Milwaukee Chapter Future Meetings
Mark Your Calendar!

Thursday, October, 16, 2014
Speaker: Bart A. DiLiddo, VectorVest
Topic: TBD

Thursday, November 20, 2014
Topic: TBD
Speaker: Kevin Spellman, director of the Investment Management Certificate Program, University of Wisconsin-Milwaukee

Saturday, January 17, 2015
25th Annual Midwinter Retreat

The AAII Milwaukee Chapter presents...

"Exit Strategies for Covered Call Writing: Increasing Returns to the Highest Levels"

    Discussed by:

    Alan Ellman
    President, The Blue Collar Investor Corp.

This presentation by Dr. Alan Ellman will include a brief review of covered call writing and then a detailed analysis of all management techniques that will take your profits to the highest possible achievable levels. The topics will include events requiring exit strategy execution, core principles related to covered call writing exit strategies, exit strategy choices and examples prior to expiration. Ellman will also cover managing stocks that have gapped down, using multiple exit strategies in the same month and managing the early exercise of options. To best prepare for this meeting, attend the session in Madison on September 17 or take the free Beginners Corner tutorial explaining covered call writing at http://www.the

Attend This Meeting and Learn...
Core principles related to covered call writing exit strategies
A conservative strategy to earn monthly cash income from your portfolio
Events requiring exit strategy execution

Thursday, September 18, 2014
6:00 p.m.    Registration/Cash Bar/Refreshments/Social
7:00 p.m.    Program
Midway Hotel
1005 S. Moorland Rd.
Brookfield, WI
[ Map This Location ]
In Advance (by 9/16)
AAII Members and Family, $15/person; Non-members,
Students, $10/person
At the Door space permitting
Everyone, $20/person
No Refunds

  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.


Madison Subgroup
Contact: Jared Bessert, 608/298-9008,
Date/Time: Wednesday, September 17, 2014, 6:00 p.m. (check-in begins at 5:30 p.m.)
Topic: “Covered Call Writing to Generate Monthly Cash Flow”
Speaker: Dr. Alan Ellman, president of the Blue Collar Investor Corp.
Dr. Alan Ellman will present an easyto-understand approach to mastering covered call writing. The strategy, geared to the average retail investor, combines buying stocks and selling options within a conservative, well diversified portfolio. You will learn how to take control of your financial future by generating monthly cash flow. Ellman’s seminar takes the mystery out of a strategic investment approach that is conservative enough for the U.S. government to approve its use in your self-directed IRA accounts. Upcoming meetings: October 15 and November 19, 2014

LOCATION: Sequoya Branch of the Madison Public Library, 4340 Tokay Blvd., Madison, WI, 53711, 608/266-6385. The new Sequoya Branch of the Madison Public Library is located in the Midvale Shopping Center, about halfway between the Beltline and University Avenue. Enter the library from either Tokay Blvd. or from the center’s parking lot.

Cost: Free and open to the public.

BROOKFIELD SUBGROUP (formerly Mutual Fund Subgroup)
Contact: Scott Berg, 262/ 893-7268
Date/Time: Wednesday, September 24, 2014, 7:00-8:30 p.m.
LOCATION: Brookfield Public Library, Harnischfeger Room, 1900 N Calhoun Rd, Brookfield, 262/782-4140. The Milwaukee Mutual Fund (MMFG) changed its name to The Brookfield Group, and its focus as an investment study group for the personal investor. The Brookfield Group discusses investment topics and news. The format includes presentations, review of financial news articles and round table discussions. Lively conversation with fellow attendees is encouraged! Meetings start at 7:00 p.m. and last for about an hour. Future meeting date is October 22. There will be no November or December meetings. Refer questions to Scott Berg, 262/893-7268 or

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