AAII presentations
The American Association of Individual Investors (AAII) has invited Dr. Gary J. Harloff to speak at the following events. If you are interested in a list of topics that will be covered, please email us at harloff@covad.net . The talk is titled "Active Investing Wealth Management for High Net Worth Individuals" and is based on Dr. Harloff's new book.January 13, 2009 7-9 pm
The Maryland Heights Center
2344 McKelvey Rd.
Maryland Heights, MO 63043
St. Louis AAII chapter
contact: John Siener program chair 314-487-5251, or
jjsien@swbell.net
AAII Louisville Chapter details
May 28, 2008 6-9 pm
The Corner Cafe
9307 New Lagrange Rd.
Louisville, KY 40242
502-426-8119
For registration please contact Bill Kugler at bbkugler@bellsouth.net.
"ACTIVE INVESTING WEALTH MANAGEMENT FOR HIGH NET WORTH INDIVIDUALS"
Discussed by Dr. Gary J. Harloff, Ph.D.
Founder, Harloff Capital Management
Dr. Harloff will present concepts from his new book on the investing portion of wealth management. The emphasis will be on
educating the investor to understand investment basics to evaluate their advisor's investment expertise as well as strengths and
limitations of the investment industry. Today there are many high net worth individual investors with $1 million investable, and the
rest want to be. Topics to be discussed include active allocation strategies, modern portfolio theory basics and risk management.
Also, investment foundational literature will be reviewed.
Attend This Meeting and Learn...
- How to evaluate your wealth manager's investment expertise
- Do I keep my wealth manager because of his/her investment skill or because of his/her personal attention to my family?
- How to evaluate proposals from several wealth managers by being better educated
Date:
Wednesday
May 28, 2008
Time:
Registration/Social, 6:00 p.m.
Dinner, 6:15 p.m.
Program, 7:30 p.m.
Location:
The Corner Cafe
9307 New LaGrange Rd.
Louisville, KY 40242
(502) 426-8119
maps.yahoo.com
Chapter Contact
Kathleen Stringfield, 502-722-9596
kss2611@hughes.net