Austin Chapter Future Meetings
Mark Your Calendar!

Monday, October, 27, 2014
Speaker: Dr. Alan Ellman
Topic: The Blue Collar Investor

Monday, November 17
Topic: Annuity Truths From a National Expert
Speaker: Stan “The Annuity Man” Haithcock

Monday, December 15
Topic: Barron’s Market Week Data Analysis
Speaker: Peter Miller, statistics director, Barron’s

The AAII Austin Chapter presents...

"New Crowdfunding Regulatory Changes"

    Discussed by:

    Lori Schock

    Director of Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission

Lori Schock will discuss regulatory changes affecting individual investors, including the Jumpstart Our Business Startups Act (JOBS Act). The JOBS Act establishes the foundation for a regulatory structure for startups and small businesses to raise capital through securities offerings, using the Internet through crowdfunding.

Attend This Meeting and Learn...
About rule changes that affect venture capital and wealthy investors
How Title III of the JOBS ACT and crowdfunding work together
About new types of investment platforms

"AAII Materials, Methods and Resources"

    Discussed by:
    David Fischer, Robert Luedtke, Brent Torgrimson
    Discussion Leaders, AAII Austin Chapter

In this presentation, leaders of our AAII Materials, Methods and Resources subgroup will describe AAII’s materials and resources for investor education. They will go over the offerings that come with membership, such as access to stock screens and model portfolios, as well as fee-based offerings such as Stock Investor Pro, the Computerized Investing e-newsletter, and the AAII Dividend Investing report. The group leaders will also discuss problems and successes that members have had with these resources. This meeting will take place before the main presentation at 5:30 p.m. and includes free sandwiches and time to socialize.

Attend This Meeting and Learn...
About the MMR Group’s plans for monthly and biweekly meetings
About the successes and problems that fellow members have had
How you can contribute ideas and discussion points to the group

Monday, September 29, 2014
5:30 p.m.    AAII Materials Group Kick-Off and Presentation
6:30 p.m.    Registration/Social
7:00 p.m.    Lori Schock
8:30 p.m.    Q&A
RedBud Center - LCRA Complex
3601 Lake Austin Blvd
Easy off, easy on the MoPac at Enfield exit West. It’s on Lake Austin near the Hula Hut.
Austin, TX
[ Map This Location ]
At the Door
Everyone, free
Donations accepted from time to time.
Please RSVP to if you will be at the 5:30 p.m. meeting.
  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.


Retirement Planning
Sean Ziari,

Options and Trading
Alex Colson,

Health and Care Plans
Lou Annacone,

NEW! AAII Materials, Methods and Resources
Lou Annacone,
This new subgroup will present a topic prior to each regular Chapter meeting each month.

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