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Southwest Florida Chapter Future Meetings
Mark Your Calendar!

Thursday, November, 20, 2014
Speaker: Dr. Joseph Belmonte, author, researcher and university professor
Topic: Buffett and Beyond, the predictability and comparability of Buffett’s stock selection methodology.













The AAII Southwest Florida Chapter

» Upcoming Chapter Meetings:
Thursday, October 16, 2014 »
Brian Luster, CEO, The Abernathy Group II

Steven Abernathy, Chairman, The Abernathy Group II "Risk and the Global Capital Markets"

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



 
Thursday, October 16, 2014 »
Brian Luster, CEO, The Abernathy Group II

Steven Abernathy, Chairman, The Abernathy Group II "Risk and the Global Capital Markets"

Location:
    Comfort Suites Sarasota
    5690 Honore Ave
    Sarasota, FL



 
Saturday, November 8, 2014 »
Ray Rondeau, Individual Investor "Workshop: Trading Insights Contoured for Long-Term Investors"

Location:
    State College of Florida
    7131 Professional Pkwy E.
    Sarasota, FL 34240


 

» Past Chapter Meetings:

Thursday, April 17, 2014
"Using Behavioral Finance to Improve Investment Profits "
Don Cassidy, Founder and President, Retirement Investing Institute
Thursday, April 17, 2014
"Using Behavioral Finance to Improve Investment Profits "
Don Cassidy, Founder and President, Retirement Investing Institute
Thursday, March 20, 2014
"Are You Prepared for Another Lost Decade? The Secular and Cyclical Outlook for Stocks, Bonds and Inflation "
Tom Kopas, Principal, Pring Turner Capital Group
Thursday, March 20, 2014
"Are You Prepared for Another Lost Decade? The Secular and Cyclical Outlook for Stocks, Bonds and Inflation "
Tom Kopas, Principal, Pring Turner Capital Group
Thursday, February 20, 2014
"Do the Strategies of Investing Legends Still Work in Today’s Market?"
John P. Reese, CEO and Founder, Validea.com and Validea Capital Management, LLC
Thursday, February 20, 2014
"Do the Strategies of Investing Legends Still Work in Today’s Market?"
John P. Reese, John P. Reese CEO and Founder, Validea.com and Validea Capital Management, LLC
Thursday, January 16, 2014
"Building a Successful Portfolio in Today’s Economic Climate"
Lauren Rudd, President, Rudd International
Thursday, November 21, 2013
"MLP 101: What You Need to Know About Investing in MLPs"
Mary Lyman, Executive Director, National Association of Publicly Traded Partnerships
Thursday, November 21, 2013
"MLP 101: What You Need to Know About Investing in MLPs"
Mary Lyman, Executive Director, National Association of Publicly Traded Partnerships
Thursday, October 17, 2013
"Energy and Income: Still Your Best Bet for High Yield, Safety and Growth in an Aging Bull Market"
Roger S. Conrad, Co-Founder and Chief Editor, Capitalist Times
Thursday, October 17, 2013
"Energy and Income: Still Your Best Bet for High Yield, Safety and Growth in an Aging Bull Market"
Roger S. Conrad, Co-Founder and Chief Editor, Capitalist Times
Thursday, April 18, 2013
"The Only Certainty for 2013 Will Be Uncertainty"
Marilyn Cohen, CEO, Envision Capital Management, Inc.
Thursday, April 18, 2013
"The Only Certainty for 2013 Will Be Uncertainty"
Marilyn Cohen, CEO, Envision Capital Management, Inc.
Thursday, March 21, 2013
"The 7% Solution: You CAN Afford a Comfortable Retirement"
John Graves, Editor, The Retirement Journal; Author, “The 7% Solution”
Thursday, March 21, 2013
"The 7% Solution: You CAN Afford a Comfortable Retirement"
John Graves, Editor, The Retirement Journal; Author, “The 7% Solution”
Thursday, February 21, 2013
"Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management"
David John Marotta, President, Marotta Wealth Management
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, 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, October 18, 2012
"Strategies for Income in Turbulent Times"
Harriet Brackey, Financial Adviser, KR Financial Services