The AAII Columbus Chapter
» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.
» Past Chapter Meetings:
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Wednesday, March 13, 2013
"Trading and Investment Strategies" Mark Allen, Regional Brokerage Consultant, Fidelity Investments |
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Wednesday, February 27, 2013
"Hey Bernie! NO! NO!" Tom Atzberger, J.D., Compliance Attorney, Alan Mooney’s Money Foundation |
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Wednesday, January 23, 2013
"Outlook for the Economy and Financial Markets" Jim Coons, Principal, Coons Advisors |
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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. |
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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 |
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Wednesday, October 17, 2012
"Protect Your Investment Like the Pros: Position Sizing & Stop-Loss Money Management " Ian Abbott, President, Abacus Financial Services, LLC |
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Wednesday, September 19, 2012
"The European Crisis: Investing in Uncertain Times " George Dagnino, Ph.D., Chairman, Peter Dag Strategic Money Management Inc. |
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Wednesday, May 16, 2012
"Introduction to Stock Investor Pro " Joe Lan, Assistant Financial Analyst, AAII |
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Wednesday, April 18, 2012
"Baby Boom Collides With 9 Perfect Storms" Sir Alan K. Mooney, Principal, Mooney Wealth Advisory Inc. |
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Wednesday, March 21, 2012
"Asset Protection Planning Through Limited Liability Companies" Matthew W. Gibson, Attorney, Jones, Troyan, Pappas & Perkins, L.P.A. |
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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 |
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Wednesday, January 18, 2012
"An Update on Health Care" Marilyn Huheey, MD, Clinical Teacher, Ohio State University; Life Member, AAII |
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Wednesday, December 14, 2011
"Why Real Estate?" Gerald (Jerry) Ziglar, Realtor, Signature Real Estate |
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Thursday, November 17, 2011
"Effective Retirement Planning" Jim Budros, Partner, Budros, Ruhlin & Roe |
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Wednesday, October 19, 2011
"How to Avoid Bear Markets and Catch a Bull" Ian Abbott, Owner, Abacus Financial Services |
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Wednesday, September 14, 2011
"Six Lessons Learned From 25 Years of Managing Investor’s Money" Donald Morris, Financial Advisor, Raymond James Financial Services |
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Wednesday, May 18, 2011
"Adapting Long-Term Strategies to Profit in a Sideways Market" Douglas C. Smith, President, Douglas C. Smith Company LLC |
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Thursday, April 21, 2011
"Practical Economics for Individual Investors" Joe Rudy, Lifelong Investor and AAII Member |

