Next Meetings

July 28, 2018

"Overcoming 6 Critical Threats
To Your Retirement Security

Bob Carlson,
Editor, "Retirement Watch"

Presentation Description
Everyone has hurdles to overcome for establishing lifetime income security for a successful retirement. This program highlights new threats and some established ones that unfortunately many people overlook. You'll learn how to deal with changes in Social Security and Medicare, employer benefits, income taxes, managing your IRA, longevity, long-term care, and more. Making the most of your IRAs, home equity, and other important retirement assets are additional key points of discussion.
Bob Carlson's 30+ years of tax & retirement planning experience sets the stage for a highly informative program!
*An extra 50 minutes has been added since this is a popular program*
Attend this meeting to learn about
  • How to identify the key threats to lifetime income security that many people overlook.
  • How to minimize these threats to ensure your financial independence.
  • How to identify the wild cards of retirement and how you can deal with them.

Speaker Biography
Bob Carlson is editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. He provides independent, objective research covering all the financial issues of retirement/retirement planning. He is Chair of the Board of Trustees of the Fairfax County Employees' Retirement System, overseeing $3 billion in assets; and he has served on the Board since 1992.
Bob has been featured in The Wall Street Journal, Reader's Digest, Barron's, AARP Bulletin, Money, Worth, Kiplinger's Personal Finance, and The Washington Post, and on national TV / radio programs. His books include: Invest Like a Fox…Not Like a Hedgehog, (Wiley, 2007), The New Rules of Retirement (Wiley, 2nd Ed 2016), and Personal Finance for Seniors for Dummies (Wiley, 2010).
An attorney, he received his J.D. & M.S. (Accounting) from the University of Virginia, and a B.S. (Financial Management) from Clemson University.

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Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Bill Price
  • Gene Burrell

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116

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