October 17 - 19, 2024|Orlando, Florida
Questions? Call: 1-800-970-4355
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Event Overview

Despite headwinds like a longer time horizon, the current low-yield market environment, and the need to strategically allocate beyond stocks, bonds, and funds, there are only a few distinct, yet very important, retirement decisions that really matter. Those are the ones you need to get right, so you don’t run out of money during your golden years. The nature of risk changes in retirement, as the lifestyles of retirees become more vulnerable to the impacts of market volatility, unknown longevity, and spending shocks. In these sessions, you’ll learn about retirement risks and how to approach building a plan to meet the financial goals of retirement while managing your risks.

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Rick Durfee
Durfee Law Group, PLLC
Randall Eley
The Edgar Lomax Company
Christine Kieffer
FINRA Investor Education Foundation
Michael Lee
Michael Lee Strategy
Kevin Mahn
Hennion and Walsh, Inc.
Kenneth Mahoney
Mahoney Asset Management
Robert Mascio
FINRA Investor Education Foundation
Louis Navellier
Growth Investor, Breakthrough Stocks, & Accelerated Profits
Rick Durfee
Durfee Law Group, PLLC
Randall Eley
The Edgar Lomax Company
Christine Kieffer
FINRA Investor Education Foundation
Michael Lee
Michael Lee Strategy
Kevin Mahn
Hennion and Walsh, Inc.
Kenneth Mahoney
Mahoney Asset Management
Robert Mascio
FINRA Investor Education Foundation
Louis Navellier
Growth Investor, Breakthrough Stocks, & Accelerated Profits
Planning: Empowering Investors in Uncertain Times
Monday, October 30, 2023, 3:35 pm - 4:20 pm
Presented by: Kimberley Threadgill
Focus: MONEY MANAGEMENT
Unravel the mysteries of financial planning and uncover the true value it brings to your financial future. This presentation is your opportunity to delve into the world of wealth-building and protection like never before. Gain profound insights into the dynamic process of financial planning and learn the invaluable strategies for not only amassing wealth but safeguarding it.

Your Investing Education Is Our Mission
Tuesday, October 31, 2023, 9:15 am - 9:45 am
Presented by: Charles Rotblut
Focus: STRATEGIES
Since 1978 the American Association of Individual Investors (AAII) has been striving to assist individuals in becoming effective managers of their own assets through programs of education, information, and research. AAII was founded on the principle that, with sufficient knowledge, time, and interest, individual investors can outperform the market and the so-called market big boysmutual funds, hedge funds, and high-frequency traders. As an independent, non-profit organization, AAII provides members with the information and tools to select and manage investment portfolios to help them achieve their financial goals.