Welcome to the Puget Sound Chapter of the
American Association of Individual Investors
We are a grassroots, nonprofit organization with a mission to provide honest, unbiased investment information to individual investors in the Puget Sound area.
We are managed by a board of directors that is entirely made up of volunteers. We sponsor an educational seminar in every odd-numbered month. Members, their guests and non-members attend our seminars.
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Our next seminar:
Understanding Pure Income Investing
Bruce Miller, CFP
March 14, 2020 from 9:45 am to 12:45 pm
Bruce will review and compare his approach to income investing with other conventional income investing methods. Asset allocation with periodic rebalancing and annual safe withdrawals is a common method for generating long-term income. Another method is to allocate all or part of the household retirement savings to dividend-paying stocks; the dividends provide the necessary income. Bruce will review the latter approach in greater detail as the basis of the pure income investing strategy.
The presentation will cover several topics including assessing income needs, identifying income-generating securities, managing income risk, analyzing cash flow, and maintaining accounts.
ABOUT THE PRESENTER
After retiring from the Air Force in 1997, Bruce attended a Certified Financial Planner course and subsequently passed the National Board Certification Exam and became a CFP Practitioner in 1998. He worked in a fee-for-service financial planning firm for several years and, from 2005 to 2013, taught in the University of Portland’s CFP program. Bruce retired from financial planning in 2015 and published his book “Retirement Investing for Income Only.” Bruce continues to discuss income investing as well as other topics in financial planning through presentations, on-line discussion forums, and individually.
Attend this seminar to learn:
- What is pure income investing, and how can it be used to generate long term reliable and growing income?
- How to use quantitative analysis to select dividend-paying stocks?
- Accounting and monitoring the dividends
Meeting Location:Mercer Island Community Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
Please preregister 48 hours before the event to give us an estimated headcount.
If you would rather not pay with a credit card, you can register by mail.
Free parking in event center parking lot.
9:30 a.m. — Registration
9:45 a.m. — Presentation begins
12:45 p.m. — Adjournment
Open to the public. AAII membership is not required to attend.
Each One, Bring One
AAII members who preregister are entitled to bring a guest — at no charge to you or your friend — who has never attended an AAII seminar before. Your guest will not be asked for a contribution of any kind.
When you preregister, you don’t need to know the name of your friend or even whether you’ll invite one at all. But if you do, just have your guest show up and mention your name. It’s that easy!
Please send a contribution of ANY AMOUNT of your choice for each person who will attend. The more you contribute, the better speakers we can bring you. Contact us at least 24 hours prior to the seminar for a full refund.
At the Door:
Space permitting, maximum 200. We accept a contribution of any amount at the door for each person who attends.
The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers, or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.
Special Interest Groups:
AAII Special Interest Groups (SIGs) are small gatherings sponsored by Local Chapters where members meet for general discussion or to explore a specific investment topic of interest to the group.
Chair: Jim Shaw
This discussion group meets in Bellevue or Mercer Island at 7 p.m. on the second Tuesday of each month (except in July and August). To receive a notice prior to each meeting, send a blank email to AAIIEastsideSIG-subscribe@YahooGroups.com