Duane Heidel

The AAII Research Triangle Chapter

» Upcoming Chapter Meetings:
Saturday, December 12, 2015 »

Dr. Joseph Williamson, Consultant and Former Executive "What Should You Think About When Using the Internet?"


» Past Chapter Meetings:

Saturday, November 14, 2015
"Top Fund and Stock Picks"
Dr. Larry Hungerford, Director of Research, Woodard & Co. Asset Management Group, Inc.
Saturday, October 10, 2015
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, CFA, Vice President and Senior Financial Analyst, AAII; Editor, AAII Journal
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, Validea.com
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


All groups meet at Panera Bread, 7840 Alexander Promenade Place across from Briar Creek Mall. No charge. Directions at www.aaiirtp.org.

Investment Income
Meets the first Saturday of the month at 9:30 a.m.
Meets the fourth Saturday of the month at 9:30 a.m.