The AAII Portland Chapter presents...

"A Financial Crisis Road Map: Looking Back to Look Forward"

    Discussed by:

    Brian J. Adams, Ph.D
    Associate Professor of Finance, University of Portland’s Pamplin School of Business

In this presentation, Brian Adams will look back at the most recent financial crisis, how it affected the economy and financial markets and its potential impact going forward.

Attend This Meeting and Learn...
The difference between monetary and fiscal policies and how they are used to stimulate an economy
About asset bubbles and how the housing bubble affected the economy and the markets in 2008
The banking industry’s role in the 2008 crisis and changes since then

"Status of the Federal Tax Law"

    Discussed by:
    Ron Jones
    AAII Portland Board Member

Ron will discuss what the U.S. Congress has approved for 2013 tax laws and what may be coming for 2014. His discussion will help attendees in preparing for end-of-year tax planning and actions you may wish to consider before 2013 ends and it is too late.

Attend This Meeting and Learn...
Which deductions remain in the law for 2013, and which have expired
Which tax law changes are new for 2014, and which are still pending
What you need to do—or avoid doing—before 2013 ends

Saturday, November 16, 2013
8:40 a.m.    Registration/Social
9:00 a.m.    Program
9:00 a.m.–10:00 a.m.    First Speaker
10:20 a.m.–12:00 p.m.    Second Speaker
Sheraton Portland Airport Hotel
8235 NE Airport Way
Portland, Oregon
[ Map This Location ]
In Advance (Postmarked by 11/13), Everyone, $15/person
Or, register online by midnight 7/14 at

At the Door (space permitting), Everyone, $20/person
No Refunds
Registrants may order one DVD of the meeting for personal use only for an additional $5 fee. Contact Janice Walters,

Pay Online
  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.


AAII Investment Discussion Group
Contact: Ronald Jones, Discussion Group Chairperson,
This session is scheduled for January.

Conversations About Investing SIG
Contact: Sr. Rene’ Foster,
The CAI meetings are held the first Tuesday of each month from 7:00 to 8:45 pm at Terwilliger Plaza Retirement Center, 3545 Terwilliger Blvd, Portland, OR. If you like discussing information and opinions about financial matters, the economy or investing topics, contact Sr. Rene’ Foster to receive the monthly email notice, which has the agenda and other information.

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