Phoenix Chapter Future Meetings
Mark Your Calendar!

Saturday, April, 9, 2016
Speaker: Jim Gentrup, CFA Portfolio Manager, G.H. Anderson
Topic: How to Build a Dynamic Portfolio of Small Stocks

The AAII Phoenix Chapter

» Upcoming Chapter Meetings:
Saturday, February 6, 2016 »

Christine Benz, Director of Personal Finance, Morningstar

"7 Keys to a Successful Retirement Portfolio Plan"

Saturday, March 5, 2016 »

Wayne Connors, Founder,

"The Simplest Way to Increase Your Portfolio’s Performance"


» Past Chapter Meetings:

Saturday, January 2, 2016
"Value-Focused Momentum-Based Dividend Growth Investing"
Brian Nelson, President of Equity Research, Valuentum Securities
Saturday, December 12, 2015
"The Unusual Investment Opportunity in Non-Bank Banks"
Alan C. Snyder, Managing General Partner, Shinnecock Partners
Saturday, November 21, 2015
"Stocks to Own for A Lifetime"
Nancy Tengler, President, Financial IQ Training Services
Saturday, October 10, 2015
"Introduction to Creating a Family Dynasty"
Paul Deloughery, Senior Attorney, Magellan Law
Saturday, April 11, 2015
"Taking Advantage of Municipal Market Dislocations & Dysfunction"
Alan F. Willenbrock, Vice President and Senior Portfolio Manager, Morgan Stanley Wealth Management
Saturday, March 7, 2015
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, Vice President, AAII; Editor, AAII Journal
Saturday, February 7, 2015
"Simple, Robust Methods to Grow and Protect Your Portfolio"
Nicholas Atkeson, Founding Partner, Delta Investment Management
Jackie Ann Patterson, Consultant to Delta Investment Management
Saturday, January 10, 2015
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Alan Ellman, Dr. Alan Ellman
Saturday, December 13, 2014
"America’s Energy Renaissance: Top Plays for Income and Growth"
Elliott Gue, Editor, Energy & Income Advisor and Capitalist Times
Saturday, November 1, 2014
"Your Health Care and the Affordable Care Act"
Allan Zee, Founder, Argeus Benefits Group LLC
Saturday, October 11, 2014
"Morningstar Analyst Ratings: Closing the Investor Return Gap "
Kathryn Spica, CFA, Senior Analyst, Fund-of-Funds Strategies Manager Research, Morningstar, Inc.
Saturday, April 5, 2014
"Financial Literacy and the Rich-Poor Gap"
Russ Wiles, Personal Finance Writer, Arizona Republic and
Saturday, March 8, 2014
"Strategies for Pursuing Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar; Senior Columnist,
Saturday, February 8, 2014
"Fracking: America’s Alternative Energy Revolution"
John Graves, Editor, The Retirement Journal


Special Interest Groups Held After the Chapter Meeting, Saturday, March 5, 2016

Personal Finance and Retirement Income Planning 
Dr. Joyce Morningstar 
12:00-1:00 p.m. Financial planning after retirement becomes more challenging. We all want to make good decisions, but most investors get into trouble with their emotions and habits. The SIG’s focus is educating members on how to make the best-informed financial decisions for themselves. Our group welcomes different viewpoints and participation from both experienced and new investors.  

Stocks and ETFs 
Eugene Almer
1:00-2:00 p.m. Independent traders and successful investors present their methods and strategies of trading. Charting tools and tactics are covered, along with investor psychology, portfolio strategies and handling potential losses. Works closely with the Options & Analysis SIG.

Options & Analysis 
Lowell Carty
2:15-3:15 p.m. Participants will benefit from a combination of tutorial presentations and active discussions. Participant experience ranges from initial learning to active traders. We work closely with the Stocks and ETFs SIG. 

Investment Protection 
Clark Mills
3:30-4:30 p.m. Focuses on wealth protection in perilous times, imparting improved skills and strategies to help protect your portfolio and increase your wealth. Complements the fundamental work of the Stocks & ETFs SIG and the Options & Analysis SIG.

Special Interest Groups Held in Other Months
Health Care Reform and Medicare 
Allan Zee 
Meets after the chapter meeting in October, December, February and April. Join us for an informative and spirited discussion of the Affordable Care Act. We’ll discuss the year in review, the many changes still to come and the future of health care.

Special Interest Groups
Vector Vest 
Contact: Eugene Almer, 602/300-4573. 
Third Saturday of every month, 9:00 to 11:00 a.m. 
Location: Gloria Dei Lutheran Church, 3539 E. Stanford Dr., Paradise Valley, AZ 85253. 
Cost: $5 
The VectorVest system for equity investing strategies and market timing is used to discuss current market conditions and what to expect in the month ahead. Members also describe their experiences with various parts of the VectorVest System and analyze selected investment strategies and/or equities of interest.