The AAII Denver Chapter

» Upcoming Chapter Meetings:
Tuesday, August 30, 2016 »

Jason Leavitt, Leavitt Brothers

"The Real Keys to Surviving and Making Solid Profits in the Market "

Thursday, September 15, 2016 »

Sam Stovall, Managing Director, U.S. Equity Strategist

"Second-Half Outlook 2016: Rates, Recessions and Elections "


» Past Chapter Meetings:

Wednesday, July 27, 2016
"Managing Money for Retirement "
Doug Diederich, Retired Engineer, Full-Time Investor
Wednesday, June 29, 2016
"Technical Strategies for Traders "
Craig Porazinski, Trading Solutions Regional Manager, Charles Schwab
Tuesday, March 22, 2016
"What to Expect From the Stock Market Now "
Matthew D. McCall, Founder and President, Penn Financial Group LLC
Monday, February 22, 2016
"How to Use Options for Profit, Income and Protection "
Don Morris, N.Reese, M. Rauschkolb, D. Cassidy,
Thursday, January 21, 2016
"Stock and Bond Market Outlooks for 2016"
Several Panelists, Including chapter officers and Special Interest Group leaders
Monday, November 23, 2015
"REITs: Don’t Fear Them, Own Them"
Brad Thomas, Author, Forbes Real Estate Investor
Monday, October 26, 2015
"Oil: Where are We Headed, and Best Investment Strategies"
Scott Hudson, President, Map Production Co.
Thursday, September 24, 2015
"Planning Ahead: MRDs, What Assets to Spend, How to Save on Taxes"
Matt Klaess, Founder and President, Paradigm Group
Monday, August 31, 2015
"The Economy: Big Picture and Current Issues"
Jim Kneser, Lecturer, Academy for Lifelong Learning
Saturday, July 11, 2015
"Municipal Bonds: Updated Major Insights"
Alan Willenbrock, CFA, Financial Adviser, Morgan Stanley Wealth Management
Donald Cassidy, Vice President and Program Chair, AAII Denver Chapter

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

Monday, June 22, 2015
"Point & Figure and Other Key Disciplines for Profit"
Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors, LLC
Monday, May 18, 2015
"Covered Call Writing for Income, and More Options Strategies"
Alan Ellman, President, The Blue Collar Investor Corp.
Thursday, April 9, 2015
"What I’ve Learned Working Both Sides of Wall Street"
Jonathan Clements, Journalist, The Wall Street Journal
Tuesday, March 17, 2015
"How You and Family Can Avoid Investment Frauds"
Betsy Wills, Esq., Principal, Wills Law Firm, LLC
Thursday, January 29, 2015
"Stocks in 2015: Looking at Possibilities From Many Angles "
Andre Ratkai, CFA, President, Praxis Advisory Group
Mark Paller, President, Paller Financial Services
Donald Cassidy, President, Retirement Investing Institute
Monday, December 15, 2014
"Outlook for the Bond Market: 2015"
Christopher G. Dunmall, CFA, Senior Portfolio Manager for Fixed-Income Investments, Colorado PERA
Monday, November 17, 2014
"It’s NOT Rocket Science; You CAN Do This!"
Nancy Tengler, President, Financial IQ Training Services LLC
Monday, October 20, 2014
"How to Outperform by Surfing Sectors"
Scott Juds, Founder and President, SumGrowth Strategies
Thursday, September 18, 2014
"Strategies for Pursuing Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar, Inc.

  Special Interest Groups (SIGs)

Book Club
Next meeting: September 1  
Topic: “The Ultimate Dividend Playbook” by Josh Peters
Englewood Public Library
1000 Englewood Parkway, Perrin Room, Englewood, CO 80110-2373

Westside Tuesday Breakfast Group
Next meeting: September 6
Topic:  TBD
The Egg&I or IHOP
Southwest corner of Alameda Ave & Wadsworth, Lakewood, CO 80226

2nd Tuesday Breakfast Group
Next meeting: September 12
Broken Tee Golf Course, 2101 West Oxford Avenue, Englewood, CO 80110

AAII Trading and Technical Analysis Group
Next meeting: September 14
Topic: TBD
Englewood Public Library
1000 Englewood Parkway, Perrin Room, Englewood, CO 80110

Colorado Springs Group
Next meeting: September 27
Topic: "Investing in a Global World"