these markets. In addition to Mr. Elliott's work on
energy markets, he is co-editor of MLP Profits, an online newsletter
that takes the guesswork out of identifying high-growth, high-yield
partnerships through studied advice and sound market intelligence. With
Stocks on the Run, Mr. Elliott teams up with fellow KCI editor, Yiannis
Mostrous, seeking out opportunities for triple-digit profits in three to
nine months. He has co-authored two books: The Silk Road to Riches: How
You Can Profit by Investing in Asia's Newfound Prosperity and the
recently released The Rise of the State: Profitable Investing and
Geopolitics in the 21st Century. Before joining KCI, Mr. Elliott lived
and worked in Europe for five years, earning a Bachelor's degree in
economics and management and a Master's degree in finance at the
University of London.
DATE: July 9, 2011 , 9:45 A.M. Registration, 10 A.M.
Main Presentation
PRESENTATION TOPIC--
PRESENTATION OVERVIEW: Justin Taillon looks at strategies for collecting social
security including age to start collecting, coordination with your spouse’s
benefits, and assessment of the numerous considerations related to collecting
social security. SPEAKERS / SPEAKERS'
BIOGRAPHY:
DATE: June 11, 2011 , 9:45 A.M. Registration, 10 A.M.
Main Presentation
PRESENTATION TOPIC--
PRESENTATION OVERVIEW:
ATTEND THIS MEETING TO LEARN:
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Tim Reazor is the Director of IBD Meetup, the educational
program that brings CAN SLIM investors together each month to meet, learn, and
profit. He also leads the IBD speaker outreach program, which sends IBD speakers
nationwide, providing introductory investing workshops and seminars to
individual and professional investors. These seminars guide investors in
researching and spotting emerging growth stocks that meet the Investor’s
Business Daily’s CAN SLIM criteria.
DATE: May 14, 2011 ,
9:45 A.M. Registration, 10 A.M.
Main Presentation
PRESENTATION TOPIC--
PRESENTATION OVERVIEW: ATTEND THIS MEETING TO LEARN:
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Russell Price has
over 15 years experience as an analyst in the investment industry.
He was the Senior Economist for H&R Block Financial Advisors for 7 years
before HRBFA was acquired by
Ameriprise in 2009. His views on the
economy and economic forecasts are widely published in the media.
Over the last 4 year period, he ranked as the third most accurate
forecaster of U.S. GDP according to Bloomberg Financial.
He is a contributing forecaster to consensus economic surveys for Thomson
Reuters, MarketWatch and Briefing.com.
DATE: April 9, 2011 , 9:45 A.M. Registration, 10 A.M.
Main Presentation
PRESENTATION TOPIC-- 'Long Term Care Your Investment Protector '
PRESENTATION OVERVIEW: We will briefly discuss what long term care is, and then cover the importance of long term care planning and when LTC insurance is appropriate, when insuring the risk makes sense, types of plans available and discuss types of plans that offer a solution to the LTC risk and allow plenty of time for questions. ATTEND THIS MEETING TO LEARN: 1. The difference between long term care planning and long term care insurance. 2. When and why it is appropriate to insure the risk and how this fits into your investment strategy. 3. Available options/solutions and Designing the plan 4. Advance planning. When is the ideal time to implement a plan? 5. Dispelling myths of long term care planning and self insuring the risk 6. Uncovering options SPEAKERS / SPEAKERS' BIOGRAPHY:
Drudy Andrews Drudy’s insurance career began 30 years ago. She spent 22
years of her career with a Brokerage General Agency in Richmond, VA before
joining Belman Klein Associates Ltd. The last 13 years she has focused on long
term care planning as a Long-Term Care Brokerage Manager and Product Specialist.
Sam’s insurance career began 30 years ago. During that time he
worked as an independent life and health insurance agent that started his own
insurance agency as well as integrating a life and health agency with other
property and casualty agencies. He worked and assisted in the development and
operation of a start up insurance agency at the former Provident Bank for nine
years. The last two years he has designed life and health insurance solutions
for the individual and business clients of Rossmann-Hurt-Hoffman, an Ellicott
City, MD insurance agency that has been in business since 1871.
DATE: Brooklyn Park Library Branch 1 East 11th Avenue Baltimore, MD 21225 PRESENTATION TOPIC-- 'Retirement Planning Strategies and Making Your Money Last '
PRESENTATION OVERVIEW: This presentation will focus on retirement planning strategies. How you invest will affect whether your money will last throughout retirement. Methods that maximize your savings will be covered. ATTEND THIS MEETING TO LEARN: 1. Investment strategies for the retirement years 2. How to recreate your paycheck in the retirement years 3. How you can carve out a strategy SPEAKER
BIOGRAPHY:
DATE: Brooklyn Park Library Branch 1 East 11th Avenue Baltimore, MD 21225 PRESENTATION TOPIC-- 'Alternative Investment Strategies for Smaller Investors / Seeking yield during a low interest rate environment 'PRESENTATION OVERVIEW: There are two objectives of this discussion: 1) Introduce, explain, and compare some newer investment
products which use established strategies for mitigating risk and hedging your
portfolio that were previously only available to high net worth or accredited
investors. ATTEND THIS MEETING TO LEARN: 1. Newer hedging vehicles which are available to you 2. Where to look for better yields 3. How you can implement these strategies in your portfolio REASONS TO ATTEND: 1. Addressing volatility concerns / mitigating risk 2. Interested in more sophisticated investments and/or broader diversification of your portfolio 3. Increased income generation from your portfolio SPEAKER
BIOGRAPHY:
Stephen Ross is a Financial Advisor
with Merrill Lynch. He has eleven years of industry experience and holds a
business degree from The Pennsylvania State University. |
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Copyright © 2012 Michael B. Herr. All rights reserved. This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors. |
