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Date: Saturday, May 17, 2014 Topic: Strategies for Creating Your Retirement Paycheck Speaker: Christine Benz, Director of Personal Finance, Morningstar Over the last 30 years, the financial landscape facing retirees has changed significantly. One’s former employer paid a lifetime...

Date: Saturday, May 17, 2014 Topic: Using Alternative Investments to Enhance Portfolio Performance Speaker: Bob Pugh, CFA, CFP, President and Founder, Insight Wealth Management Inc. The goals of this workshop are to introduce participants to the various types of alternative investments...

Date: Saturday, May 17, 2014 Topic: How to Own the Bubble and Catch a Rising Star: New Tools Simplify Everything Speaker: Scott Juds, Founder and President, SumGrowth Strategies While market bubbles generally terrify the timid and devastate the daring, Scott Juds will present an...

Date: Saturday, May 17, 2014 Topic: Financial Roundtable Seminar: How to Profit in Today’s Low-Volume, High-Volatility Market Speaker: Harvey Baraban, Former CEO, Baraban Securities Harvey Baraban will present his popular yearly seminar for AAII members, sharing his inside knowledge...

Date: Thursday, May 15, 2014 Topic: Diversification Heresy: Breaking Through the Efficient Frontier Speaker: Scott Juds, President and CEO, SumGrowth Strategies LLC Modern portfolio theory teaches us to “diversify and rebalance,” which inherently produces average performance....

Date: Thursday, May 15, 2014 Topic: Professional Investing Approaches for Retail Investors Speaker: Ray Rondeau, President, AAII Boston Chapter Ray Rondeau is a trader who has developed and applies a combination of techniques based on his personal strengths of evaluating probabilities...

Date: Thursday, May 15, 2014 Topic: Top Ten Mistakes Made in Beneficiary Designations Speakers: Dera L. Johnsen-Tracy & John Horn, Attorneys, Horn & Johnsen SC Our speakers, Dera Johnsen-Tracy and John Horn, will show you how to make sure your beneficiary designations...

Date: Thursday, May 15, 2014 Topic: Five Key Investment Lessons From Top Money Managers Speaker: Scott Kays, President, Kays Financial Advisory Corporation Join us to learn how five top money managers approach investing through sound investment principles that make sense in any...

Date: Wednesday, May 14, 2014 Topic: Auditing Stockbrokers Speaker: Tom Atzberger, Compliance Counsel, Alan K. Mooney’s Money Foundation think tank Auditing in any business is a crucial tool for prevention and education. Tom Atzberger will present a number of tools to aid representatives...

Date: Wednesday, May 14, 2014 Topic: Straight Talk About Safety, Tax Exemption, Liquidity, and Munis Speaker: Jim Lebenthal, Chairman Emeritus, Lebenthal & Co. Jim Lebenthal, the man who spent 49 years making municipal bonds household words, will lead an in-depth presentation...