Learn How Experienced Investors Generate Reliable Income in Any Market
Go beyond basic dividend investing with practical lessons on allocation, taxes, bonds and portfolio durability in a live 6-week seminar.
When
The first of 6 sessions starts on June 4 at 1:00 p.m. Central Time
Where
Online (YouTube live stream link provided upon registration)
Session Duration
60 minutes
Price
$199 for 5 content sessions, plus 1 Q&A
This seminar is designed for self-directed investors near or in retirement who want to evaluate and optimize the income portfolio they’ve already built — not beginners.
Join Charles Rotblut, CFA, for six live online sessions, each including worksheets, calculators and reference guides you can continue using long after the seminar ends.
You’ll gain a complete view of retirement income planning — including dividends, bonds, cash reserves, income diversifiers and taxes — with a focus on generating reliable income for the long term.
You’ll also leave with a practical framework for stress-testing your income sources, reducing tax drag and building a more resilient retirement income plan.
Spots are limited — reserve yours now!
What You’ll Learn:
Spot the difference between a reliable yield and a warning sign.
Dividend Safety
Smarter Diversification
Bonds Done Right
Why the way you own bonds matters as much as which bonds you own.
What REITs, preferred stocks and MLPs really cost you in risk and taxes.
Income Diversifiers
Retirement, Medicare & Roth Conversions
Building an Income Portfolio
Structure your portfolio around required vs. discretionary spending from day one.
Your Expert Guide
Charles Rotblut, CFA
Vice President & AAII Journal Editor, AAII
Charles Rotblut, CFA, is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created both the PRISM Wealth-Building Process and VMQ Stocks, co-created AAII Dividend Investing and authors the weekly AAII Investor Update email.
Rotblut holds the Chartered Financial Analyst (CFA) designation and has analyzed both publicly traded and privately held companies.
"My goal is simple: that you leave knowing exactly what your portfolio pays, whether it will grow and what could break it."
Build an Income Portfolio That Pays You for Decades
In six weeks, you'll learn how to combine dividend stocks, bonds, cash reserves and other income assets into a resilient retirement portfolio built for inflation, market downturns and long-term income needs.
Learn How Experienced Investors Generate Reliable Income in Any Market
Class Syllabus
June 4 at 1:00 p.m. CT | Session 1: Building an Income Portfolio
June 11 at 1:00 p.m. CT | Session 2: Dividend Investing
June 18 at 1:00 p.m. CT | Session 3: Bonds & Bond ETFs
June 25 at 1:00 p.m. CT | Session 4: Cash Plus Income Diversifiers
July 2 at 1:00 p.m. CT | Session 5: Taxes on Investment Income
July 9 at 1:00 p.m. CT | Session 6: Live Q&A With Charles Rotblut, CFA
members@aaii.com
© 2026 American Association of Individual Investors
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.
Join us for a 6-week online seminar hosted via YouTube, produced by the American Association of Individual Investors (AAII) and presented by Charles Rotblut, CFA.
Your seminar pass includes access to all 6 one-hour sessions, weekly handouts and resource materials.
All sessions will be recorded and made available on demand through a private YouTube playlist.
When
The first of 6 sessions starts June 4 at 1:00 PM Central Time
Where
Online (YouTube live stream link provided upon registration)
60 minutes
Session Duration
Regularly priced at $399 (now $200 off!)
