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Bruce Miller - Understanding Pure Income Investing

AAII Puget Sound Chapter

Saturday, July 18, 2020 from 9:45 AM to 12:45 PM (PDT)

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Jul 18, 2020
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Event Details

Understanding Pure Income Investing


Bruce MillerBruce will review and compare his approach to income investing with other conventional income investing methods. Asset allocation with periodic rebalancing and annual safe withdrawals is a common method for generating long-term income. Another method is to allocate all or part of the household retirement savings to dividend-paying stocks; the dividends provide the necessary income. Bruce will review the latter approach in greater detail as the basis of the pure income investing strategy.

The presentation will cover several topics including assessing income needs, identifying income-generating securities, managing income risk, analyzing cash flow, and maintaining accounts.

 

ABOUT THE PRESENTER

 

After retiring from the Air Force in 1997, Bruce Miller attended a Certified Financial Planner course and subsequently passed the National Board Certification Exam and became a CFP Practitioner in 1998. He worked in a fee-for-service financial planning firm for several years and, from 2005 to 2013, taught in the University of Portland’s CFP program. Bruce retired from financial planning in 2015 and published his book “Retirement Investing for Income Only." Bruce continues to discuss income investing as well as other topics in financial planning through presentations, on-line discussion forums, and individually.



Location:

Mercer Island Community & Event Center
8236 SE 24th St.
Mercer Island, WA 98040

Free parking in event center parking lot.

  9:30 a.m. — Registration
  9:45 a.m. — Presentation begins
12:45 p.m. — Adjournment

Open to the public. AAII membership is not required to attend.

Each One, Bring One

AAII members who preregister are entitled to bring a guest — at no charge to you or your friend — who has never attended an AAII seminar before. Your guest will not be asked for a contribution of any kind.

When you preregister, you don't need to know the name of your friend or even whether you'll invite one at all. But if you do, just have your guest show up and mention your name. It's that easy!

Refunds: Contact us at least 24 hours before the event begins, and you will receive a full refund.


Have questions about Bruce Miller - Understanding Pure Income Investing? Contact AAII Puget Sound Chapter

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When & Where


Mercer Island Community & Event Center
8236 SE 24th St.
Mercer Island, WA 98040

Saturday, July 18, 2020 from 9:45 AM to 12:45 PM (PDT)


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AAII Puget Sound Chapter

AAII local chapters — grassroots organizations led by volunteer members — allow AAII to extend its mission "person to person" to individual investors in their own communities by programming meetings that provide unbiased investment education in a social context.

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