Phoenix Chapter Future Meetings
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The AAII Phoenix Chapter presents...


"Are You Prepared for Another Lost Decade? The Secular and Cyclical Outlook for Stocks, Bonds and Inflation"

    Discussed by:

    Tom J. Kopas
    Principals and Portfolio Managers, Pring Turner Captial Group
    Joe Turner

Now that you have endured the first decade of the 21st century—indeed the “Lost Decade”—what is in store for you and other investors in the next 10 years? Find out why our guest speakers believe investors should prepare for another “Lost Decade” for stocks and what market benchmarks will look like when we have reached the end of this current secular bear market. What are the long-term themes for profitable opportunities? Our guest speakers will discuss what asset allocation decisions will bring investors safely through this cycle. Valuable insights and original research will be fully shared at this timely presentation. Tom and Joe will identify where the risks and opportunities are for investors now and in the coming months and years ahead.

Attend This Meeting and Learn...
Where we are in the current business cycle
When the current secular bull market will end
How to build wealth in this difficult environment

  MEETING DETAILS
Date:
Saturday, November 10, 2012
Time:
9:00 a.m.    Registration/Social/Refreshments
9:30 a.m.    Program
11:00 a.m.    Q&A
Location:
Franciscan Renewal Center
5802 E. Lincoln Dr.
Scottsdale, AZ 85253
480-948-7460
[ Map This Location ]

Payment:
In Advance (by 11/7)
AAII Members, Member’s Family, $9/person; Nonmembers,
$11/person
At the Door space permitting
Everyone, $15/person
Refunds To cancel and receive a refund, email Roger Carter,

AAII@asu.edu, at least three days before the meeting date.

  SUBGROUPS

Subgroups

Personal Finance and Retirement Income Planning SIG, Saturday,
November 10, 2012, 12:00 to 1:00 p.m. (after the chapter meeting). Contact: Dr. Joyce Morningstar, jmorningstar@dynamicwealthadvisors.com. Same date and location as chapter meeting. Cost: None.
Due to greater uncertainties, financial planning after retirement becomes more challenging. The focus of this SIG is financial planning, with an emphasis on investing for retirement income. Our group welcomes different viewpoints and participation from both experienced and new investors. November’s topic is “Measuring and Managing Investment Risk.”

Health Care Reform and Medicare SIG, Saturday, November 10, 2012, 1:00 to 2:00 p.m. (after the chapter meeting in October, December, February and April). Contact: Allan Zee, allanzee@argeusgroup.com. Same date and location as chapter meeting. Cost: None.
The voters will have spoken on November 6. This is a historic election in many ways, but for the health care law, known as the Affordable Care Act, PPACA or Obamacare, it will be profound. Even through the Supreme Court upheld the law, depending on the outcome of the election, it could change. We’ll discuss many aspects of the law including its implementation to date and what lies ahead, the 30+ million people that will enter the health care system starting in 2014, the availability of medical professionals, tax increases in effect currently and the pending increases beginning January 1, 2013. Medicare beneficiaries will be a part of the changes no matter which way the election is decided. Join us for an informative and spirited discussion.

Options & Analysis SIG, Saturday, November 10, 2012, 1:16 to 3:30 p.m. (after the chapter meeting). Contact: Rick Climie, rclimie@ieee.org. Same date and location as chapter meeting. Cost: None.
All AAII participants are invited to improve their wealth building and management skills through the use of option instruments and analysis tools. You will benefit from a combination of tutorial presentations and active discussions. These range from use of options to generate monthly income to “hedging” for protection of your stocks and portfolios. Participant depth ranges from initial learning to active traders. You are welcome to join our quest to combat the unprecedented market changes and uncertainties. REMEMBER: No one is as concerned about your wealth as you (or your spouse) is. We will work closely with the new Stocks and ETFs SIG. This includes rotating the meeting start time and sharing facilities.

Stocks and ETFs SIG, Saturday, November 10, 2012, 1:16 to 3:30 p.m. (after the chapter meeting). Contact: Beatrice Kenney, beakenney@yahoo.com, 480/406-8942. Same date and location as chapter meeting. Cost: None.
The goal of this SIG is to create smarter, better-informed, successful traders and investors through experiences with high-quality stock trading information. Independent traders and successful investors will present their methods and strategies of trading. Charting tools and tactics will help traders and investors profit from investments and trades. Investor psychology, portfolio strategies and handling potential losses are some of the subjects covered. Opportunities to listen and learn, take an active role in the group or make a presentation are available. We share meeting time and location with the Options & Analysis SIG.

Vector Vest SIG, first Saturday of every month, 9:00 to 11:00 a.m. Contact: Eugene Almer, 602/300-4573. Location: Gloria Dei Lutheran Church, 3539 E. Stanford Dr., Paradise Valley, AZ 85253. Cost: None.
This SIG focuses on the use of the VectorVest system for equity investing strategies and market timing. Most meetings include a discussion of the current market conditions and what to expect in the month ahead using VectorVest tools, several educational presentations by members describing their experiences with various parts of the VectorVest System, and discussions and analysis of selected investment strategies and/or equities of interest to the members. For further information call 602/300-4573.

Brunch Bunch SIG, third Thursday of the month, May through September, 10:30 to noon. Optional lunch. Contact: Dr. Joyce Morningstar, jmorningstar@dynamicwealthadvisors.com. Location: Davis Miles PLLC Law Firm, 80 E Rio Salado Parkway, 4th Floor, Tempe, AZ, 85281. Cost: None.
Join us for lively discussions on current events in the financial world. We’ll learn from each other as we discuss different viewpoints, sharing our experience and knowledge. The conversation continues for those who wish to go to lunch afterward.

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