The AAII Rochester Chapter

» Upcoming Chapter Meetings:
Thursday, June 27, 2013 »
David Van Knapp, Private Investor and Author "Dividend Growth Investing: Realities, Myths and Results"


 

» Past Chapter Meetings:

Tuesday, March 26, 2013
"After the Financial Crisis...What’s Going on in Banking?"
Gregory W. Norwood, Senior Executive Vice President, Chief Financial Officer, First Niagara Bank, N.A.
Wednesday, January 16, 2013
"ABCs for Inheriting IRAs"
James P. Terwilliger Ph.D., CFP, Senior Vice President, Financial Planning Manager, Canandaigua National Bank (CNB)
Wednesday, November 14, 2012
"After the Elections, What’s Next? How Big Companies Quietly Got Laws Passed to Thwart Competitve Markets (or how corporate executives live high on the hog without sharing in the tax burden)"
David Cay Johnston, Pulitzer Prize–Winning Investigative Journalist; Columnist, Television Commentator, Reuters News; Distinguished Visiting Lecturer, College of Law, Syracuse University
Thursday, September 20, 2012
"Morningstar’s Best Ideas for 2013 and Beyond"
Christine Benz, Director of Personal Finance, Morningstar Inc.; Senior Columnist, Morningstar.com
Wednesday, June 20, 2012
"Where Is This Economy Now and Where Is It Going?"
Kent Gardner, Ph.D., President and Chief Economist, Center for Governmental Research
Thursday, March 15, 2012
"Innovating in Western New York"
Ashok Rao, Dean, E. Philip Saunders College of Business, Rochester Institute of Technology
Thursday, January 12, 2012
"Advantages of Passive Investing"
Frank A. Insero, CPA, CEO, Insero & Company; Managing Member, Insero Wealth Strategies LLC
Thursday, November 3, 2011
"Bottom-Up Investment Analysis Still Stands the Test of Time"
Andrew Wilson, CFA, Senior Research Analyst, Fenimore Asset Management (FAM Funds)
Thursday, September 22, 2011
"What Year Is It?"
Michael Santoli, Associate Editor, Barron’s, Dow Jones & Company
Tuesday, June 7, 2011
"Estate Planning and Long-Term Care: What You Need to Know"
R. Thompson Gilman, Partner and Chair of the Trust and Estates Group, Woods Oviatt Gilman LLP
David Shaffer, Esq., Associate and Member of the Family Wealth and Estate Planning Department, Woods Oviatt Gilman LLP