Southeast Florida Chapter Future Meetings
Mark Your Calendar!

Wednesday, April, 20, 2016
Speaker: Schwab
Topic: TBD













The AAII Southeast Florida Chapter

» Upcoming Chapter Meetings:
Tuesday, February 16, 2016 »

Steven Abernathy, Chairman and CEO, The Abernathy Group

"Shareholder Activism: Following Smart Money/Value Investing"

Location:
    PBC South County Civic Center
    16700 Jog Rd.
    Delray Beach, FL



 
Wednesday, February 17, 2016 »

Steven Abernathy, Chairman and CEO, The Abernathy Group

"Shareholder Activism: Following Smart Money/Value Investing"

Location:
    Charles Schwab Office Conference Room
    500 East Broward Blvd., Suite 101 (first floor)
    Fort Lauderdale, FL



 
Tuesday, March 15, 2016 »

Derek Pilecki, Portfolio Manager, Gator Capital Management

"Beyond Banks: Selected Opportunities in the Financial Services Sector "

Location:

PBC South County Civic Center
16700 Jog Road,
Delray Beach, FL 33446



 
Wednesday, March 16, 2016 »

Derek Pilecki, Portfolio Manager, Gator Capital Management

"Beyond Banks: Selected Opportunities in the Financial Services Sector"

Location:
    Charles Schwab Office Conference Room
    500 East Broward Blvd., Suite 101 (first floor)
    Fort Lauderdale, FL



 

» Past Chapter Meetings:

Wednesday, January 20, 2016
"A Disciplined Approach to ETF Rotation With Downside Protection "
Nick Atkeson, Partner, Delta Investment Management
Tuesday, January 19, 2016
"A Disciplined Approach to ETF Rotation With Downside Protection "
Nick Atkeson, Partner, Delta Investment Management
Wednesday, November 18, 2015
"AfterTax Optimization: Best and Worst Practices "
Dan Egan, Director of Behavioral Finance and Investing, Betterment
Alex Benke, CFP, Director of Advice Products, Betterment
Tuesday, November 17, 2015
"AfterTax Optimization: Best and Worst Practices "
Dan Egan, Director of Behavioral Finance and Investing, Betterment
Alex Benke, CFP, Director of Advice Products, Betterment
Wednesday, October 21, 2015
"Discover the Low-Volatility Anomaly "
Harriet J. Brackey, CFP, Co-Chief Investment Officer, GSK Wealth Advisors
Tuesday, October 20, 2015
"Discover the Low-Volatility Anomaly"
Harriet J. Brackey, CFP, Co-Chief Investment Officer, GSK Wealth Advisors
Wednesday, May 20, 2015
"High-Probability Investing "
Robert B. Drach, Founder, Drach Advisors LLC
Tuesday, May 19, 2015
"High-Probability Investing "
Robert B. Drach, Founder, Drach Advisors LLC
Wednesday, April 22, 2015
"Adapting to New Market Realities with Schwab Intelligent Portfolios "
Robert Hurst, CFP, Client Portfolio Strategist, Charles Schwab Investment Advisory, Inc.
Tuesday, April 21, 2015
"Adapting to New Market Realities with Schwab Intelligent Portfolios"
Robert Hurst, CFP, Client Portfolio Strategist, Charles Schwab Investment Advisory, Inc.
Wednesday, March 18, 2015
"Determining a Stock’s True Worth "
Wayne A. Thorp, CFA, Vice President, Senior Financial Analyst, AAII
Tuesday, March 17, 2015
"Determining a Stock’s True Worth "
Wayne A. Thorp, CFA, Vice President, Senior Financial Analyst, AAII
Wednesday, February 18, 2015
"A Case for Index Fund Portfolios "
Richard A. Ferri, CFA, Founder, Portfolio Solutions
Tuesday, February 17, 2015
"A Case for Index Fund Portfolios "
Richard A. Ferri, CFA, Founder, Portfolio Solutions
Wednesday, January 21, 2015
"Building a Multi-Asset, Low-Correlation Portfolio "
Craig L. Israelsen, Ph.D., Teacher, Utah Valley University
Tuesday, January 20, 2015
"Building a Multi-Asset, Low-Correlation Portfolio "
Craig L. Israelsen, Ph.D., Teacher, Utah Valley University
Wednesday, November 19, 2014
"The Value of Dividends "
Jason Clark, CFA, Senior Portfolio Manager, AFAM Capital
Tuesday, November 18, 2014
"The Value of Dividends "
Jason Clark, CFA, Senior Portfolio Manager, AFAM Capital
Wednesday, October 22, 2014
"Key Solutions to Maximizing Aftertax Returns "
Daniel Egan, Director of Behavioral Finance and Investing, Betterment
Tuesday, October 21, 2014
"Key Solutions to Maximizing Aftertax Returns "
Daniel Egan, Director of Behavioral Finance and Investing, Betterment
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