CENTRAL FLORIDA Chapter Future Meetings
Mark Your Calendar!

Wednesday, May, 18, 2016

The AAII Central Florida Chapter

» Upcoming Chapter Meetings:
Wednesday, February 17, 2016 »

Bob Carlson, Editor, Retirement Watch

"Overcoming Critical Threats to Lifetime Income Security"

Wednesday, March 16, 2016 »

Christine Benz, Director of Personal Finance, Morningstar

"Morningstar’s Best Ideas for 2016 and Beyond "

Wednesday, April 20, 2016 »

David O’Connor, Founder, Managing Director and Portfolio Manager, Orlando Investment Partners

"Dual Momentum: What is It and How Can It Help My Portfolio? "


» Past Chapter Meetings:

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
Wednesday, November 19, 2014
"Buffett and Beyond: The Predictability and Comparability of Buffett’s Stock Selection Methodology"
Dr. Joseph Belmonte, Author, Researcher and University Professor; Owner, Buffett and Beyond Research
Wednesday, October 15, 2014
"A Solution to Every Investor’s Chief Problem "
Richard Smith, Ph.D., CEO, Tradesmith
Wednesday, September 17, 2014
"The World’s Economic Status and Its Impact on Investments "
Frank Dasse, Ph.D., CFP, Economic and Financial Consultant
Wednesday, May 21, 2014
"Our Fifth Annual Open Mic Event"
Central Florida Chapter Members and Leaders,
Wednesday, April 16, 2014
"The Fiscal Health of the Nation"
Richard White, President, Richard Allan White and Associates LLC
Wednesday, March 19, 2014
"Prepared for Another Lost Decade? A Secular and Cyclical Outlook for Stocks, Bonds and Inflation"
Tom J. Kopas, Principal and Portfolio Manager, Pring Turner Capital Group
Wednesday, February 19, 2014
"Strategies for Pursuing Your Retirement Paycheck "
Christine Benz, Director of Personal Finance, Morningstar Inc.; Senior Columnist, Morningstar.com


A special interest group for beginning investors has been formed.  It meets on the second Wednesday of the month at the Casselberry Branch of the Seminole County Public Library located at 215 N. Oxford Road, Casselberry, FL, 32707.  The meetings begin at 6:30 P.M. and lasts until 8:00.  They meet in the lobby for discussions of investing topics geared for beginners.  Contact Michele Burier (chel106638@yahoo.com) for additional information.