The American Association of Individual Investors - AAII - provides investment education in investing basics, financial planning, and structuring investment portfolios of mutual funds and/or individual stocks. A not-for-profit organization, AAII arms individual investors with the understanding and tools needed to manage their finances more effectively and profitably.
Reliable lifetime income and stable cash flow are prime goals for most retirees and for those nearing that state. In the current climate of zero interest rates, rising taxes, and other obstacles, achieving financial security poses an especially difficult challenge. Bob Carlson will show how to develop a steady, reliable paycheck for the rest of your life. You’ll learn how to use all the resources available, including Social Security strategies, which annuities (if any) to buy, optimum ways to draw upon your nest egg, techniques for extending the life of IRAs, and more. You’ll discover the tools still available, the traps to avoid, and new strategies that increase financial security.
Robert C. Carlson edits the monthly newsletter and website, Retirement Watch. He also Chairs the Board of Trustees of the Fairfax County Employees' Retirement System, which manages over $3 billion in assets, and he was a member of the Board of Trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-05.
His latest book (with Eric Tyson) is Personal Finance for Seniors for Dummies, published by John Wiley & Co. in 2010. Previous books include Invest Like a Fox…Not Like a Hedgehog (2007) and The New Rules of Retirement (2004).
REGISTRATION/SOCIAL: 6:30 AM to 7:00 PM
PROGRAM: 7:00 PM
Mail check, payable to AAII, in advance to:
2000 Ginoria Court
Export, PA 15632
OR REGISTER ONLINE
Comfort Inn Conference Center
699 Rodi Road, Churchill 15235
No seminars are currently scheduled.
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Access archived SIG presentations
The Chapter Picnic will be held on Saturday, August 13, 2016 at Settlers Cabin Park.
Like all chapters of the national AAII organization, ours is run by members who volunteer their energy, ideas and time. In return, they gain a unique opportunity to rub shoulders with experienced investors/leaders and to contribute in educating both other members and themselves. You need no special qualifications to make a difference here, just a willingness to learn and to collaborate. In particular, we’re currently seeking someone to assist in preparing our meeting announcements. Several members contribute to the process, and the Announcements Coordinator role is straightforward: Transfer information into AAII’s web-based form. Please contact one of our leaders if you’d like to play on our team.
—Roy Taylor, Pittsburgh Chapter President