Chapter Meeting Calendar

AAII Chapter Meetings offer you a variety of presentations from expert speakers who will give you their view on the world of investing. A bonus of attending a Chapter Meeting near you is the opportunity to meet other AAII members who share your interest and enthusiasm for investing. You can even share the Chapter experience with your family and friends by inviting them to attend Chapter Meetings with you!

Click on the headings below to sort by date, chapter, or speaker. If you are unsure of which chapter is closest to you, click here for a list of all AAII Local Chapters.

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BY:
Event Date Chapter Name Speaker
  March 21, 2013 Milwaukee Elliott Gue
Founder, Capitalist Times, Economic & Income Advisor
"Higher for Longer: How to Profit From Sustained High Energy Prices"

  March 21, 2013 Denver Tom J. Kopas
Portfolio Manager, Principal, Pring Turner Capital Group
"Prepared for Another Lost Decade? Secular Outlook for Stocks, Bonds and Commodities"

  March 21, 2013 Twin Cities Jacob Wolkowitz
Investment Manager, Accredited Investors
"Tactical Decision Making Within a Strategic Framework "

  March 21, 2013 Southwest Florida John Graves
Editor, The Retirement Journal; Author, “The 7% Solution”
"The 7% Solution: You CAN Afford a Comfortable Retirement"

  March 21, 2013 Southwest Florida John Graves
Editor, The Retirement Journal; Author, “The 7% Solution”
"The 7% Solution: You CAN Afford a Comfortable Retirement"

  March 21, 2013 Birmingham James L. Drennen
Retired Vice President, Drennen Group, Merrill Lynch
"Under-Discussed Problems in the Current Economy"

  March 23, 2013 Puget Sound Barry Beiderman
Principal, Beidernan Investment Research
"Improve Your Results Now: Two AAII Members Who’ve Done It Teach You How"

  March 23, 2013 Chicago Joe Lan, CFA
Assistant Financial Analyst, AAII
"Finding a Stock Winner: First Step Screening"

  March 26, 2013 Rochester Gregory W. Norwood
Senior Executive Vice President, Chief Financial Officer, First Niagara Bank, N.A.
"After the Financial Crisis...What’s Going on in Banking?"

  April 3, 2013 Eastern Michigan Gary Harloff, Ph.D.
Founder, Harloff Capital Management
"Why Technical Analysis Doesn't Work--and Why People Use It"

  April 10, 2013 New York City Nicholas P. Sargen
Chief Investment Officer, Fort Washington Investment Advisors, Inc.
"The Great (Stock-Bond) Rotation Is at Hand"

  April 11, 2013 Albuquerque Sheldon Jacobs
Founder, The No-Load Fund Investor
"Investing Without Wall Street"

  April 13, 2013 Charlotte Dennis Stearns, CFP
President, Stearns Financial Services Group
"The Yellow Brick Road"

  April 13, 2013 Baltimore Morgan Housel
Columnist, The Motley Fool
"15 Biases That Make You a Bad Investor"

  April 13, 2013 Research Triangle Raymond A Rondeau
Professional Trader, Former Technicals Columnist, IndexUniverse
"The Investor?s Quest: Obtaining an Edge"

  April 13, 2013 Phoenix Simon Reeves
CEO, Wealth Manager, TideRock Financial, LLC
"How Money Supply, Taxes and Regulation Impact the Stock Market and Prosperity"

  April 13, 2013 Silicon Valley Harvey Baraban
Former CEO, Baraban Securities
"Financial Roundtable Seminar: Planning and Rebalancing Your Retirement Portfolio"

  April 16, 2013 Southeast Florida Jose Rincon
Florida Active Trader Market Manager, Charles Schwab
"Stock Selection Using Technical Analysis "

  April 16, 2013 Florida West Coast Wayne A. Thorp, CFA
Senior Financial Analyst, AAII; Editor, Computerized Investing
"Determining a Stock’s True Worth"

  April 17, 2013 Cleveland Donald Morris
Financial Adviser, Raymond James Financial Services
"Six Lessons Learned From 25 Years of Managing Investors Money"

  April 17, 2013 Long Island David Johnson
President, Global Capital Group
"Robust Portfolio Approaches for the Challenging Decade Ahead"

  April 17, 2013 Southeast Florida Jose Rincon
Florida Active Trader Market Manager, Charles Schwab
"Stock Selection Using Technical Analysis "

  April 17, 2013 Dallas/Fort Worth Charlotte Hudgin
Editor, The Armchair Investor
"How to Quickly Find the Best CAN SLIM Stocks "

  April 17, 2013 Central Florida Donald Cassidy
President, Retirement Investing Institute
"How to Invest in an Economy Stuck in the Mud"

  April 17, 2013 Boston Charles Rotblut, CFA
Vice President, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk"

Ralph J Michele
president, Omega Institute of Trading
"Investment Education Workshop
Reducing Risk with Options in your IRA"


  April 18, 2013 Southwest Florida Marilyn Cohen
CEO, Envision Capital Management, Inc.
"The Only Certainty for 2013 Will Be Uncertainty"

  April 18, 2013 Southwest Florida Marilyn Cohen
CEO, Envision Capital Management, Inc.
"The Only Certainty for 2013 Will Be Uncertainty"

  April 18, 2013 Birmingham John M. Inzer
John M. Inzer Financial Adviser, Sterne Agee and Leach, Inc.
"Exchange-Traded Funds"

  April 18, 2013 Connecticut Charles Rotblut, CFA
Vice President, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk"

  April 20, 2013 Washington D.C. Metro Sam Stovall
Chief Equity Strategist, S&P Capital IQ
"Outlook 2013: Is It Time to Buy or Bail? "

  April 24, 2013 Denver Jim Kneser
Lecturer, Denver’s Academy for Lifelong Learning
"The World and Domestic Economies: What to Watch For Now"

  April 27, 2013 Orange County Nick Atkeson
Founding Partner, Delta Investment Management, LLC
"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety First Approach"

  April 30, 2013 Philadelphia Luke Tilley
Regional Economic Adviser, Federal Reserve Bank of Philadelphia
"Economic Outlook"

  May 1, 2013 New York City Gene Epstein
Economic Beat Columnist, Book Review Editor, Barron?s
"The Bullish Case for Stocks Right Now"

  May 4, 2013 Silicon Valley Mebane Faber

"Relative Strength Investing or Sector Investing "

  May 11, 2013 Research Triangle Christine Benz
Director of Personal Finance, Senior Columnist, Morningstar.com
"Morningstar?s Best Ideas for 2013 and Beyond"

  May 15, 2013 Central Florida Central Florida Chapter Members & Leaders

"Our Fourth Annual Open Mike Event"

  May 18, 2013 San Francisco Harvey Baraban

"Financial Roundtable Seminar"

  May 21, 2013 Philadelphia Raymond A. Rondeau
CMC Investing
"Stock Options"

  May 22, 2013 Dallas/Fort Worth Dan Passarelli
CEO, Market Taker Mentoring LLC
"The How and Why of Options "

  June 13, 2013 Connecticut Liz Ann Sonders
Senior Vice President & Chief Investment Strategist Charles Schwab & Co., Inc.
"Economic & Market Outlook with Liz Ann Sonders "