The AAII Central Florida Chapter

» Upcoming Chapter Meetings:
Wednesday, December 14, 2016 »

Keith Howard, President, AAII Space Coast Investment Education Group

"Expected Returns Over the Next Decade "

Wednesday, January 18, 2017 »

Lauren Rudd, Founder and Chief Portfolio Manager, Rudd International, Inc.

"Wall Street Post-Election: Where Do We Go Now? "

Wednesday, February 15, 2017 »

Nicholas Atkeson, Partner, Delta Investment Management LLC

"Simple, Robust Methods to Grow and Protect Your Stock Portfolio "


» Past Chapter Meetings:

Wednesday, November 16, 2016
"It's What You Learn After You Know it All that Counts "
Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors
Wednesday, October 19, 2016
"Diversification through Uncorrelated Investment Strategies "
David Johnson, President and Chief Investing Officer, Global Capital Group
Wednesday, September 21, 2016
"Tupperware: Confidence In Our Future "
James Hunt, Assistant Controller and Director of Investor Relations, Tupperware Brands Corporation
Wednesday, May 18, 2016
"Our Seventh Annual Open Mic Event "
Central Florida Chapter Members and Leaders,
Wednesday, April 20, 2016
"Dual Momentum: What is It and How Can It Help My Portfolio? "
David O’Connor, Founder, Managing Director and Portfolio Manager, Orlando Investment Partners
Wednesday, March 16, 2016
"Morningstar’s Best Ideas for 2016 and Beyond "
Christine Benz, Director of Personal Finance, Morningstar
Wednesday, February 17, 2016
"Overcoming Critical Threats to Lifetime Income Security"
Bob Carlson, Editor, Retirement Watch
Wednesday, January 20, 2016
"Annuities: The Good, the Bad and the Truth"
Stan Haithcock, Founder, Stan the Annuity Man
Wednesday, December 9, 2015
"Enhancing Returns with High Relative Strength ETF Sectors"
Al Baker, CFP, Registered Investment Adviser Representative, SWS Financial Services, Inc.
Wednesday, November 18, 2015
"True Sector Rotation: Breaking Through the Efficient Frontier"
Scott Juds, Founder and President, SumGrowth Strategies
Wednesday, October 21, 2015
"How to Find the Leaders With IBD"
Ted LePlat, National Education Speaker, Investor’s Business Daily
Wednesday, September 16, 2015
"High-Probability Investing"
Robert B. Drach, Founder, Drach Advisors LLC
Wednesday, May 20, 2015
"Our Sixth Annual Open Mic Event"
Central Florida Chapter, Members & Leaders
Wednesday, April 15, 2015
"Protecting Investors from Securities and Investment Fraud"
Richard White, President, Richard Allan White and Associates LLC
Wednesday, March 18, 2015
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Alan Ellman, President, The Blue Collar Investor Corp.
Wednesday, February 18, 2015
"A Case for Index Fund Portfolios"
Richard A. Ferri, CFA, CEO, Portfolio Solutions LLC
Wednesday, January 21, 2015
"Building a Multi-Asset, Low-Correlation Portfolio"
Craig L. Israelsen, Ph.D., Teacher, Utah Valley University

  Special Interest Groups (SIGs)

  • Beginning Investors
    Michele Burier
    This new group for beginning investors meets on the second Wednesday of the month in the lobby of the Casselberry Branch of the Seminole County Public Library, located at 215 N. Oxford Road in Casselberry. The meetings begin at 6:30 p.m. and last until 8:00 p.m.