Santa Barbara/Ventura Chapter Future Meetings
Mark Your Calendar!

There are no upcoming meetings for Santa Barbara/Ventura at this time

The AAII Santa Barbara/ Ventura Chapter

» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.

» Past Chapter Meetings:

Thursday, January 30, 2014
"Estate Planning and Portability: Is It Ideal for You?"
Brett A. Bjornson, Brett A. Bjornson, Esq., Professional Law Corporation

"Building a Multi-Asset Low-Correlation Portfolio"
Craig L. Israelsen, Ph.D., Associate Professor, Utah Valley University

Thursday, September 19, 2013
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal
Thursday, May 9, 2013
"The Great Rotation: How to Make Money as the Investment World Turns"
James Goldberg, President, Goldberg Economic Advisors

"Why ETFs Deserve a High Allocation in Your Portfolio"
Doug Fabian, President, Fabian Wealth Strategies

Thursday, December 6, 2012
"Are You Prepared for Another Lost Decade? The Secular and Cyclical Outlook for Stocks, Bonds and Inflation"
Tom Kopas, Principal, Portfolio Manager, Pring Turner Capital Group
Wednesday, October 10, 2012
"What’s Next for the Global Economy & the U.S. Dollar: Why it Matters to Your Investment Portfolio"
Kieran Osborne, CFA, Senior Analyst, Merk Investments

"4% vs. 7%: Can You Make the Difference in Retirement? "
John Graves, CLU, ChFC, Editor, The Retirement Journal; Author, “The 7% Solution”

Thursday, May 17, 2012
"The Economic Outlook: Recovery at Last?"
Dr. Benjamin J. Cohen, Professor of International Political Economy, University of California, Santa Barbara

"Investing for and During Retirement: A Most Important Part of Your Life"
Timothy F. Bock, Founder and President, Summit Portfolio Management