The AAII Phoenix Chapter presents...

"Long-Term Care Planning: A Look at Trends, Options and Decision-Making"

    Discussed by:

    Dr. Adero C. E. Allison
    Founder, Transitioning Adults plus

This presentation will look at the issues faced by the growing number of boomers and seniors in the U.S. The process financial planners use to work with individuals will be used as a comparison model for the process used by care managers in general and by Transitioning Adults plus specifically.

Saturday, November 5, 2011
9:00 a.m.    Registration/Social/Refreshments
9:30 a.m.    Program
11:00 a.m.    Q&A
Franciscan Renewal Center
5802 E. Lincoln Dr.
Scottsdale, AZ 85253
[ Map This Location ]
In Advance (by 11/2)
AAII Members, Member’s Family, $9/person; Nonmembers,
At the Door space permitting
Everyone, $15/person
Refunds To cancel and receive a refund, email Roger Carter,, at least three days before the meeting date.
See registration form for Season Pass information.

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.

Personal Finance and Post-Retirement Planning SIG, Saturday, November 5, 2011, 12:00 to 2:00 p.m. (after the chapter meeting). Contact: Dr. Joyce Morningstar, Same date and location as chapter meeting. Cost: None.
Due to greater uncertainties, financial planning after retirement becomes more challenging. So we’ve combined our two related SIGs into a two-part educational session on financial planning, with an emphasis on investing for income during the second hour. We’ll also discuss the impact of current events in the financial world as we learn from each other by sharing our experience and knowledge. Our group welcomes different viewpoints and participation from both experienced and new investors.

Traders, Investors and Analysis SIG, Saturday, November 5, 2011, 1:16 to 3:30 p.m. (after the chapter meeting). Contact: Rick Climie, Same date and location as chapter meeting. Cost: None.
No one is as concerned about your wealth as you (or your spouse). All AAII meeting participants are invited to improve their wealth building and management skills in the TIA activities. You will benefit from a combination of tutorial presentations and active discussions. These span investing for core portfolio growth to trading stocks and options for monthly income. The depth ranges from active portfolio managers and traders to those just starting to take charge of their investments. This includes oversight for professional managers. You will develop tools ranging from techniques for managing personal psychology to technical analysis. We will look at everything from holding GE to a weekly option on Apple. You are welcome to join our quest to combat the unprecedented market changes and uncertainties.

Vector Vest SIG, Saturday, October 8, succeeding meetings are on the second 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: None.
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. For further information call 602/300-4573.

Brunch Bunch SIG, third Thursday of the month, May through September, 10:00 to 11:00 a.m. Optional lunch somewhere on Mill Avenue afterward. Contact: Dr. Joyce Morningstar, Location: Davis Miles PLLC Law Firm, 80 E Rio Salado Parkway, 4th Floor, 85081. Cost: None.
Join us for lively discussions on current events in the financial world. We’ll learn from each other as we discuss different viewpoints, sharing our experience and knowledge. And the conversation continues for those who wish to go to lunch at afterward. We welcome different viewpoints and participation from both experienced and new investors.

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