The AAII Columbus Chapter

» Upcoming Chapter Meetings:
Wednesday, October 14, 2015 »

John S. Jones, Solo Practice Attorney-at-Law, Worthington, Ohio "Death in the Digital Age: Are you ready for it?"

Thursday, November 5, 2015 »

Jessica Ice, Research Analyst, Federal Reserve Bank of Cleveland "Current National and Regional Economic Outlook"

Wednesday, December 9, 2015 »

Phil Giessler, Realtor and Owner, Cam Taylor Co. Ltd. Realtors "Residential Real Estate Sales and Regulations in 2015"


» Past Chapter Meetings:

Thursday, September 17, 2015
"An Investment Game-plan review for Coping with Uncertain Markets"
Douglas C. Smith, The Douglas C Smith Company, LLC
Wednesday, May 13, 2015
"Intrinsic Value Investing"
Jason Downey, CFA, Co-Director of Research and Research Analyst, Diamond Hill Capital Management, Inc.
Wednesday, April 8, 2015
"Proven Portfolios That Beat the Market"
George Dagnino, Ph.D., Chairman, Peter Dag Strategic Money Management, Inc.
Wednesday, March 18, 2015
"American Electric Power and the Changing Utility Industry"
Bette Jo Rozsa, Managing Director of Investor Relations, American Electric Power
Wednesday, February 11, 2015
"Tax-Efficient Investing"
Matt Estep, CFP, Vice President and Regional Planning Consultant, Fidelity Investments
Wednesday, January 21, 2015
"Long-Term Care Options: Their Evolution and What It Could Mean for You and Your Loved Ones"
Isao Shoji, CFP, CLTC, Financial Advisor/Senior Vice President. The Schumacher Group, a financial advisory practice of Ameriprise Financial
Wednesday, December 10, 2014
"The Financial Fallout of Divorce and How to Protect Yourself"
Donald Morris, Donald Morris Financial Adviser, Raymond James Financial Services
Thursday, November 6, 2014
"How to Avoid Bear Markets and Catch a Bull"
Ian Abbott, Owner, Abacus Financial Services
Wednesday, October 8, 2014
"Predatory Trading: The High-Frequency Trading That Inspired “Flash Boys”"
W. Phil Ratcliff, CFP, ChFC, President, Rebel Financial LLC
Wednesday, September 10, 2014
"Knowing Sir John Templeton"
Sir Alan K. Mooney, Principal, Mooney Wealth Advisory, Inc.
Wednesday, May 14, 2014
"Auditing Stockbrokers"
Tom Atzberger, Compliance Counsel, Alan K. Mooney’s Money Foundation think tank
Wednesday, April 16, 2014
"Dynamic Global Strategies for Intelligent Investing"
Brial Wissman, Vice President and Branch Manager Columbus, Charles Schwab
Tim Kohn, Managing Director, Windhaven Investment Management Division, Charles Schwab
Wednesday, March 19, 2014
"Using Metrics to Forecast Stock Market Crashes"
Bryan Johnson, President, Moon Run Report
Wednesday, February 12, 2014
"Fidelity Market Analysis, Research and Education Presents 2013 Market Update"
Matt Estep, CFP, Vice President and Regional Planning Consultant, Fidelity Investments
Wednesday, January 15, 2014
"Understanding the Basics of Stock Options"
Christian Tharp, Chartered Market Technician, Columbus Stock Coach LLC
Wednesday, December 11, 2013
"Year-End Portfolio Tune-up and Preparing for 2014"
Max Larsen, Founder and President of Future Finances, Inc.
Wednesday, November 13, 2013
"Reverse Mortgages: Incorporating Housing Wealth in Retirement Distribution Income Streams"
Keith Turner, Reverse Mortgage and HECM for Purchase Specialist, Security 1 Lending
Wednesday, October 9, 2013
"The Future of the Euro"
Goran Skosples, Ph.D., Associate Professor of Economics, Ohio Wesleyan University
Wednesday, September 18, 2013
"Water – You Can’t Live With It and You Can’t Live Without It"
Beth K. Sparks, Vice President, Investments, The Sparks Group of Raymond James
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