The AAII Southwest Florida Chapter

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

» Past Chapter Meetings:

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
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, 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, 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, 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