Enrollment closes tonight for our AAII Retirement Workshop

Dear Fellow Investor, 

After our first AAII Retirement Workshop learning group wrapped up in July, we were fortunate to connect with the investors who participated to hear how the content helped them. 

They told us that Craig Israelsen, Ph.D., made complicated portfolio concepts easier to understand. 

That the lessons changed how they thought about structuring their retirement portfolios. 

That they finally found the kind of retirement education they had been looking for. 

One participant even told us, “This is exactly the educational work AAII should be doing.” 

Feedback like that stuck with us. 

So, we’re bringing Israelsen back for one final live learning group this year. And if you’re considering joining us this time around for just $99, we think the best people to tell you what you can expect are the investors who experienced it firsthand: 

“The workshop covers key investing principles that all retirees should be aware of, and the Retirement Portfolio Analyzer (RPA) is an extremely helpful tool that I am already using.” —Anonymous participant

“This was just superb in every aspect.” —Saul B.

“You were able to explain the material in an easy-to-understand manner” —Peter F.

“Craig’s portfolio discussions were truly enlightening and changed my thinking on how to arrange my retirement portfolio. Sessions were exceedingly useful to me, as I very recently (and unexpectedly) retired. This is exactly the educational work AAII should be doing. Thanks for making it available.” —Anonymous participant

“Valuable information. This is exactly what I was looking for as a new retiree.” —David R.

“This was the first dedicated retirement class I took that covered such a wide variety of retirement challenges and topics, so thank you.” —Ralph M.

What You’ll Learn 

Just like the first learning group, we want to make sure our second group walks away with some valuable lessons they can use time and time again while they plan for, transition into and live throughout retirement. Those include: 

• How to identify hidden overlap in your portfolio so you’re not unintentionally owning the same investments multiple times 

• How to tell whether a fund truly provides diversification or simply has a different name 

• Practical skills for using correlation to evaluate investments and build a more diversified portfolio 

• Understanding the trade-offs of market-capitalization-weighted U.S. large-cap funds and the concentration risks they can create 

• Actionable ideas for adding complementary asset classes and fund types that can strengthen portfolio diversification 

What You Get With Your Registration

• Three live sessions with Israelsen, walking you through portfolio redundancy, true diversification and safe withdrawal strategies, step by step
• Downloadable resources and materials you can reference time and time again as you plan and adjust your own retirement portfolio
• Lifetime access to every recording and resource so you can revisit any session, anytime, at your own pace
• Live Q&A with Israelsen, where you’ll get a chance to receive direct, personalized answers about how these concepts apply to your specific situation
• A repeatable framework, not just a one-time lesson, with the tools and thinking you’ll use to evaluate your portfolio for years to come

 Retirement Workshop Details

• Format: 3 live sessions + Q&A, small-group format  

• Dates: Thursdays, September 10 – September 24 

• Time: 2:00 p.m. Central Time  

• Session duration: 1 hour and 15 mins  

• Price: $99 — limited to a select group of investors

Enrollment Ends Tonight 

Today’s your last chance to join us. 

Over the past week, we’ve shared what past participants gained from this workshop, what you’ll learn in your three sessions with Israelsen and everything included in your registration.  

Now it’s your turn to decide. 

We built this workshop because too many investors reach retirement without ever getting a clear, practical framework for managing it, and every conversation we’ve had with past participants confirms that this is exactly the gap it fills. 

Enrollment closes tonight at midnight Central Time. If you missed out on joining us earlier this summer, we hope you get to attend live for our final learning group of the year. 

We can’t wait to get started! Sign up for just $99 and get your pass to join us live on Thursday, September 10.

Best regards, 

The AAII Team

Disclaimer: This workshop is for educational purposes only and does not constitute investment, financial or tax advice. AAII does not recommend any specific securities, funds or investment strategies. Craig Israelsen, Ph.D., is presenting as an educator and researcher, and his comments do not constitute personalized investment advice. Past performance does not guarantee future results.