The AAII Columbus Chapter

» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.

» Past Chapter Meetings:

Wednesday, May 15, 2013
"Overview of Ohio Oil and Natural Gas"
Peter MacKenzie, Vice President of Operations, Ohio Oil & Gas Association
Wednesday, April 17, 2013
"The Wendy?s Company: Transforming the Wendy?s Brand for Long-Term Growth"
David Poplar, Investor Relations, Wendy?s
Lindsay Radkoski, Investor Relations, Wendy?s
Marsha Gordon, Shareholder Relations, Wendy?s
Wednesday, March 13, 2013
"Trading and Investment Strategies"
Mark Allen, Regional Brokerage Consultant, Fidelity Investments
Wednesday, February 27, 2013
"Hey Bernie! NO! NO!"
Tom Atzberger, J.D., Compliance Attorney, Alan Mooney’s Money Foundation
Wednesday, January 23, 2013
"Outlook for the Economy and Financial Markets"
Jim Coons, Principal, Coons Advisors
Wednesday, December 12, 2012
"Tax Planning Strategies and Opportunities Amidst Uncertainty "
Julia Seitz, Adviser, Summit Financial Strategies, Inc.
Wendy Trout, Adviser, Summit Financial Strategies, Inc.
Tom Davison, Adviser, Summit Financial Strategies, Inc.
Wednesday, November 14, 2012
"The Market Drivers—Europe, China and U.S. Politics: Recent Changes and Impacts "
Anthony W. Muhlenkamp, Executive Vice President, Client Service Department, Muhlenkamp & Company
Wednesday, October 17, 2012
"Protect Your Investment Like the Pros: Position Sizing & Stop-Loss Money Management "
Ian Abbott, President, Abacus Financial Services, LLC
Wednesday, September 19, 2012
"The European Crisis: Investing in Uncertain Times "
George Dagnino, Ph.D., Chairman, Peter Dag Strategic Money Management Inc.
Wednesday, May 16, 2012
"Introduction to Stock Investor Pro "
Joe Lan, Assistant Financial Analyst, AAII
Wednesday, April 18, 2012
"Baby Boom Collides With 9 Perfect Storms"
Sir Alan K. Mooney, Principal, Mooney Wealth Advisory Inc.
Wednesday, March 21, 2012
"Asset Protection Planning Through Limited Liability Companies"
Matthew W. Gibson, Attorney, Jones, Troyan, Pappas & Perkins, L.P.A.
Wednesday, February 15, 2012
"Fidelity Market Analysis, Research and Education Presents 2011 Market Update"
Matt Estep, CFP, Vice President and Regional Planning Consultant, Fidelity Investments
Wednesday, January 18, 2012
"An Update on Health Care"
Marilyn Huheey, MD, Clinical Teacher, Ohio State University; Life Member, AAII
Wednesday, December 14, 2011
"Why Real Estate?"
Gerald (Jerry) Ziglar, Realtor, Signature Real Estate
Thursday, November 17, 2011
"Effective Retirement Planning"
Jim Budros, Partner, Budros, Ruhlin & Roe
Wednesday, October 19, 2011
"How to Avoid Bear Markets and Catch a Bull"
Ian Abbott, Owner, Abacus Financial Services
Wednesday, September 14, 2011
"Six Lessons Learned From 25 Years of Managing Investor’s Money"
Donald Morris, Financial Advisor, Raymond James Financial Services