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Santa Barbara/Ventura Chapter Future Meetings
Mark Your Calendar!

Saturday, September, 12, 2015

Speaker: Tim Gramatovich
Topic: What’s Ahead for High Yield, Energy, Interest Rates

Speakers: Tuhin Ghosh, Peter Andes, 
Hardeep Walia
Topic: Motif’s New Thematic Approach to Investing













The AAII Santa Barbara/ Ventura Chapter

» Upcoming Chapter Meetings:
Thursday, May 7, 2015 »

Paul Merriman, Founder, Merriman, Inc.; President, Merriman Financial Education Foundation "Live It Up Without Outliving Your Money"


 

» Past Chapter Meetings:

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"
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