The American Association of Individual Investors - AAII - provides investment education in investing basics, financial planning, and structuring investment portfolios of mutual funds and/or individual stocks. A not-for-profit organization, AAII arms individual investors with the understanding and tools needed to manage their finances more effectively and profitably.
Timothy J. Kohn
Managing Director, Windhaven Investment Management, Inc.
While interest rates have been declining for over 30 years, recently increased volatility suggests this environment may be coming to an end. Join Tim Kohn for a discussion about global opportunities and risks in a volatile-interest context and his firm’s economic outlook.
Attend this meeting and learn:
About Timothy J. Kohn
Tim Kohn, Managing Director at Windhaven Investment Management, has over 14 years' experience in the financial services industry. Before joining Windhaven, he served at its parent company, Charles Schwab, as a Private Client Consultant, Portfolio Consultant, and most recently, manager of a Schwab Private Client team in the Midwest region, managing over $1.1B in assets. Previously, he was a financial planner with American Express Financial Advisors (now Ameriprise), and played professional football for the Oakland Raiders and Denver Broncos. Tim graduated from Iowa State University with dual degrees in Political Science and International Studies and earned an MBA in Finance from the Daniels College of Business (University of Denver) in 2007. He is a Certified Financial Planner and a Level III candidate in the Chartered Financial Analyst (CFA) program.
Reasons to attend:
REGISTRATION/SOCIAL: 7:00 to 7:30 PM
COST: $10.00 by Saturday, 10 Mar 2014 or $14.00 at the door, space permitting. (Sorry, no refunds)
LOCATION: Comfort Inn Conference Center
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Access archived SIG presentations
The Chapter Picnic is planned for Saturday, August 16, 2014 at Settlers Cabin Park.
There are no investing seminars scheduled at this time.