From 401k at 401kmaximizer.com Tue Mar 8 08:05:28 2005 From: 401k at 401kmaximizer.com (401k@401kmaximizer.com) Date: Mon Mar 10 23:11:18 2008 Subject: Please mark your Calendar for March 15: AAII SE Florida Chapter Meeting Message-ID: <20050308130524.UZVH5402.mta11.adelphia.net@garyxp> To: Friends and Investing Colleagues Please mark your calendar for the next big meeting of the American Assoc. of Individual Investors Chapter in SE Florida. The meeting will be March 15, please see important details on the speaker below: Press Release --- AAII Meeting on February 15th CHAPTER NAME: Southeast Florida Chapter of the AAII (American Association of Individual Investors) CHAPTER CONTACT Joe Marciano email: MARCIANOJJ@aol.com 561-278-0315 SECTION 1--ESSENTIAL INFORMATION SPEAKER NAME/TITLE/COMPANY: Jay Shein, CFP, CIMA, CIS is the Chief Executive Officer of the Compass Financial Group, Inc. In Lighthouse Point, Florida DATE: Tuesday, March 15th PRESENTATION TITLE: Investment Myths and Strategies A discussion of Investment Probabilities, Behavioral Finance, Tax Aware investing, Exchange Traded Funds, Fundamental & Technical Analysis PRESENTATION DESCRIPTION There has always been controversy surrounding fundamental analysis, technical analysis, behavioral finance, market timing, the appropriate measures of risk, tactical asset allocation versus strategic asset allocation, and passive investing versus active investing. This presentation will discuss advantages and disadvantages of these various approaches to investment portfolio management. ATTEND THIS MEETING TO LEARN: 1. What investment strategies work. 2. How to make the right investment decisions. 3. Why Investors Fail REASONS TO ATTEND: 1. To make better investment decisions. 2. Understand Why Investors Fail 3. Examples of Investment Strategies That Have Merit SPEAKER'S BIOGRAPHY (maximum 3-4 sentences): Jay L. Shein is a Certified Financial PlannerT professional, a Certified Investment Management Analyst (CIMA), a Certified Investment Strategist (CIS), and the CEO of the Compass Financial Group, Inc. in Lighthouse Point, Florida. Mr. Shein is the president of the Broward County Financial Planning Association. He is an instructor for the Investment Management Consultants Association (IMCA) CIMA program held at the campus of the Wharton School of the University of Pennsylvania. His papers and research have been published in professional journals and publications such as The Journal of Investment Consulting & Financial Planning Magazine. He has a published volume titled, Asset Allocation and Portfolio Structure which was published as part of the CCH Solution Series by CCH, Inc., a leading publisher of tax, legal and financial publications since 1913. Jay received the CIMA designation after completing advanced investment studies at the Wharton School of the University of Pennsylvania. He completed his studies for the CIS designation at New York University (NYU) Leonard N. Stern School of Business. Mr. Shein serves on the Florida Atlantic University MBA Degree Program with Financial Planning Track Advisory Board. He is a member of The Journal of Investment Consulting editorial advisory board. He is Chairman of the IMCA Certified Investment Management Analyst Certification Committee and is currently a member of the Board of Examiners for the Certified Financial Planner Board of Standards. SECTION 2--MEETING DETAILS-ESSENTIAL PBC South County Civic Center 16700 Jog Road Delray Beach, FL 33446 561-495-9813 Driving Directions: >From Hwy 95 Take Linton Exit, drive West to Jog Take a left on Jog It will be on your left - a big white building http://maps.yahoo.com/ Registration/Social/Refreshments, 6:30 p.m. Program, 7:30 p.m. Q&A, 9:00 p.m. In Advance (by 10/12) AAII Members and Family, $10/person; Nonmembers, $12/person At the Door space permitting Everyone, $15/person No Refunds REGISTRATION FORM Mail completed advance registration form with your check (payable to AAII) to: AAII Southeast Florida Chapter c/o David Greenberg 7260 Demedici Circle Delray Beach, FL 33446 AAII SOUTHEAST FLORIDA CHAPTER MEETING -- # Registrants/Total Fees #_______Registrations $_______Total Fees Registrant Name _______________________________ Day Phone:_______________ Eve. Phone:_______________ E-mail address:_______________________________ U.S. Mail address:________________________________________________________ ( )AAII Member #________________ ( )Nonmember ( )This is my first meeting Guests' Names:___________________________________________________ Gary H. Elsner Gary H. Elsner, Ph.D.,CEO Analytic Financial Solutions, Inc. 401k Maximizer, LLC Email: GElsner@401kMaximizer.com Web: http://www.401kmaximizer.com/ Web: http://www.analyticfinancialsolutions.com/ Voice: 1-561-637-3820 425 Sherwood Forest Drive Delray Beach, FL 33445 -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.401kmaximizer.com/pipermail/401k/attachments/20050308/09f72abc/attachment.html From 401k at 401kmaximizer.com Wed Mar 23 22:39:37 2005 From: 401k at 401kmaximizer.com (401k@401kmaximizer.com) Date: Mon Mar 10 23:11:18 2008 Subject: Super Saver -- New Free Fund Recommendations for 3/23/05 Message-ID: <20050324033933.XVRF5402.mta11.adelphia.net@garyxp> Dear American Airlines Colleague, If you're not taking advantage of the free 401k Maximizer service you should be! This service shows you which funds to buy each month in your $uper $aver 401K in order to maximize your returns. Click below to register. You will receive a password by email. And you will then be able to enter the web site to see the new recommendations. Scott R. Gibson Scott R. Gibson, COO, RIA This free service is provided by 401k Maximixer, LLC http://www.401kmaximizer.com/ 425 Sherwood Forest Drive Delray Beach, FL 33445 Boca Raton, FL 33445 If for any reason you prefer to not receive this free information, send a reply message with the subject line: unsubscribe. Gary H. Elsner Gary H. Elsner, Ph.D.,CEO Analytic Financial Solutions, Inc. 401k Maximizer, Inc. Email: GElsner@401kMaximizer.com Web: http://www.401kmaximizer.com/ Web: http://www.analyticfinancialsolutions.com/ Voice: 1-561-637-3820 425 Sherwood Forest Drive Delray Beach, FL 33445 -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.401kmaximizer.com/pipermail/401k/attachments/20050323/8f6c4faf/attachment.html