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The AAII Charlotte Chapter

» Upcoming Chapter Meetings:
Saturday, September 13, 2014 »
John Maron, Director of the Investor Education Program, North Carolina Secretary of State "Investment Fraud: Guarding Your Assets in a Scary World"


 

» Past Chapter Meetings:

Saturday, August 9, 2014
"Seven Common Characteristics of Winning Stocks"
Harold Morris, National Education Speaker, Investor’s Business Daily
Saturday, July 12, 2014
"Top Tax Strategies for Today’s Changing Times"
Ken Martin, CPA, Senior Tax Partner, Stancil & Company
Saturday, June 14, 2014
"America Gets its Mojo Back"
Bill Hackney, CFA, Senior Partner, Atlanta Capital Management
Saturday, May 10, 2014
"King Risk is Dead. Long Live the King!"
John Simms, Chief Investment Officer, Piedmont Trust Company
Saturday, April 12, 2014
"How to Prevent and Detect Fraud"
Glenn L. Helms, Ph.D.,
Saturday, March 8, 2014
"How to Choose Your Strategy"
Nicole Wachs, Director of Education, TradeKing
Saturday, February 8, 2014
"Stock Valuation and Stock Market Cycles"
Steve Chappell, Director of Educational Services, VectorVest, Inc
Saturday, November 9, 2013
"The Three Things Every Successful Investor Must Know"
Bill Staton, CFA, “America’s Money Coach”
Saturday, October 12, 2013
"Advanced Technical Analysis"
Justin Krebs, Personal Trading Plan Instructor, Online Trading Academy
Saturday, September 14, 2013
"The State of the U.S. National and Regional Economies"
Rick Kaglic, Senior Regional Economist at the Federal Reserve Bank of Richmond
Saturday, July 13, 2013
"The Only Three Questions That Matter"
Paul Townsend, Associate Vice President,Wells Fargo Advisors LLC
Saturday, June 8, 2013
"Why Do We Do This? A Look at Investment Returns by Style"
Robert McComsey, Retired Investment Manager
Saturday, May 11, 2013
"The basics of Hedge Funds "
James East, Manager, ACI Partnership Fund
Saturday, April 13, 2013
"The Yellow Brick Road"
Dennis Stearns, CFP, President, Stearns Financial Services Group
John Simms, Jr., CFA, Chief Investment Officer, Piedmont Trust Company
Saturday, March 9, 2013
"The Temporal Cliff "
Steven M. Sears, Senior Editor, Columnist, Barron’s
Saturday, February 9, 2013
"2013 Economic Scenarios: Can the U.S. Economy Muddle Through? "
Dennis Stearns, CFP, President, Stearns Financial Services Group
Saturday, January 12, 2013
"What Were You Thinking?"
Rajah Chacko, Senior Java Developer, Wells Fargo; Member, AAII Charlotte Chapter
Saturday, November 10, 2012
"Tax Treatment of Some of the Most Commonly Held Investment Vehicles"
Michael Freeman, Investment Adviser
Robert Daggett, Money Manager
Saturday, October 13, 2012
"Risks in the Midst of a Muddle Through Environment"
John M. Simms Jr., Ph.D., CFA, Chief Investment Officer, Piedmont Trust Company
Saturday, September 8, 2012
"Market Watch"
Chuck Jaffe, Columnist, MarketWatch