The AAII Southeast Florida Chapter

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

» Past Chapter Meetings:

Wednesday, May 18, 2016
"Building an Equity Portfolio to Beat the Market"
Matthew McCall, President, Penn Financial Group
Tuesday, May 17, 2016
"Building an Equity Portfolio to Beat the Market "
Matthew McCall, President, Penn Financial Group
Wednesday, April 20, 2016
"Stock Selection for Traders"
Jose Rincon, Florida Active Trader Market Manager, Charles Schwab
Tuesday, April 19, 2016
"Stock Selection for Traders "
Jose Rincon, Florida Active Trader Market Manager, Charles Schwab
Tuesday, March 15, 2016
"Beyond Banks: Selected Opportunities in the Financial Services Sector "
Derek Pilecki, Portfolio Manager, Gator Capital Management
Wednesday, February 17, 2016
"Shareholder Activism: Following Smart Money/Value Investing"
Steven Abernathy, Chairman and CEO, The Abernathy Group
Tuesday, February 16, 2016
"Shareholder Activism: Following Smart Money/Value Investing"
Steven Abernathy, Chairman and CEO, The Abernathy Group
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