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
  January 21, 2017 SAN FRANCISCO Al Zmyslowski
Leader, AAII Silicon Valley Chapter Computerized Investing
"Computerized Investing: How to Verify Your Investment Strategy "

Michael Yoshikami Ph.D., CFP
CEO and Founder, Destination Wealth Management
"Economic Forecast and Investment Strategy for 2017 "

  December 10, 2016 SILICON VALLEY Alan Pinck
Enrolled Agent and Owner, A. Pinck & Associates
"2016 Update for Individual Taxpayers "

  January 14, 2017 SILICON VALLEY Bill Jump
Serves on the Board of AAII Silicon Valley Chapter
"A Review of Asset Class Performance: Election, Fed and Oil "

Michael Yoshikami
CEO and Founder, Destination Wealth Management
"2017 U.S. and Global Outlook: Markets and the Economy "

  January 10, 2017 ST LOUIS Brian Bingham
Founder, Elite Investment Advisors LLC
"You Can Do This! 40 Years of Market Observations: What Works and Why "

  January 17, 2017 SACRAMENTO Bud Leedom
President, Leedom Asset Management
"An Introduction to Supply and Demand Investing "

  January 14, 2017 SAN DIEGO Christine Benz
Director of Personal Finance, Morningstar
"Morningstar’s Best Ideas for 2017 and Beyond "

  January 7, 2017 RESEARCH TRIANGLE Dennis Stearns CFP
President, Stearns Financial Group
"New Year, New President, New Disruptive Threats: What's Ahead for the Economy and Investments in the "New Abnormal" "

  January 21, 2017 CHICAGO Gary Antonacci
Author, "Dual Momentum Investing"
"Dual Momentum Investing for More Profit With Less Risk "

  January 11, 2017 COLUMBUS J.P. Williams CFP
Vice President and Investment Officer, First Financial Wealth Management
"Where We’ve Been and Where We’re Headed in 2017 "

  January 14, 2017 PHOENIX Janet Brown
President, DAL Investment Company; Managing Editor, NoLoad FundX Newsletter
"Investing for Good: How to Make Money and Make a Difference "

  January 21, 2017 LOS ANGELES Keith Fitz-Gerald
Chief Investment Strategist, Money Morning
"Every Dollar You'll Make in the Next 10 Years Is on This List "

Tom Petruno
Financial Writer and Columnist
"How to Be Ready for 2017 "

  December 14, 2016 CENTRAL FLORIDA Keith Howard
President, AAII Space Coast Investment Education Group
"Expected Returns Over the Next Decade "

  January 18, 2017 CENTRAL FLORIDA Lauren Rudd
Founder and Chief Portfolio Manager, Rudd International, Inc.
"Wall Street Post-Election: Where Do We Go Now? "

  January 19, 2017 SOUTHWEST FLORIDA Lauren Rudd
President, Rudd International
"Wall Street Post-Election: Where Do We Go Now? "

  December 12, 2016 AUSTIN Lou Annacone
President, Austin Chapter AAII
"“Investing at Level3”: Book Review and Discussion"

  January 21, 2017 PUGET SOUND Marilyn Cohen
CEO, Envision Capital Management, Inc.
"Let the Bond Autopsy Begin "

  December 10, 2016 BALTIMORE Michael Canet
Managing Director, Prostatis Financial Advisors Group
"Retirement Income Planning "

  February 11, 2017 RESEARCH TRIANGLE Nicholas Atkeson
Founding Partner, Delta Investment Management LLC
"Simple, Robust Methods to Grow and Protect Your Portfolio "

  February 15, 2017 CENTRAL FLORIDA Nicholas Atkeson
Partner, Delta Investment Management LLC
"Simple, Robust Methods to Grow and Protect Your Stock Portfolio "

  January 17, 2017 SOUTHEAST FLORIDA Robert B. Drach
Founder, Drach Advisors LLC
"High-Probability Investing "

  January 18, 2017 SOUTHEAST FLORIDA Robert B. Drach
Founder, Drach Advisors LLC
"High-Probability Investing "

  December 10, 2016 RESEARCH TRIANGLE Roger S. Conrad
Co-Founder, Capitalist Times; Editor, Conrad’s Utility Investor
"Big Yield Hunting On Deadly Ground "

  January 4, 2017 NEW YORK CITY Sam Stovall
Chief Investment Strategist, CFRA
"Outlook 2017: Will the Bull Be Extended or Extinguished? "

  February 11, 2017 SAN DIEGO Steve Staab
Vice President and Regional Director, Investment Management Division, Goldman Sachs
"Macroeconomic Update and 2017 Outlook "

  December 14, 2016 COLUMBUS Tom Davison Ph.D.
Partner Emeritus, Summit Financial Strategies; Blogger,
"Reverse Mortgages: Home Equity Loans Designed for Retirement "

  January 14, 2017 ORANGE COUNTY Wade W Slome
President and Founder, Sidoxia Capital Management LLC
"The New President: Financial Challenges & Investment Opportunities "