The AAII Columbus Chapter

» Upcoming Chapter Meetings:
Wednesday, December 14, 2016 »

Tom Davison Ph.D., Partner Emeritus, Summit Financial Strategies; Blogger,

"Reverse Mortgages: Home Equity Loans Designed for Retirement "


» Past Chapter Meetings:

Wednesday, November 9, 2016
"Exchange-Traded Products: Facts, Myths, Pros & Cons "
Ian Abbott, Owner, Abacus Financial Services
Wednesday, October 12, 2016
"Overview and Update of Ohio Oil and Natural Gas "
Shawn Bennett, Executive Vice President, Ohio Oil and Gas Association (OOGA)
Wednesday, September 14, 2016
"Economic & Financial Market Update "
Ben Ayers, Senior Economist, Nationwide Insurance
Wednesday, May 11, 2016
"Effects of Psychology on Investors "
Doug Smith, President, AAII Columbus Chapter
Wednesday, April 13, 2016
"Charitable Giving and How Community Foundations Help "
J. Bradley Britton, Director of Planned Giving and General Counsel, The Columbus Foundation
Wednesday, March 9, 2016
"Institutional Tools Emerging for the Retail World "
Christopher Schumacher, CFP, Managing Partner and CFO, The Schumacher Group
Wednesday, February 10, 2016
"How to Keep Your Retirement Funds from Expiring Before You Do"
Roger Blackwell, Ph.D., Retired Professor, Ohio State University
Wednesday, January 13, 2016
"How to Make Money in Stocks in Good Times or Bad"
Doug Smith, President, AAII Columbus Chapter
Judy Hirschfeld, Vice President, AAII Columbus Chapter
Wednesday, December 9, 2015
"Residential Real Estate Sales and Regulations in 2015"
Phil Giessler, Realtor and Owner, Cam Taylor Co. Ltd. Realtors
Thursday, November 5, 2015
"Current National and Regional Economic Outlook"
Jessica Ice, Research Analyst, Federal Reserve Bank of Cleveland
Wednesday, October 14, 2015
"Death in the Digital Age: Are you ready for it?"
John S. Jones, Solo Practice Attorney-at-Law, Worthington, Ohio
Thursday, September 17, 2015
"An Investment Game-plan review for Coping with Uncertain Markets"
Douglas C. Smith, The Douglas C Smith Company, LLC
Wednesday, May 13, 2015
"Intrinsic Value Investing"
Jason Downey, CFA, Co-Director of Research and Research Analyst, Diamond Hill Capital Management, Inc.
Wednesday, April 8, 2015
"Proven Portfolios That Beat the Market"
George Dagnino, Ph.D., Chairman, Peter Dag Strategic Money Management, Inc.
Wednesday, March 18, 2015
"American Electric Power and the Changing Utility Industry"
Bette Jo Rozsa, Managing Director of Investor Relations, American Electric Power
Wednesday, February 11, 2015
"Tax-Efficient Investing"
Matt Estep, CFP, Vice President and Regional Planning Consultant, Fidelity Investments
Wednesday, January 21, 2015
"Long-Term Care Options: Their Evolution and What It Could Mean for You and Your Loved Ones"
Isao Shoji, CFP, CLTC, Financial Advisor/Senior Vice President. The Schumacher Group, a financial advisory practice of Ameriprise Financial
Wednesday, December 10, 2014
"The Financial Fallout of Divorce and How to Protect Yourself"
Donald Morris, Donald Morris Financial Adviser, Raymond James Financial Services
Thursday, November 6, 2014
"How to Avoid Bear Markets and Catch a Bull"
Ian Abbott, Owner, Abacus Financial Services
Wednesday, October 8, 2014
"Predatory Trading: The High-Frequency Trading That Inspired “Flash Boys”"
W. Phil Ratcliff, CFP, ChFC, President, Rebel Financial LLC
Wednesday, September 10, 2014
"Knowing Sir John Templeton"
Sir Alan K. Mooney, Principal, Mooney Wealth Advisory, Inc.
Wednesday, May 14, 2014
"Auditing Stockbrokers"
Tom Atzberger, Compliance Counsel, Alan K. Mooney’s Money Foundation think tank
Wednesday, April 16, 2014
"Dynamic Global Strategies for Intelligent Investing"
Brial Wissman, Vice President and Branch Manager Columbus, Charles Schwab
Tim Kohn, Managing Director, Windhaven Investment Management Division, Charles Schwab
Wednesday, March 19, 2014
"Using Metrics to Forecast Stock Market Crashes"
Bryan Johnson, President, Moon Run Report
Wednesday, February 12, 2014
"Fidelity Market Analysis, Research and Education Presents 2013 Market Update"
Matt Estep, CFP, Vice President and Regional Planning Consultant, Fidelity Investments
Wednesday, January 15, 2014
"Understanding the Basics of Stock Options"
Christian Tharp, Chartered Market Technician, Columbus Stock Coach LLC
Wednesday, December 11, 2013
"Year-End Portfolio Tune-up and Preparing for 2014"
Max Larsen, Founder and President of Future Finances, Inc.

  Special Interest Groups (SIGs)


Computerized Investing
Information: James Hapner, 614/823-8625
Meets 9:00 a.m. to 11:00 a.m. on the second Saturday of each month from September through May.   Panera Bread at Mill Run, 3625 Fishinger Boulevard, Hilliard, OH.  Directions: or call Panera Bread at 614/ 876-9900.

Individual Stocks and Mutual Funds
Information: Doug Smith, 614/885-1480
 Meets 9:00 a.m. to 11:30 a.m. on the fourth Saturday of each month at the lower level of Park Bank, 7140 North High St., Worthington, OH.