Subgroups Personal Finance and Retirement Income Planning SIG, Saturday,
January 10, 2015, 1:00 to 2:00 p.m. (after the chapter meeting). Contact: Dr. Joyce Morningstar, jmorningstar@dynamicwealthadvisors.com. Same date and location as chapter meeting. Cost: None.
Due to greater uncertainties, financial planning after retirement becomes more challenging. One of the major challenges retirees face is overcoming the cognitive errors that lead to irrational decisions and behavior harmful to someone’s long-term financial health. This season, our focus on financial planning and sensible investing to produce retirement income will build on what we learned last season about recognizing common investor biases. In financial planning, one size does not fit all, so there’s no “silver bullet” for investing. Our group welcomes different viewpoints and participation from both experienced and new investors. Options & Analysis SIG, Saturday, January 10, 2015, 2:20-3:20 p.m. (after the chapter meeting). Contact: Lowell Carty, lowell39@msn.com. Same date and location as chapter meeting. Cost: None.
All AAII participants are invited to improve their wealth-building and management skills through the use of option instruments and analysis tools. You will benefit from a combination of tutorial presentations and active discussions. These range from use of options to generate monthly income to “hedging” for protection of your stocks and portfolios. Participant depth ranges from initial learning to active traders. You are welcome to join our quest to combat the unprecedented market changes and uncertainties. We work closely with the Stocks and ETFs SIG. Health Care Reform and Medicare SIG, (after the chapter meeting in December, February and April). Contact: Dr. Alan Ellman, allanzee@argeusgroup.com. Same date and location as chapter meeting. Cost: None.
The Affordable Care Act, commonly referred to as Obamacare, has been in effect for one year. Open enrollment for 2015 began November 15. Premiums are up and a few new carriers have entered the market. It’s still too early to tell what the enrollment results will be for 2015. The debate continues as to the success of the law and the future of health care in the U.S. What’s the future of the individual market and employer group insurance? How has Medicare been affected? Can Medicaid handle the huge enrollment numbers? Join us for an informative and spirited discussion. Stocks and ETFs SIG, Saturday, January 10, 2015, 1:15-2:15 p.m. (after the chapter meeting). Contact: Beatrice Kenney, beakenney@yahoo.com, 480/406-8942. Same date and location as chapter meeting. Cost: None.
The goal of this SIG is to create smarter, better-informed, successful traders and investors through experiences with high-quality stock trading information. Independent traders and successful investors will present their methods and strategies of trading. Charting tools and tactics will help traders and investors profit from investments and trades. Investor psychology, portfolio strategies and handling potential losses are some of the subjects covered. We work closely with the Options & Analysis SIG. Vector Vest SIG, third Saturday of every month, 9:00 to 11:00 a.m. Contact: Eugene Almer, 602/300-4573. Location: Gloria Dei Lutheran Church, 3539 E. Stanford Dr., Paradise Valley, AZ 85253. Cost: $5
This SIG focuses on the use of the VectorVest system for equity investing strategies and market timing. Most meetings include a discussion of the current market conditions and what to expect in the month ahead using VectorVest tools, several educational presentations by members describing their experiences with various parts of the VectorVest System, and discussions and analysis of selected investment strategies and/or equities of interest to the members.
Investment Protection SIG, Saturday, January 10, 2015, 3:25 -4:25 p.m. (after the chapter meeting). Contact: Fred Artus, artusfred@gmail.com, 207/997-3657. Same date and location as chapter meeting. Cost: None Investment Protection SIG, Saturday, January 10, 2015, 3:25 -4:25 p.m. (after the chapter meeting). Contact: Fred Artus, artusfred@gmail.com, 207/997-3657. Same date and location as chapter meeting. Cost: None
The Investment Protection (IP) SIG focuses on wealth protection in perilous times. Foreseeable market volatility, inflation and other factors promise significant wealth destruction for the uninformed. Improved skills and strategies can help protect your portfolio and increase your wealth. The IP SIG will complement the fundamental work of the Stocks & ETFs SIG and the Options & Analysis SIG. Each SIG uses meetings and the electronic form to teach new skills. Brunch Bunch SIG, third Wednesday of the month, May through September, 10 a.m. to noon. Optional lunch. Contact: Dr. Joyce Morningstar, jmorningstar@dynamicwealthadvisors.com. Location: Dynamic Wealth Advisors, 8655 E. Via de Ventura, STE G-200, Scottsdale, AZ 85258. Cost: None.
Join us for lively discussions on current events in the financial world. We will learn from each other as we discuss sharing our experience and knowledge. The conversation continues for those who wish to go to lunch afterward. We welcome different viewpoints and participation from both experienced and new investors. |
