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
  August 8, 2015 Pittsburgh

"13th Annual “Picnic in the Park” Symposium"

  July 11, 2015 Denver Alan Willenbrock, CFA
Financial Adviser, Morgan Stanley Wealth Management
"Municipal Bonds: Updated Major Insights"

Doug Diederich
Retired Engineer, Full-Time Investor
"Closed-End Funds: Should You Own Some?"

Donald Cassidy
Vice President and Program Chair, AAII Denver Chapter
"Bull Market Done? Should You Sell? "

  July 18, 2015 Washington D.C. Metro Bob Pugh, CFA, CFP
President and Founder, Insight Wealth Management, Inc.
"Portfolio Performance Evaluation"

  July 15, 2015 Cleveland Brian Nelson, CFA
President, Valuentum Securities
"Dividend Growth Investing"

  July 18, 2015 Puget Sound Bud Hebeler
RetireMentors Columnist,
"Retirement Resources for an Uncertain Future"

  July 20, 2015 Northern New Jersey Dr. Alan Ellman
President, The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow"

  July 11, 2015 Portland Ed Easterling
Founder, Crestmont Research; Author, “Unexpected Returns” and “Probable Outcomes”
"Probable Returns: Why the Next 5 to 10 Years Are So Predictable "

Andy Prophet
Long-Time AAII Member; Treasurer, AAII Portland Chapter
"Income Investing 101"

  July 18, 2015 Los Angeles Expert Panel
Hornstein Law Offices
"What Should Wendy Do? Advice for Aging, Home Care and Protecting Your Assets"

  July 18, 2015 San Francisco Harvey Baraban
Founder and CEO, Baraban Securities
"Are You Swimming Downstream in an Upstream Market?"

  August 8, 2015 Research Triangle Ian Abbott
Owner, Abacus Financial Services
"How to Avoid Bear Markets and Catch a Bull"