We rescheduled this meeting from January 14 to January 28 due to weather and road conditions. If you already registered for the January 14 meeting, your registration is still good for January 28 and there's no need to re-register. If you are unable to attend on January 28, please contact us for more info. Thanks!
8:40 AM – Registration
9:00 AM – The Science of Retirement Investing
Tom Cock, Journalist; Co-host KOMO's "Talking Real Money" Show; Co-founder and Managing Director of Vestory
Academic research over the past 50 years has led to a renaissance in retirement investment strategies. No longer is creating wealth a matter of hiring a financial fortune teller and hoping for the best. Today, we know what it takes to create portfolios that combine the right amount of possible risk and potential reward for your personal situation. In this two-hour class, Tom Cock will share the latest peer-reviewed research on creating real retirement portfolios. The days of owning a high-cost conglomeration of random assets are over. There is a better, more scientific, way to build wealth.
Attend this meeting to learn:
How to create income from retirement assets
Which investment "factors" should be used in portfolios
Some of the biggest retirement and investing mistakes people make, and how to avoid them
About Tom Cock:
Tom Cock is a long-time financial journalist, investment manager, college professor and author. Prior to founding Vestory in 2009, Cock was a partner in one of the largest investment advisory firms in the country. He was instrumental in making it one of the fastest growing privately held companies in Washington State. As CEO of Vestory, Cock oversees the advising, compliance and business operations and works with his own clients. Vestory manages about $300 million dollars for clients in 26 states. He is also a regular speaker, and co-host of "Talking Real Money," which airs on KOMO and is a popular podcast. Cock has been a financial journalist for over 25 years, including five years as host of PBS’ Serious Money, where he was nominated for a Regional Emmy.
10:30 AM – Refreshment Break
12:00 PM – End
There will not be a DVD available for this meeting.
SAVE THESE DATES
~ March 11, 2017 ~
~ May 13, 2017 ~
The meeting will begin with a brief chapter meeting. We will be electing a new chapter President and Vice President. Candidates are Kathy Kiwala for President, and Tod Blickenstaff for Vice President. Nominations will be taken from the floor. Nominees must be AAII emmbers.
The board will also report on progress from the chapter survey's priorities.
Please feel free to contact our Board for more information about AAII, volunteering and future Portland Chapter meetings. EMAIL us at firstname.lastname@example.org. We are a great team and would love to have you join us!
When & Where
AAII Portland Chapter
American Association of Individual Investors is an independent, non-profit organization offering resources to anyone who wishes to learn about investing. The Portland Metro chapter holds general meetings six times a year (Jan/Mar/May/Jul/Sep/Nov), usually on the second Saturday. We invite speakers from academia and industry to discuss every aspect of investing.
Meetings are open to all -- register in advance here on Eventbrite for 10-15 dollars or purchase entry at the door for 20.