AAII New England Chapter Event with Charles Rotblut
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Hello Members and Friends of the AAII New England Chapter -
We are announcing our second presentation event of 2023. Please submit your advance reservations to see AAII’s own Charles Rotblut! One presentation (no food service) at one site only (Waltham). You won’t want to miss this chance to see, hear, and meet one of AAII’s top management and thought leaders.
Boston and CT area… Saturday, August 26th, 9:30 AM at the Embassy Suites Hotel Riverbank Ballroom 550 Winter Street Waltham, MA 02453
$20.00 at the door (after 8/24/23) or $12.00 advance registration either by check to AAII NEC Boston Branch, PO Box 581, 175 Danielson Pike, No. Scituate, RI, 02857 or by credit card at https://tinyurl.com/aaiiBOS-CharlesRotblut
9:15 AM Registration and Social
9:45 AM Presentation
11:00 AM Question/Answer
11:15 AM Adjourn
(Sorry, no Connecticut area venue this time.)
Here's to getting together and learning from Charles Rotblut…
In this presentation Charles will provide a multitude of insights from his work and research. He won’t tell us his exact topic yet, because a lot is in flux in the markets and the investing world. But you can be sure it will be very current and actionable. Maybe it will be a taste of the next articles planned for the AAII Journal, or maybe special insights from PRISM, VMQ Stocks, or Stock Superstars. You’ll just have to be there to find out!
Charles Rotblut is a vice president and financial analyst at AAII. He is the creator of the PRISM Wealth-Building Process and editor of the AAII Journal. He created AAII’s VMQ Stocks and co-created AAII Dividend Investing services. Additionally, he helps manage the Stock Superstars Report (SSR) portfolio and authors the weekly AAII Investor Update email.
Charles holds a Bachelor of Science in journalism from the University of Kansas. He regularly speaks to the media, including CNBC and Kiplinger’s. He is also a Wall Street Journal expert panelist. His book, “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio,” was published in November 2010. His experience includes working for Zacks Investment Research, an investment research firm; INVESTools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm.
Charles holds the coveted Chartered Financial Analyst (CFA) designation from the CFA Institute, which was issued January 1999. Additionally, he is an active member of the American Finance Association.
Learn more about and see articles written by Charles Rotblut
