Registration and Coffee: 8:30 AM - Seminars: 9:00 AM to Noon
GOAL-DRIVEN INVESTING +
MAXIMIZING PROFITS Two Super-Talented Presenters!
APPEARING ON CENTER STAGE . . .
Chief Investment Officer, Northern Trust
“THE SUPERIOR RETIREMENT APPROACH: GOAL-DRIVEN INVESTING”
There are two traditional paradigms for asset allocation, strategic and tactical. More recently, a third paradigm has entered the scene, goals-driven investing, which considers the investor’s unique and specific financial goals and assets and incorporates elements of behavioral finance into the asset allocation scheme. Goals-driven investing redefines the measure of success as achieving financial goals and moves away from beating benchmarks, allows the evaluation of different financial trade-offs and builds an asset allocation that is truly unique to every investor. Northern Trust is a recognized pioneer in goals-driven investing, having conducted original research and developing a proprietary process and technology supporting the efficacy of this paradigm approach.
How accomplishing your financial goals, not beating the market, is the real benchmark of success
The advantages of a goals-driven approach to investing, retirement planning and retirement
How personal and financial goals are the superior drivers of asset allocation
Richard Barnett is the chief investment officer for the Western Region of Northern Trust’s Wealth Management unit and member of Northern Trust’s Global Investment Policy Committee. Barnett guides the investment activities of Northern Trust’s portfolio managers across the Western U.S.
Barnett has over 20 years of money management experience with expertise in both quantitative and fundamental investing. Barnett is a Chartered Financial Analyst (CFA), and a Certified Investment Management Analyst (CIMA). He is past president of the CFA Society of Los Angeles, and former chair of the Technology Advisory Committee of the CFA Institute.
Presidential Fellow, Chapman University; Editor in Chief, Forcasts & Strategies
“THE APRIL GAME: HOW TO MINIMIZE TAXES AND MAXIMIZE PROFITS IN 2017”
It’s the Age of Envy! Taxes at the federal, state and local level can take as much as 50% of your hard-earned income and investment portfolio. Robert Wilson, perhaps the most successful investor ever (turning $15,000 into $800 million in 65 years), said he couldn’t have built a fortune without good tax planning. But you have to be smart about it. Don’t let tax planning reduce your chances to make a killing in the market. In this presentation, appropriately on April 15, Mark Skousen shows the best strategies to minimize taxes AND maximize your returns without getting into trouble with the IRS.
Why minimizing your federal, state and local taxes is absolutely vital for long-term financial independence
The best ways to cut your taxes year after year while earnings yield high returns
Tax Tricks and Techniques: How to fight the IRS without getting into trouble; beware of high-risk tax shelters and tax-evasion schemes
Mark Skousen is editor of Forecasts & Strategies, an award-winning newsletter since 1980.
He has taught economics and finance at the Columbia Business School and is currently a presidential fellow at Chapman University.
He was an economic analyst for the CIA, a columnist for Forbes magazine and past president of the Foundation for Economic Education in New York.
He is producer of “FreedomFest,” the world’s largest gathering of free minds every July in Las Vegas. He is author of over 25 books.
Seminar Schedule at the Skirball Center:3rd Saturday of each month, except
no meetings in August or December: Remaining meetings in 2017: April 15, May 20, June 17, July 15, September 16, October 21, November 18.
Skirball Cultural Center,
2701 N. Sepulveda Blvd. Located west of the San Diego
Fwy. (I-405), at the off-ramp to Mulholland Dr. and
Skirball Center Dr.
Registration/Coffee Book Exchange
9:00 a.m. - noon
In Advance (six days prior to meeting) $10 per person,
mail check to AAII Los Angeles Chapter, PO Box
854, Santa Monica, CA 90406-0854 (Your check is your reciept and may take up to four weeks to clear.)
Click Here to
view or download a registration form in .pdf format.
At the door
(space permitting only) $12 per person.
Please note:It is not the
policy of AAII, its local Chapters, officers or
directors to promote any specific investments or
techniques of analysis. The opinions of speakers
are their own and not necessarily those of AAII or the
LA Chapter. Attendees are advised that
presentations are provided solely for informational
purposes and should not be construed as an offer to sell
or the solicitation of an offer to buy securities.
The opinions and analyses are based on sources believed
to be reliable and presented in good faith. But, no
representation or warranty, expressed or implied,
is made as to their accuracy, completeness, timeliness
or correctness. All investment information
presented should be independently verified. The
investment information that is provided may not be
appropriate for all investors as it is provided without
consideration of attendees' financial sophistication,
financial situation, investing time horizon or risk