THE EVOLUTION OF REAL INVESTING
Tom Cock and Don McDonald
Saturday, November 19, 2016 from 9:45 AM to 12:45 PM
Tom and Don bring their spirited radio presentation to our live seminar audience. Discover why we may be living in the first generation of "real" investors. See the evolution of investing from its roots in gut-level speculation to its present form. Tom and Don will take you on a journey from the past when investing was almost unheard of to a present in which investing is a more scientific pursuit.
Tom Cock has been a financial journalist for more than 25 years. He was the host of PBS's "Serious Money" show, for which he received a Regional Emmy nomination.
Don McDonald hosted the nationally syndicated program "The Don McDonald Show" from 1988 to 2007. He also wrote and published "The Don McDonald Moneyletter" for 15 years.
Tom and Don co-host the weekly "Talking Real Money" show on KOMO AM and FM. In 2009, they co-founded Vestory LLC, a registered investment adviser, which now manages more than $300 million for clients in 24 states.
Attend this seminar to learn:
- How science-based investing is replacing more-speculative approaches to wealth-building
- Why increased lifespans and pension changes have made investing a necessity for all workers
- How traditional Wall Street investment advice and products are slowly being phased out
PROTECT YOUR MONEY WITH FINRA
Peter Chandler and David Gaba
As a Finra director based in the nation's capital, Peter Chandler has seen the good, the bad, and the sad when it comes to investment experiences. He describes the most important investing dos and don'ts, and shows you how you stack up with your peers on saving, borrowing, and making financial decisions.
Did you know that Finra pays $600 to $725 per day for ordinary citizens to serve as arbitrators? Seattle attorney David Gaba explains how you can supplement your income by serving on arbitration panels requested by your fellow investors. He's also recovered as much as $500,000 through Finra arbitration for individuals who were defrauded by dishonest stockbrokers.
Peter Chandler is director of investor education for Finra - the Financial Industry Regulatory Authority - in Washington, DC. He is responsible for writing many of Finra's Investor Alerts and other publications with a national circulation. He has a BA in English and Philosophy from the University of Wisconsin (Madison) and a Masters in Marketing from The Johns Hopkins University.
David Gaba represents consumers and professionals in complex security matters, including Finra arbitrations. Prior to joining Compass Law Group, he was Assistant Attorney General for the State of Washington and an Administrative Law Judge. He has a JD and MBA from the University of Nebraska and is a member of the National Academy of Arbitrators.
Attend this seminar to learn:
- Why investors who are defrauded by stockbrokers can't go to court but must use arbitration
- How Finra finds citizen arbitrators - no financial industry experience required - and pays them to sit on arbitration panels
- How you can be a paid arbitrator for Finra or use it or to recover money that was mismanaged by a broker
AAII (American Association of Individual Investors)
||Saturday, November 19, 2016
Mercer Island Community and Event Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
[ Map This Location ]
|| 9:30 a.m. — Registration
9:45 a.m. — Presentation begins
12:45 p.m. — Adjournment
In Advance: (postmarked by 11/14 or online by 11/18)
Register via Eventbrite.com
Register via postal mail-in form
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.
At the Door:
Space permitting, maximum 200. We accept a contribution of any amount at the door for each person who attends.
Contact us at least 24 hours prior to the meeting for a full refund.
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