Take the Wealth-Building Challenge Online

Deciding how your allocation will be implemented and who is going to manage your portfolio is this month’s challenge. Go to www.aaii.com/learnandplan and click on “Challenge 4” for a video and information on the various types of investors and how they are categorized. Then, download a handy worksheet to help you think through the various considerations about how your portfolio will be managed and clarify the type of investor you are in terms of how portfolio decisions will be made.

Watch a Free Webinar

Recent events included:

• April 14: The Individual Investor Show: Virtue Stocks, Asset Allocation in Retirement and Investing in the Young
• April 21: How to Analyze a Fund Using AAII Tools

Stay tuned to www.aaii.com/webinars to register for upcoming webinars and access our full archive of webinar content, including show notes and presentation slides.

Join the Conversation at Our Investment Clubs

AAII investment clubs allow AAII to extend its mission “person to person” to individual investors by online program meetings and discussion that provide unbiased investment education in a social context. As a part of our growing community, AAII has launched five topic-based groups on Facebook:

These groups allow AAII members to connect with other members from across the country (and the globe) to discuss and share strategies. Learn more at www.aaii.com/community and sign up today to join the conversation!

Interested in leading these topics as a Club Expert? Want to help moderate the discussions as a Club Moderator? Email rreeh@aaii.com for more information on these two roles.

Attend a Local Chapter Digital Event

Did you know that AAII’s local chapters are hosting webinars across the country that offer the same quality speaker presentations as live programs? Here’s a sample of recent events.

The Research Triangle chapter hosted a presentation online from Alan Ellman, president of the Blue Collar Investor Corp. In “Using Both Covered Call Writing and Put Selling to Generate Monthly Cash Flow,” Elman discussed covered calls and the strategy behind them, how to sell cash-secured puts and how to put these strategies into one multi-tiered option-selling strategy.

The Los Angeles and San Diego chapters also hosted a joint “Family Day” event of webinars from father/son investment team Gatis and Grayson Roze. They covered investment truths and essential lessons to pass on to your kids, why the miracle of compounding is more important than your salary and how to pass the financial baton from one generation to the next.

Presentations like these, and more, are thanks to AAII’s local chapter leaders, who organize speakers and educational programs for area members, whether they are logging in from their neighborhood or around the world. Find out more about AAII’s local chapters at www.aaii.com/chapters and view the upcoming calendar of chapter webinars  at www.aaii.com/chapters/calendar.