The AAII Santa Barbara/ Ventura Chapter
» 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"
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"
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? "