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.

Event Date Chapter Name Speaker
  June 7, 2016 Atlanta Todd Sheets, CFA, CAIA
Partner, SignatureFD
"Tax Savings Strategies for 2016 and Beyond "

  June 27, 2016 AUSTIN Wayne Connors
Founder, Retirement Investor
"The Simplest Way to Increase Your Portfolio’s Performance "

  June 11, 2016 BALTIMORE Eric Jorgensen, CFP
Financial Planner, MainStreet Financial
"Recent Fiduciary Ruling: What It Can Mean for Retirement Investing "

  June 11, 2016 BOSTON Ronald Muhlenkamp
Founder and Portfolio Manager, Muhlenkamp & Co., Inc.
"How Retirement Has Changed "

Louis Conrad II
President and Founder, COMPASS Wealth Management LLC
"Bad Behavior: Why Investors Make Poor Decisions "

  June 11, 2016 CHARLOTTE Mark Skousen
Presidential Fellow, Chapman University; Editor in Chief, Forecasts & Strategies
"Is the Golden Age of Investing Over? Not for This Strategy! "

  June 29, 2016 DENVER Craig Porazinski
Trading Solutions Regional Manager, Charles Schwab
"Technical Strategies for Traders "

  June 15, 2016 LONG ISLAND Mark Mahoney
Portfolio Strategist, ThomasPartners, Inc.
"Using Dividend-Paying Stocks To Generate Income in a Low Rate Environment "

  June 18, 2016 LOS ANGELES Keith Fitz-Gerald
Expert Media Contributor, Market Visionary and Author
"Every Dollar You'll Make in the Next 10 Years Is on This List "

Doug Fabian
President, Fabian Wealth Strategies
"How to Put the World of Exchange-Traded Funds (ETFs) to Work for You "

  June 1, 2016 NEW YORK CITY Nicholas Sargen
Senior Vice President and Chief Economist, Western & Southern Financial Group; Investment Adviser, Fort Washington Investment Advisors, Inc.
"A Mid-Year Market Update: Assessing the Impact of Weakness Abroad "

  June 4, 2016 ORANGE COUNTY David Johnson
Chief Investment Officer, Global Capital Group
"Mission Critical Portfolios: How to Reduce Risk and Increase Returns With True Diversification "

  May 31, 2016 PHILADELPHIA Ravi Tolani
Investment Analyst , Vanguard Investment Strategy Group
"Investing in Bonds for the Next Five Years "

  July 9, 2016 RESEARCH TRIANGLE Marilyn Cohen
Founder and CEO, Envision Capital Management, Inc.
"What’s Going Right and Wrong in Bondland "

  June 11, 2016 RESEARCH TRIANGLE Alan Ellman
President, The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Income "

  June 9, 2016 ROCHESTER George Conboy
Chairman, Brighton Securities
"Differences in Outlook Between Young and Old Investors: What it Means for Markets and the Economy "

  June 11, 2016 SILICON VALLEY Christine Benz
Director of Personal Finance, Morningstar
"Morningstar's Best Ideas for 2016 and Beyond "

Christine Benz
Director of Personal Finance, Morningstar
"7 Keys to a Successful Retirement Portfolio Plan "

  June 18, 2016 WASHINGTON DC METRO Bob Carlson
Editor, Retirement Watch
"IRA Changes and Strategies You Must Know "