The AAII Santa Barbara/ Ventura Chapter
» Past Chapter Meetings:
Thursday, October 22, 2015
"How to Safely Add Income to Your Portfolio"
Rohit Millstein, Founder and Investment Manager, Millstein Advisors LLC
"A Year in Review: 2015 and the Global Outlook for 2016"
Saturday, September 12, 2015
"What Do Fed Rate Hikes Mean for Investors?"
Tom J. Kopas, Principal and Portfolio Manager, Pring Turner Capital Group
"Motif’s Thematic Approach to Investing"
Thursday, May 7, 2015
"Live It Up Without Outliving Your Money"
Paul Merriman, Founder, Merriman, Inc.; President, Merriman Financial Education Foundation
Saturday, January 17, 2015
"Special Financial Seminar: The Year Ahead for Stocks, Bonds, Indexes and ETFs"
Harvey Baraban, Former CEO, Baraban Securities
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"