Managing Risk In Your Retirement Plan and Investments with Scott D Seymour
Tuesday, July 16, 2013 from 5:45 PM to 9:00 PM (PDT)
When: Tuesday, July 16, 2013
Where: Sheraton Portland Airport Hotel, 8235 NE Airport Way, Portland, OR
Driving Directions: The Sheraton is directly north of the Embassy Suites (our previous location). If coming from the south on NE 82nd Ave, turn left on Airport Way and then first right onto Frontage Road.
If coming from I-205 on Airport Way (going toward the airport terminal), turn right onto Frontage Road just 50 feet before crossing NE 82nd Ave.
Registration: 5:45 - 6:10 pm
6:10 pm to 9:00 pm - Program and Coffee Breaks at 7 and 8 PM
In Advance (by 7/14/2013) Everyone, $15/person
Pay in advance via on-line registration or by mail.
If you prefer to register and pay via mail, please send your completed registration and payment to:
AAII Portland Chapter
c/o Janice Walters
PO Box 7115
Beaverton, OR 97007
At the Door (space permitting), Everyone, $20/person
DVDs are available. Please contact Janice Walters at firstname.lastname@example.org to place order.
ATTEND THIS MEETING AND LEARN
· 1. Understand the concept of the Retirement Income Tree
· 2. The 4% rule: dead or alive
· 3. Additional investment strategies to complement the 50/50 mix associated with modern portfolio theory
About Scott D. Seymour
Scott is an independent investment professional and founder of Great Scott Financial. He has been serving clients in over 20 states for 15 years. Scott develops investment portfolios and fi nancial plans for individual clients and small business owners. Scott holds a
B.S. in biology and chemistry. He has also completed extensive coursework in financial planning, asset management and insurance, since leaving the science fi eld in 1997. He is affiliated with an independent broker dealer and investment advisory firm.