| SCHEDULE |
SPECIAL INTEREST
GROUPS |
CONTACTS |
|---|
| OPTIONS
and ANALYSIS SIG |
AAII
STOCK SCREEN SIMULATIONS SIG |
PERSONAL
FINANCE & POST-RETIREMENT PLANNING SIG |
HEALTHCARE
REFORM and MEDICARE SIG |
INVESTMENT
PROTECTION SIG |
ESTATE
PLANNING & ADMINISTRATION SIG |
| Participants will
benefit from a combination of tutorial presentations and
active discussions. Participant experience ranges from
initial learning to active traders. We work closely with
the AAII Stock Screen Simulations and Investment
Protection SIGs. We will meet every third Saturday of the month during the summer: May 18, June 15, July 20, Aug 17, Sept 21. Noon - 5 p.m. at Denny's 48th St. Tempe. (Click here for location & directions). Subject to availability, check first. During the summer we will meet in rotation shown below * Moderator: Lowell Carty |
The goal of this SIG is to familiarize members with
the wide range of stock strategies and investment
approaches provided by AAII. We will study fundamentals, dividend yields, earnings growth etc. to assess the WHAT to buy or sell, and use various technical signals to assist us with the WHEN to buy or sell a specific stock. Our astute members are encouraged to bring ideas to discuss. This SIG will also be utilizing strategies to derive income on holdings by using calls and puts if/when appropriate. We work closely with the Options and Analysis and Investment Protection SIGs. During the summer we will meet in rotation shown below * Moderator: Karen Kamenir |
Due to greater uncertainties, financial planning
after retirement becomes more challenging. We all
want to make good decisions. Where most investors
get into trouble is not in their intent, it's in their
emotions and habits. The SIG's focus is educating
members how-to make informed financial decisions which are
in their best interest. Our group welcomes different
viewpoints and participation from both experienced and new
investors. Moderators: Urban Adams, Joyce Morningstar |
A new administration will take
office Jan 20th . Health Care has been a top priority
during the election. Depending on whether the Senate is
Democrat or Republican will determine what changes in
healthcare will be possible to make. The Georgia runoff
will decide the outcome on Jan 5th. We’ll know when we
meet in January. In the next couple of years will it be
Medicare For All, an expansion of ObamaCare, or, the
status quo. We’ll discuss the potential changes to our
health care system and its effect going forward. More
competition in the drug industry, congressional
legislation and presidential executive orders could mean
lower drug prices. Much more to talk about. Join us for an informative and spirited discussion. Moderator: Allan Zee |
Focuses on wealth
protection in perilous times, imparting improved skills
and strategies to help protect your portfolio and
increase your wealth. Complements the fundamental work
of the AAII Stock Screen Simulations and Options &
Analysis SIGs. We will meet every third Saturday of the month during the summer: May 18, June 15, July 20, Aug 17, Sept 21. Noon - 5 p.m. at Denny's 48th St. Tempe. (Click here for location & directions). Subject to availability, check first. During the summer we will meet in rotation shown below * Moderator: Clark Mills |
There are many
misconceptions surrounding estate planning and estate
administration. This SIG will help sort the truth from
fiction by focusing on various estate planning and
administration topics, including using trust-based
estate plans to plan for incapacity and death; advance
health care directives; using powers of attorney;
differences in probate and trust administration; and how
to organize your affairs to aid in efficient and
cost-effective administration of your estate. Moderator: Kristel K. Patton. |
|
* Summer SIG |
May.15 |
June.19 |
July.17 |
Aug.21 |
Sept.18 |
|
9:30 - 10:30 |
Karen |
Clark |
Lowell |
Clark |
Clark |
|
10:30 - 11:30 |
Clark |
Lowell |
Karen |
Karen |
Lowell |
|
11:30 - 12:30 |
Lowell |
|
Clark |
Lowell |
Karen |