The AAII Research Triangle Chapter

» Upcoming Chapter Meetings:
Saturday, October 10, 2015 »

Charles Rotblut, CFA, Vice President and Senior Financial Analyst, AAII; Editor, AAII Journal "Smart Investing: Seeking Reward While Reducing Risk"


» Past Chapter Meetings:

Saturday, September 12, 2015
"Strategies for Creating Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar
Saturday, August 8, 2015
"How to Avoid Bear Markets and Catch a Bull"
Ian Abbott, Owner, Abacus Financial Services
Saturday, June 6, 2015
"Managing Your Portfolio in Uncertain Times"
Anthony W. Muhlenkamp, President, Muhlenkamp & Company
Saturday, May 9, 2015
"Dividend Investing and Dividend Reinvestment Plans (DRIPs)"
Charles Carlson, Author and CEO, Horizon Publishing
Saturday, April 11, 2015
"New Crowdfunding Regulatory Changes"
Lori Schock, Director, SEC Office of Investor Education and Advocacy
Saturday, March 14, 2015
"Do the Strategies of Investing Legends Still Work Today?"
John P. Reese, Founder and CEO,
Saturday, February 14, 2015
"Tax Strategies for Today’s Changing Times"
Ken Martin, CPA and Tax Partner, Stancil & Company
Saturday, January 10, 2015
"2015 Economic Scenarios: Boom or Gloom?"
Dennis Stearns, CFP and President, Stearns Financial Services Group
Saturday, December 6, 2014
"2014 Christmas Party and Speaker"
Ric Solares, Retired Geological Engineer
Saturday, November 8, 2014
"What Every Investor Should Know About the Federal Reserve"
Kelly Hunter Markson, Professor of Business Administration, Wake Tech
Saturday, October 11, 2014
"Trusts and Estate Planning"
Tim Nordgren, Attorney at Law, McPherson, Rocamora, Nicholson & Nordgren, PLLC
Saturday, September 13, 2014
"What Color is Your Parachute? Finding Retirement Success and Happiness"
Haleh Moddasser, CPA, Senior Vice President, Stearns Financial Group
Saturday, August 9, 2014
"Understanding ETFs"
Fidelity Investments,
Saturday, June 14, 2014
"A Mathematical Approach to Forecasting Bear Markets"
Bryan Johnson, Inventor of the Tsunami Indicator
Saturday, May 3, 2014
"Earn Double-Digit Returns While Avoiding Major Down Markets"
Nick Atkeson, Founding Partner, Delta Investment Management
Saturday, April 12, 2014
"Finding a Stock Winner: First Step Screening"
Joe Lan, CFA, Assistant Financial Analyst, AAII
Saturday, March 8, 2014
"Stock Screening and Analysis Techniques Your Guru Never Taught You"
Marc Gerstein, Director of Research, Portfolio123; Editor, Forbes Low Priced Stock Report
Saturday, February 8, 2014
"Tax Strategies for Today’s Changing Times "
Ken Martin, Senior Tax Partner, Stancil & Company
Saturday, January 11, 2014
"2014 Economic Scenarios: Can the U.S. Economy Muddle Through?"
Dennis Stearns, CFP, President, Stearns Financial Services Group
Saturday, December 7, 2013
"Christmas Party, What Your Broker Will Never Tell You"
Jackson Breaks, Member, Governors Club Speakers Resource
Saturday, November 9, 2013
"The Economy, the Market, Demographics and the Challenges Ahead"
Doug Short, Vice President of Research, Advisor Perspectives
Saturday, October 12, 2013
"Profit From a Rapidly Changing World This Year and Next"
Robert Hsu, President, Absolute Return Capital Advisors, LLC