LOS ANGELES CHAPTER - AAII CALENDAR

NEXT EVENT AT THE SKIRBALL CENTER

** Saturday, April 15, 2017 **

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 . . .

Richard Barnett

RICHARD BARNETT

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.

LEARN_
  • 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.

 

Topic 2...

 

Mark Skousen

MARK SKOUSEN

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.

LEARN_
  • 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
8:30 a.m.
Program

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.

Location Map

Location Map

CHAPTER INFORMATION

Chapter President: Evan Press

For all questions or comments please email to aaiichapter_losangeles@yahoo.com


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 tolerance.