Tools & Techniques for Investors, a subgroup of the Cleveland AAII Chapter, will meet Aug. 2 from 7 to 9 p.m. at the Cuyahoga Falls Library, 2015 Third St. in Cuyahoga Falls.
Dennis Lewis, a member of the Cleveland AAII Chapter, will speak on how to develop a personal investment policy. His presentation includes establishing goals, focusing on goals, setting asset allocation, monitoring performance and assisting successor managers.
Lewis works as an administrator for homeowner-controlled community associations and as a consultant for professional associations. He is a retired educator where he worked with students in industrial technology, computer science, career and special education. He holds bachelor of science and masters degrees with post-graduate studies in economics.
E-mail Akron AAII Sub-Chapter at email@example.com for more information or with questions.