The AAII Orange County Chapter

» Upcoming Chapter Meetings:
Saturday, April 27, 2013 »
Nick Atkeson, Founding Partner, Delta Investment Management, LLC "How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety First Approach"


 

» Past Chapter Meetings:

Saturday, February 9, 2013
"Investing in the New Presidential Cycle"
Jonathan Lansner, Business Columnist, Orange County Register
Saturday, January 26, 2013
"Your Taxes and the Fiscal Cliff"
Herb Farrington, CFP, E.A., Tax and Financial Services
Saturday, November 10, 2012
"Techniques for Top-Down Investing and Trading"
Jackie Ann Patterson, Editor, BackTesting Report, Own Mountain Trading Company
Saturday, September 8, 2012
"Building a Robust Portfolio for the Challenging Decade Ahead"
David Johnson, President, Global Capital Group
Saturday, August 18, 2012
"How Money Supply, Taxes and Regulation Impact the Stock Market and Prosperity"
Simon Reeves, CEO & Wealth Manager, TideRock Financial, LLC
Saturday, July 28, 2012
"Achieving a Double-Digit Yield in a Single-Digit Market"
Bryan Perry, Editor, Cash Machine
Saturday, June 23, 2012
"Municipal Bonds ... A Foundation of Quality"
Alan Willenbrock, CFA, Vice President, Portfolio Manager and Financial Advisor, Morgan Stanley Smith Barney
Friday, May 18, 2012
"My Favorite Growth and Income Investments After the Euro Crisis"
Dr. Mark Skousen, Editor, Forecasts and Strategies
Saturday, April 14, 2012
"Thriving in Volatile Markets"
Wade Slome, CFA, CFP, President and Founder, Sidoxia Capital Management LLC
Saturday, March 3, 2012
"The Three Best Ways to Multiply Wealth "
Louis Petrossi, Managing Director, Wealth Research Institute
Saturday, January 28, 2012
"How the Election Will Mess up Your Portfolio"
Jonathan Lansner, Business Columnist, Orange County Register
Saturday, November 5, 2011
"Tax Tips for Investors and Retirees"
Herb Farrington, E.A., CFP, Owner, Tax & Financial Services
Saturday, September 17, 2011
"Building a Portfolio for the Next Five Years "
Matthew McCall, Founder and President, Penn Financial Group LLC
Saturday, August 20, 2011
"Implementing a Low-Cost Investment Strategy Using ETFs"
Benjamin Shepherd, Editor, Louis Rukeyser’s Mutual Funds and Louis Rukeyser’s Wall Street
Saturday, June 4, 2011
"Reverse Mortgage: A Financial Planning Tool"
Robert Trommler, Reverse Mortgage Consultant, Wells Fargo Home Mortgage Division
Saturday, May 14, 2011
"Predicting Market Trends With Barron’s"
Peter Miller, Statistics Director, Barron’s