The AAII Denver Chapter

» Upcoming Chapter Meetings:
Wednesday, June 29, 2016 »

Craig Porazinski, Trading Solutions Regional Manager, Charles Schwab

"Technical Strategies for Traders "


» Past Chapter Meetings:

Tuesday, March 22, 2016
"What to Expect From the Stock Market Now "
Matthew D. McCall, Founder and President, Penn Financial Group LLC
Monday, February 22, 2016
"How to Use Options for Profit, Income and Protection "
Don Morris, N.Reese, M. Rauschkolb, D. Cassidy,
Thursday, January 21, 2016
"Stock and Bond Market Outlooks for 2016"
Several Panelists, Including chapter officers and Special Interest Group leaders
Monday, November 23, 2015
"REITs: Don’t Fear Them, Own Them"
Brad Thomas, Author, Forbes Real Estate Investor
Monday, October 26, 2015
"Oil: Where are We Headed, and Best Investment Strategies"
Scott Hudson, President, Map Production Co.
Thursday, September 24, 2015
"Planning Ahead: MRDs, What Assets to Spend, How to Save on Taxes"
Matt Klaess, Founder and President, Paradigm Group
Monday, August 31, 2015
"The Economy: Big Picture and Current Issues"
Jim Kneser, Lecturer, Academy for Lifelong Learning
Saturday, July 11, 2015
"Municipal Bonds: Updated Major Insights"
Alan Willenbrock, CFA, Financial Adviser, Morgan Stanley Wealth Management
Donald Cassidy, Vice President and Program Chair, AAII Denver Chapter

"Closed-End Funds: Should You Own Some?"
Doug Diederich, Retired Engineer, Full-Time Investor

Monday, June 22, 2015
"Point & Figure and Other Key Disciplines for Profit"
Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors, LLC
Monday, May 18, 2015
"Covered Call Writing for Income, and More Options Strategies"
Alan Ellman, President, The Blue Collar Investor Corp.
Thursday, April 9, 2015
"What I’ve Learned Working Both Sides of Wall Street"
Jonathan Clements, Journalist, The Wall Street Journal
Tuesday, March 17, 2015
"How You and Family Can Avoid Investment Frauds"
Betsy Wills, Esq., Principal, Wills Law Firm, LLC
Thursday, January 29, 2015
"Stocks in 2015: Looking at Possibilities From Many Angles "
Andre Ratkai, CFA, President, Praxis Advisory Group
Mark Paller, President, Paller Financial Services
Donald Cassidy, President, Retirement Investing Institute
Monday, December 15, 2014
"Outlook for the Bond Market: 2015"
Christopher G. Dunmall, CFA, Senior Portfolio Manager for Fixed-Income Investments, Colorado PERA
Monday, November 17, 2014
"It’s NOT Rocket Science; You CAN Do This!"
Nancy Tengler, President, Financial IQ Training Services LLC
Monday, October 20, 2014
"How to Outperform by Surfing Sectors"
Scott Juds, Founder and President, SumGrowth Strategies
Thursday, September 18, 2014
"Strategies for Pursuing Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar, Inc.
Wednesday, August 13, 2014
"The Little-Known World of Micro-Cap Value Investing "
Jon Tesseo, Vice President, Denver Investment Advisors
Saturday, July 19, 2014
"How to Determine Major Market Tops and Bottoms "
Bryan Johnson, Publisher, Moon Run Report

"Using Greenblatt’s Formula to Find Great Dividend Payers"
Ric Denton, Practitioner, Greenblatt’s Magic Formula

Monday, June 23, 2014
"Why You Should Still Be Solidly Bullish"
Kurt D. Cambier, CFP, ChFC, Partner, Centennial Capital Partners


No charge to attend metro-Denver SIGs. Topic/Date/Place info for all SIG events is listed at

Book Discussion Group
Next meeting: July 7.
Reading: TBD
May attend without reading the book! Englewood Library, Perrin Room, 6:30 p.m.

Monday Breakfast Group
Denise Zoros
Next meeting: July 11.
Topic: See chapter Web page for topic.
Broken Tee Golf Club, 2131 West Oxford, Englewood.
Second Mondays, 7-9 a.m.

Trading & Technical Analysis Group
Warren Cramer
Next meeting: July 13.
Topic: TBD
Englewood Library, Perrin Room, 6:30 p.m.

Boulder Group
Clint Heiple

Tuesday Breakfast Group
Mike Rauschkolb
Next meeting: July 5.
Topic: TBD
The Egg & I, Lakewood.
1st Tuesdays, 7-9 a.m.

Colorado Springs Group
Mike Cather
John Meredith
Next meeting: July 26.
Topic: TBD. Watch the AAII Denver Chapter Calendar.
Colorado Springs Senior Center, 1514 Hancock St.