FINANTIAL ROUNDTABLE SEMINAR: Planning and Rebalancing your Retirement Portfolio
Important: Please Note the New Location!
Former Wall Street CEO, eductor and investing guru, Harvey Baraban, will present his popular seminar for AAII members. At his last appearrance here, Baraban provided wise and accurate investment advice. Baraban will share his inside secrets for successful investing and where the best opportunities for profit in the markets are now. With insight from over 40 years in the investment industry, he will show how being an informed investor can lead to better overall performance. With timely, market sensitive information, Baraban will review current world events and the opportunities you have in forming your own retirement portfolio. The program will provide anyone who owns stocks, mutual funds, ETF's or bond with insight into market behavior and what to do now and in the coming months.
Attend This Meeting to Learn:
How might current event affect your retirement portfolio
What do investors need to look for in the coming months ?
Gain insight into market behavior and how to respond
Reasons to Attend This Meeting:
- Hear Harvey's essential rules of investing
- Learn asset allocation strategies using stocks, bonds, mutual funds and ETFs in your retirement portfolio
- Discover trading techniques that work
Speaker: Harvey Baraban
Harvey Baraban is the founder and CEO of Baraban Securities, at one time the largest independent brokerage firm in California with more than 1,500 brokers. As an educator, he has trained over 30,000 people for certification as stockbrokers, and until recently he was an adjunct professor of business and finance at Golden Gate University. Harvey remains active in the industry as an arbitrator for FINRA (formerly NASD), conducts his popular, informative and entertaining public seminars on personal investment strategies, and first and foremost is passionate about the stock market.
When & Where
AAII Silicon Valley Chapter
The AAII Silicon Valley Chapter is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
AAII local chapters are grassroots organizations led by volunteer AAII members, and allow AAII to extend its mission "person to person" to individual investors in their own communities by offering meetings that provide unbiased investment education in a social context.