The AAII Baltimore Chapter

» Upcoming Chapter Meetings:
Saturday, November 12, 2016 »

William Purvin, Vice President and Regional Brokerage Consultant, Fidelity Investments

"Workshop: What the Fidelity Active Trader Pro Platform Can Do for You "


» Past Chapter Meetings:

Saturday, October 8, 2016
"Are Investment Advisers Too Bullish? "
Mark Hulbert, Founder, Hulbert Financial Digest; Columnist, MarketWatch and USA Today
Saturday, September 10, 2016
"The ABCs of BDCs and Closed-End Funds "
John Cole Scott, Chief Investment Officer, Closed End Fund Advisors
Saturday, June 11, 2016
"Recent Fiduciary Ruling: What It Can Mean for Retirement Investing "
Eric Jorgensen, CFP, Financial Planner, MainStreet Financial
Saturday, May 14, 2016
"How To Generate Monthly Cash Flow And Purchase Stocks At A Discount Using Two Low-Risk Option Strategies: Covered call writing and selling cash-secured puts "
Alan Ellman, President, The Blue Collar Investor Corp.
Saturday, April 9, 2016
"Seven Deadly Sins of Estate Planning "
Britt L. Stouffer, Maryland Attorney
Saturday, March 12, 2016
"Invest Better: Focus on Risk Control "
David J. Merkel, Principal, Aleph Investments LLC
Saturday, January 9, 2016
"Market Structure and Enhancing Returns"
Niall O’Malley, Portfolio Manager, Blue Point Investment Management
Saturday, November 14, 2015
"Market Seasonality and Tactical Seasonal Trading Strategies"
Jeffrey A. Hirsch, CEO, Hirsch Holdings; Editor in Chief, Stock Trader’s Almanac
Saturday, October 10, 2015
"Planning for Health Care Costs in Retirement"
Craig Ulep, Managing Associate, Franklin Financial Group
Saturday, September 12, 2015
"Introduction to Outcome-Driven Investing"
Thomas N. Biddison III, Principal and Portfolio Manager, Cornerstone Advisory LLP
Saturday, June 13, 2015
"Is the Golden Age of Investing Over? Not for This Market-Beating Strategy"
Mark Skousen, Ph.D., Editor-in-Chief, Forecasts and Strategies
Saturday, May 9, 2015
"True Sector Rotation: Breaking Through the Efficient Frontier"
Scott Juds, Founder and President, SumGrowth Strategies
Saturday, April 11, 2015
"Making Sense of Economists, Politicians and the Federal Reserve"
Bob Pugh, CFA, CFP, President and Founder, Insight Wealth Management, Inc.
Saturday, March 14, 2015
"Alternative Investments and Enhanced Income Strategies"
David Goldner, Managing Partner, Gross, Mendelsohn & Associates
Saturday, January 10, 2015
"The Case for Indexing"
Robert Wasilewski, President, RW Investment Strategies
Saturday, December 13, 2014
"Social Security Simplified: Five Tips and Tactics for Maximizing Your Benefits"
Martin D. Allenbaugh, Jr., Senior Marketer, T. Rowe Price U.S. Investment Services
Saturday, November 8, 2014
"Exit Strategies for Covered Call Writing: Increasing Returns to the Highest Levels "
Dr. Alan Ellman, President and Founder, The Blue Collar Investor Corp.