The AAII Southwest Florida Chapter

» Upcoming Chapter Meetings:

Thursday, March 21, 2013 »

John Graves, Editor, The Retirement Journal; Author, “The 7% Solution” "The 7% Solution: You CAN Afford a Comfortable Retirement"

Location:
    Venice Community Center, Room F
    326 Nokomis Ave.
    Venice, FL

[Click for More Info] [Print Meeting Announcement and Registration Form]

Thursday, March 21, 2013 »

John Graves, Editor, The Retirement Journal; Author, “The 7% Solution” "The 7% Solution: You CAN Afford a Comfortable Retirement"

Location:
    Homewood Suites
    3470 Fruitville Road
    Sarasota, FL 34237

[Click for More Info] [Print Meeting Announcement and Registration Form]

Thursday, April 18, 2013 »

Marilyn Cohen, CEO, Envision Capital Management, Inc. "The Only Certainty for 2013 Will Be Uncertainty"

Location:
    Venice Community Center, Room F
    326 Nokomis Ave.
    Venice, FL

[Click for More Info] [Print Meeting Announcement and Registration Form]

Thursday, April 18, 2013 »

Marilyn Cohen, CEO, Envision Capital Management, Inc. "The Only Certainty for 2013 Will Be Uncertainty"

Location:
    Homewood Suites
    3470 Fruitville Road
    Sarasota, FL 34237

[Click for More Info] [Print Meeting Announcement and Registration Form]

» Past Chapter Meetings:

Thursday, February 21, 2013
"Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management"
David John Marotta, President, Marotta Wealth Management

Thursday, January 17, 2013
"Combining Fundamental and Technical Analysis to Enhance Investment Returns"
Lauren Rudd, President, Rudd International

Thursday, November 15, 2012
"The Investor’s Quest: Obtaining an Edge"
Ray Rondeau, CMC Investing

Thursday, October 18, 2012
"Strategies for Income in Turbulent Times"
Harriet Brackey, Financial Adviser, KR Financial Services

Thursday, April 19, 2012
"Everything You Wanted to Know About SEC Filings But Were Afraid to Ask"
Michelle Leder, Editor and Founder of Footnoted, a Division of Morningstar

Thursday, March 22, 2012
"Building a Better Balanced Portfolio"
Craig L. Israelsen, Ph.D., Associate Professor, Brigham Young University

Thursday, February 16, 2012
"Behind the Curtain: 10 Lessons Learned From Managing a Mutual Fund"
Louis E. Conrad II, CFA, President, COMPASS Wealth Management LLC

Thursday, February 16, 2012
"Behind the Curtain: 10 Lessons Learned From Managing a Mutual Fund"
Louis E. Conrad II, CFA, President, COMPASS Wealth Management LLClk Radio; President, Savannah Capital Management

Thursday, January 19, 2012
"Strategic and Tactical Investment Strategies for 2012"
Lauren Rudd, Partner, Day Hagan Asset Management; Syndicated Newspaper Columnist; CEO, Florida Talk Radio; President, Savannah Capital Management

Thursday, November 17, 2011
"The Death of Buy and Hold Has Been Greatly Exaggerated"
Richard Ferri, CFA, Founder, Portfolio Solutions LLC

Thursday, October 13, 2011
"How to Develop a Top-Performing, Globally Diversified Multi–Asset Class Portfolio"
Matthew Xiarhos, Chief Investment Officer and Founder, Absolute Return Portfolio Management

Thursday, April 21, 2011
"Computerized Stock Screening & Analysis"
Wayne A. Thorp, CFA, Senior Financial Analyst, AAII; Editor, Computerized Investing

The AAII Southwest Florida Chapter

AAII Chapter Links