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The AAII Southeast Florida Chapter

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

» Past Chapter Meetings:

Wednesday, May 21, 2014
"Hot Topics in Family Wealth Transfer Planning "
Shawn Snyder, Shawn Snyder Owner, Snyder & Snyder, P.A.
Tuesday, May 20, 2014
"Hot Topics in Family Wealth Transfer Planning "
Shawn Snyder, Owner, Snyder & Snyder, P.A.
Wednesday, April 9, 2014
"Global Multi-Asset Investing in a Volatile Interest Rate Environment "
Jeffrey A. Oberg, Managing Director, Windhaven Investment Management Inc.
Tuesday, April 8, 2014
"Global Multi-Asset Investing in a Volatile Interest Rate Environment "
Jeffrey A. Oberg, Managing Director, Windhaven Investment Management Inc.
Wednesday, March 19, 2014
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Alan Ellman, President, Blue Collar Investment Corporation
Tuesday, March 18, 2014
"Covered Call Writing to Generate Monthly Cash Flow "
Dr. Alan Ellman, President, Blue Collar Investment Corporation
Wednesday, February 19, 2014
"Behavioral Finance and the Importance of Objectivity"
Frederick R. MacLean Jr., CFA, MBA, CFP, President, Heritage Investment Group
Tuesday, February 18, 2014
"Behavioral Finance and the Importance of Objectivity "
Frederick R. MacLean Jr., CFA, MBA, CFP, President, Heritage Investment Group
Wednesday, January 22, 2014
"Lessons Learned from Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification"
David Johnson, President and Portfolio Manager, Global Capital Group
Tuesday, January 21, 2014
"Lessons Learned from Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification"
David Johnson, President and Portfolio Manager, Global Capital Group
Wednesday, November 20, 2013
"Structured Investments: Why Are They the Fastest-Growing Asset Class?"
John Tessar III, Managing Director, JVB Financial Group, Inc.
Tuesday, November 19, 2013
"Structured Investments: Why Are They the Fastest-Growing Asset Class?"
John Tessar III, Managing Director, JVB Financial Group, Inc.
Wednesday, October 16, 2013
"Enhanced Income Strategy: Potential for 8% to 9% returns in a Low Interest Rate Environment "
Barry Rabinowitz, Principal BER Financial Group, LLC
Tuesday, October 15, 2013
"Enhanced Income Strategy: Potential for 8% to 9% returns in a Low Interest Rate Environment "
Barry Rabinowitz, Principal BER Financial Group, LLC
Wednesday, May 22, 2013
"Shareholder Activism: Generating Uncorrelated Returns in Your Portfolio "
Steven Abernathy & Brian Luster, Founders, The Abernathy Group II, LLC
Tuesday, May 21, 2013
"Shareholder Activism: Generating Uncorrelated Returns in Your Portfolio "
Steven Abernathy & Brian Luster, Founders, The Abernathy Group II, LLC
Wednesday, April 17, 2013
"Stock Selection Using Technical Analysis "
Jose Rincon, Florida Active Trader Market Manager, Charles Schwab
Tuesday, April 16, 2013
"Stock Selection Using Technical Analysis "
Jose Rincon, Florida Active Trader Market Manager, Charles Schwab
Wednesday, March 20, 2013
"You CAN Afford a Comfortable Retirement"
John Graves, Editor, The Retirement Journal
Tuesday, March 19, 2013
"You CAN Afford a Comfortable Retirement "
John Graves, Editor, The Retirement Journal
Wednesday, February 20, 2013
"Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management"
David John Marotta, President, Marotta Wealth Management
Tuesday, February 19, 2013
"Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management"
David John Marotta, President, Marotta Wealth Management
Wednesday, January 16, 2013
"Buffett and Beyond: The Predictability and Comparability of Buffett’s Stock Selection Methodology"
Dr. Joseph Belmonte, Owner, Buffett and Beyond Research, Inc
Tuesday, January 15, 2013
"Buffett and Beyond: The Predictability and Comparability of Buffett’s Stock Selection Methodology"
Dr. Joseph Belmonte, Owner, Buffett and Beyond Research, Inc
Wednesday, November 28, 2012
"Better Returns Made EASY"
Jonathan Stein, CEO and Founder of Betterment.com
Tuesday, November 27, 2012
"Better Returns Made EASY"
Jonathan Stein, CEO and Founder of Betterment.com
Wednesday, October 17, 2012
"Estate Planning Opportunities “Before the Clock Strikes 2013”"
Michael J. Silver AEP, CFP, CLU, Michael J. Silver AEP, CFP, CLU Founder, Baron Silver Stevens Financial Advisors, LLC
Tuesday, October 16, 2012
"Estate Planning Opportunities “Before the Clock Strikes 2013”"
Michael J. Silver AEP, CFP, CLU, Founder, Baron Silver Stevens Financial Advisors, LLC