Milwaukee Chapter Future Meetings
Mark Your Calendar!

Thursday, March, 17, 2016
Speaker: Paul Townsend Associate Vice President of Investments, Wells Fargo Advisors LLC
Topic: It’s What You Learn After You Know It All That Counts

Date:   Saturday, January 16, 2016

Topic:  26th Annual MidWinter Retreat

Speakers:  TBD













The AAII Milwaukee Chapter

» Upcoming Chapter Meetings:
Thursday, February 18, 2016 »

Michael Glatkowski, Intermediary Services Team, Artisan Partners LLC

"Urbanization: Benefit for the Economy, Challenge for the Environment"



 

» Past Chapter Meetings:

Saturday, January 16, 2016
"An Analysis of Bear Markets"
Bryan Johnson, Publisher, Moon Run Report
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal

"Behind the Four Doors of Planning"
Vince Hein, Attorney, Timothy P. Crawford, S.C

Thursday, November 19, 2015
"How Well Are You Financially Prepared for Retirement?"
Paula H. Hogan, CFP, CFA, Paula H. Hogan, CFP, CFA Founder, Hogan Financial
Thursday, October 22, 2015
"True Sector Rotation: Breaking Through the Efficient Frontier"
Scott Juds, Founder and President, SumGrowth Strategies
Thursday, September 17, 2015
"The 13 Most Important Steps to Understand the Stock Market"
Brian Nelson, President of Equity Research, Valuentum Securities
Thursday, May 21, 2015
"The 10 Biggest Insurance Mistakes Consumers Make"
Scott J. Witt, Principal, Witt Actuarial Services, Inc.
Thursday, March 19, 2015
"What’s Really Happening in the Fixed-income Markets?"
Jeffrey L. Bryden, CFA, President and Chief Investment Officer, JB Investment Management LLC
Thursday, February 19, 2015
"Investment Risks and Rewards in 2015"
Ignatius L. Smetek, President and Chief Investment Officer, Arcataur Capital
Saturday, January 17, 2015
"The Twenty-Fifth Annual Mid-Winter Retreat"
,
Thursday, November 20, 2014
"Creating a Sound Investment Approach and Flavors of Investing"
Dr. Kevin Spellman, Director, Investment Program at University of Wisconsin—Milwaukee
Thursday, October 16, 2014
"Stock Valuation and Stock Market Cycles"
Dr. Bart Diliddo, Founder and Chairman, VectorVest, Inc.
Thursday, September 18, 2014
"Exit Strategies for Covered Call Writing: Increasing Returns to the Highest Levels"
Dr. Alan Ellman, President, The Blue Collar Investor Corp.
Thursday, May 15, 2014
"Top Ten Mistakes Made in Beneficiary Designations "
Dera L. Johnsen-Tracy & John Horn, Attorneys, Horn & Johnsen SC
Thursday, March 20, 2014
"The Hidden Investment Genius of John Maynard Keynes"
John F. Wasik, Financial Columnist, Reuters; Author, “Keynes’s Way to Wealth”
Thursday, February 20, 2014
"Six Steps to Organizing Your Financial Life "
Valerie Pickar, Regional Vice President, Mainstay Investments, Heartland Region

  SUBGROUPS

Subgroups

Madison Subgroup
Contact: Scott Snyder, 608-833-3643, sksnyder@tds.net
Date: Wednesday, March 16, 2016

Topic: It's What You Learn After You Know It All That Counts

Time: 6:00 p.m. (Check-in begins 5:30 p.m.)  Cost: No charge, free and open to the public

LOCATION: Sequoya Branch of the Madison Public Library, located at 4340 Tokay Blvd., Madison, WI, 53711, 608-266-6385. The Sequoya Branch of the Madison Public Library is located in the Midvale Shopping Center, about halfway between the Beltline and University Avenue. Enter the library from either Tokay Blvd. or from the center’s parking lot.    

Speaker: Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors LLC

In this presentation, Paul Townsend will open his toolbox and his playbook to teach us about some valuable trading ideas, such as the pocket pivot, buyable gap-up and the seven-week hold rule.