Upcoming Chapter Meeting: AAII Orange County
Date: Saturday, June 23, 2012
Topic: Municipal Bonds … A Foundation of Quality
Speaker: Alan Willenbrock, CFA, Vice President, Portfolio Manager and Financial Advisor, Morgan Stanley Smith Barney
Alan Willenbrock will describe the features and benefits of municipal securities. He will use case studies to illustrate these features and talk about where things went wrong. He will describe lessons learned that you can use to protect yourself and briefly mention how to out-fox your broker. This will be followed by what investors should do now and where to find critical information you need.