Date: Thursday, May 17, 2012
Topics: The Economic Outlook: Recovery at Last? and Investing for and During Retirement: A Most Important Part of Your Life
Speakers: Dr. Benjamin J. Cohen, Professor of International Political Economy, University of California, Santa Barbara and Timothy F. Bock, Founder and President, Summit Portfolio Management
Benjamin Cohen will provide a global perspective on current economic prospects and what they might mean for the individual investor. Timothy Bock will cover portfolio dsign and risk management strategies, cash flow planning and generation, active versus passive management issues, tax minimization approaches, and the personal inflation rate.