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Southeast Florida Chapter Future Meetings
Mark Your Calendar!

Tuesday, October, 20, 2015
Speaker: TBD
Topic: TBD













The AAII Southeast Florida Chapter

» Upcoming Chapter Meetings:
Tuesday, May 19, 2015 »

Robert B. Drach, Founder, Drach Advisors LLC "High-Probability Investing "

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


 
Wednesday, May 20, 2015 »

Robert B. Drach, Founder, Drach Advisors LLC "High-Probability Investing "

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


 

» Past Chapter Meetings:

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 "
Rick Ferri, CFA, Founder, Portfolio Solutions
Tuesday, February 17, 2015
"A Case for Index Fund Portfolios "
Rick 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
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