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AAII DC Metro - 7/28/2018 - Overcoming 6 Critical Threats To Your Retirement Security


Saturday, July 28, 2018 from 9:00 AM to 12:20 PM (EDT)

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Ticket Type Sales End Price Fee Quantity
Advance Registration Jul 24, 2018 $35.00 $0.00

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Event Details



Bob Carlson

Editor, Retirement Watch



Overcoming 6 Critical Threats to Your Retirement Security



Everyone has hurdles to overcome for establishing lifetime income security for a successful retirement.  The program highlights new threats and some established ones that unfortunately many people overlook.  You'll learn how to deal with changes in Social Security and Medicare, employer benefits, income taxes, managing your IRA, longevity, long-term care, and more.  Making the most of your IRAs, home equity, and other important retirement assets are additional key points of discussion.  Bob Carlson's 30+ years of tax and retirement planning experience sets the stage for a highly informative program!

*An extra 50 minutes has been added since this is a popular program*



  • Identify the key threats to lifetime income security that many people overlook
  • How to minimize these threats to ensure your financial independence
  • Identify the "Wild Cards" of retirement and how you can successfully deal with them!



Bob Carlson is editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a free weekly e-letter, Retirement Watch Weekly.  He provides independent, objective research covering all the financial issues of retirement / retirement planning.  He Chairs the Board of Trustees of the Fairfax County Employees' Retirement System, overseeing $3 billion in assets; he's served on the board since 1992.

He's been featured in The Wall Street Journal, Reader's Digest, Barron's, AARP Bulletin, Money, Worth, Kiplinger's Personal Finance, the Washington Post and on national TV / radio programs.  His books include Think Like a Fox...Not Like a Hedgehog (Wiley, 2007); The New Rules of Retirement (Wiley, 2nd Ed. 2016); Personal Finance for Seniors for Dummies (Wiley, 2010).

An attorney, Bob Carlson received his J.D. and M.S. (Accounting) from the University of Virginia, and a B.S. (Financial Management) from Clemson University.



 For more information about our Chapter, go to  

Have questions about AAII DC Metro - 7/28/2018 - Overcoming 6 Critical Threats To Your Retirement Security? Contact AAII DC Metro

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When & Where

Richard J. Ernst Community Cultural Center - Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, VA 22003

Saturday, July 28, 2018 from 9:00 AM to 12:20 PM (EDT)

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Provides investment education on stocks, mutual funds, and other types of investments.  Hear from leading national experts.  This chapter is a member of the American Association of Individual Investors,, the largest individual investor education association.

For more information about our chapter go to or contact general information at 301-593-4542.

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