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AAII Atlanta January Meetup "Positioning Your Portfolio to Generate Sustainable"

6:30 pm – Registration
7:00 pm – Keynote Speaker –
Mitch Reiner
7:45 pm - Q & A Time








For his presentation, Mitch will be talking about CIA’s approach to income investing and how you can begin thinking about how to get more CASH FLOW out of your investments.  There a number of asset categories to consider and it is about understanding each category (REITs, closed end funds, MLPs, bonds, etc.) and how it moves in relation to another category and the effect that the market has on their distributions.  The goal of an income portfolio is to generate a SUSTAINABLE income despite market volatility.  Mitch will discuss CIA’s basic “Bucket Approach” of allocating your assets and then diversifying appropriately within each bucket will be the focus of the conversation.  Further, Mitch will outline some of the asset classes that make-up the income bucket and the characteristics that are crucial to examine in order to identify an opportunity within each category. 



$10 in advance (register on this site using Paypal (plus a $0.60 convenience fee) or via check payable to "AAII" sent to the address below) or $15 at-the-door. YOU MUST RSVP AND SUBMIT PAYMENT to qualify for the advanced rate of $10 (RSVP alone does not qualify for the $10 advanced rate).

Send advanced registration checks ($10 per attendee, payable to "AAII") to:

AAII Atlanta Chapter
C/O Tara Rice, LMG Corp
2941 Piedmont Road, Suite C
Atlanta GA, 30305

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  • Norman B.

    The speaker, handouts, and presentation were right on. Lots of time for questions was great.

    January 13, 2012

  • Phil S.

    Good topic, good speaker! Sustainable income is "job-one" in todays low interest rate environment. Speaker Mitch Reiner discussed at least three insights that I was able to empliment in the next couple of days.

    January 12, 2012

  • A former member
    A former member

    Mitch Reiner was an excellent presenter with incredible knowledge of income investing. I have listened to their WSB program on income investing but this presentation really made it clear. Shows the limits of radio for something like this that seems simple but is actually more complex. I would suggest using the "Pure Black and White" mode for printing slides as a handout.

    January 11, 2012

  • Albert I.

    Excellent presenter. Enjoyed and learned something.

    January 11, 2012

  • Nancy S.

    Very practical, but not too basic for us. Would like to see similar meetups, such as researching MLPs, REITs, etc.

    January 11, 2012

  • Harry T.

    Mr. Reiner presented a very high quality educational presentation with beneficial information.

    January 11, 2012

  • Gary S.

    Good presentation. Simple methodology.

    January 11, 2012

  • A former member
    A former member

    Mitch Reiner covered the topic very well. Sustainable income is a relatively safe method of generating wealth over the long run.

    January 11, 2012

  • Bruce S.

    Very interesting and informative. Looking forward to other topics

    January 11, 2012

  • Henry A.

    Excellent speaker and subject matter. Way too much time spent on housekeeping, administrative matters (we've heard it all before and it's printed on the handout.) Just point to the handout and move on to the program.

    January 11, 2012

  • Charles D.

    I learned a lot about income investing.

    January 11, 2012

  • John H. M.

    OK meeting. Knowledgeable presenter. Topic not of interest to me. Let's visit soon. Best wishes, John

    January 11, 2012

  • Tom S.

    Missed mtg due to a 10 hr day.

    January 11, 2012

Your organizer's refund policy for AAII Atlanta January Meetup "Positioning Your Portfolio to Generate Sustainable"

Refunds are not offered for this Meetup.

Our Sponsors

  • Charles Schwab

    Our meeting space and refreshments are provided by Charles Schwab.

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