Tomorrow, Thursday, June 11, at 1:00 p.m. Central Time, we're hosting the next session of our new AAII Income Investing Seminar, and there's still time to join us.
In this second session, we'll cover how to distinguish a sustainable dividend from one at risk of being cut, and why focusing on dividend growth tends to be a more reliable long-term strategy than simply chasing high yields.
If you missed the first session, don't worry — all past recordings and materials are available to you, so you can catch up on your own time before tomorrow or revisit anything after the fact.
Hi, my name is Charles Rotblut, CFA, and I can't wait to guide you through our live weekly sessions over the next few weeks, covering everything you need to build and evaluate a retirement income portfolio. Every concept is designed to be applied to your own portfolio immediately after each session ends.
The demand for deeper income
Charles Rotblut, CFA Vice President and AAII Journal Editor, AAII
investing strategies came directly from members who are approaching, transitioning into or actively living in retirement. We felt this was the ideal time to offer a six-week program using the same small-group format as our retirement and tax seminars.
In the first session, we discussed how to build an income portfolio and evaluate portfolio longevity. In tomorrow's session, we'll focus on dividend investing, including:
What separates a sustainable dividend from a cut waiting to happen, including examples using real payout and cash flow data
Why dividend growth (not just yield) is one of the most effective defenses against inflation
Exactly how S&P 500 index dividends behaved during the 2008 and 2020 downturns, and what that means for your portfolio
How to build a sell discipline so you can act on warning signs before a cut is formally announced
When you purchase AAII’s online Income Investing Seminar foronly $199,you’ll get:
Six live weekly sessions, available on demand immediately after each session concludes
Expert guidance from AAII
Clear strategies for how to build and generate reliable income in retirement
Lifetime access to seminar recordings
Live Q&A and downloadable resources
Limited enrollment for a more personalized experience
We genuinely believe that when you have a clear plan for generating reliable income presented in a way that’s easy to understand and act on, it changes everything.
Our Income Investing Seminar is designed to help you build an income portfolio, evaluate its assets, understand the associated risks and then move forward with purpose.
Here is the full AAII Income Investing Seminar schedule:
June 4: Building an Income Portfolio (available on-demand)
June 11: Dividend Investing
June 18: Bonds & Bond ETFs
June 25: Cash Plus Income Diversifiers
July 2: Taxes on Investment Income
July 9: Live Q&A With Charles Rotblut, CFA
(Recordings will be available immediately after each session.)
We hope you join us for our second live session tomorrow afternoon at 1:00 p.m. Central Time.
When you sign up, you'll receive a welcome email with a link to the full seminar playlist, where you can access last week's session and join us live tomorrow for Session 2: Dividend Investing.
Kind regards,
Charles Rotblut, CFA Vice President and AAII Journal Editor, AAII
P.S. Your special invitation to our AAII Income Investing Seminar expires tomorrow, June 11 at 12:00 p.m. Central Time. Please don’t forward this offer.
Disclaimer: This seminar provides educational information about income investing including tax planning strategies. It does not constitute personalized tax and retirement income advice. Consult a qualified professional for guidance specific to your situation.
We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith and we accept no liability for any errors or omissions. The full disclaimer can be read here.
