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AMERICAN ASSOCIATION of INDIVIDUAL INVESTORS PHOENIX CHAPTER

SCHEDULE
SPECIAL INTEREST GROUPS
CONTACTS

The Phoenix Chapter welcomes both our full time and winter residents to informative and varied financial presentations.

MEETINGS ARE HELD MONTHLY ON A SATURDAY (9 a.m. to 4:30 p.m.) FROM OCTOBER TO APRIL.

We hope you will attend our Chapter and Special Interest Group (SIG) meetings. The Phoenix Chapter is an all-volunteer non-profit educational group. Fees are charged to cover expenses only and are unchanged for this season (the 18th year that we have held costs at this level).

The meeting location for the winter season is:

The Jewish Community Center,
12701 North Scottsdale Road,
Scottsdale, AZ 85254

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LATEST NEWS

Three of the Special Interest Groups will meet during the summer. Click Here for details.

Chapter Meeting Fees

Passes for next season will go on sale in September. Please register in advance by mail for best ticket prices. Season Passes for all 7 days are $49 per-person for members and family members, or $63 each for guests. Advance day passes are $9 per person for members and family or $11 for guests.  All advance checks, made out to 'AAII', must arrive by the Wednesday prior to the meeting. After that, if space is available, on-site registration is $15 per person for all. Mail checks to the Registrar. We do not accept cards. Cancellations, by e-mail or phone, will be accepted up to the Wednesday prior to the meeting. No refunds for season passes.

2018/19 SEASON SCHEDULE
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October 13       
Nancy Tengler, Chief Investment Officer
Heartland Financial USA
Fiscal Policy, Monetary Policy and Economic Growth
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November 10   
Kristel Patton, Counselor at Law
Empowered Legacy Planning
TBA
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December 8       
Peter Miller
Independent Market Analyst
Predicting Market Trends
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January 12
Marilyn Cohen, Founder and CEO
Envision Capital Management
A New Fed Head, A New Tax Code: How Each Has Affected Bonds
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February 9
Janet Brown, President
FundX Investment Group
TBA
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March 9
Rob Bernstein, President
RCB Capital Group LLC
Seeking Reasonable Returns while Reducing Risk
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April 13
Kristen Scaletta, Communications Manager
National Futures Association
Avoiding Fraud is Your Best Money Strategy


2017/18 PAST MEETINGS
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April 7th
Wade Slome, Founder and President
Sidoxia Capital Management
The Politics and Religion of Investing: How to Find Value in a Maturing Bull Market
Attendance 78
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March 3rd
Dr. Alan Ellman, President
Blue Collar Investor Corp.
Covered Call Writing to Generate Monthly Cash Flow
Attendance: 81


Slides
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February 3rd
Lori Schock. Director of Office of Investor Education and Advocacy
U.S. Securities and Exchange Commission
Regulatory Update from the SEC
Attendance: 59


Slides

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January 13th
Ed Barsano, CEO/Founder
CoolTrade, Inc.
Robotic Stock Trading: So Simple, Yet, So Powerful
Attendance: 82
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December 9th     
Ron Kaliebe, Senior Vice President and Director of Fixed Income
Mairs and Power Funds
Why Regional Investing & A Balanced Approach Can Work In Your Retirement
Attendance: 49

Slides
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November 4th  
Russ Wiles, Financial Columnist
Arizona Republic
Becoming a better investor and money steward in an age of financial complexity, financial illiteracy and fake news
Attendance: 68


Slides
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October 14th       
Louis A. Silverman
Certified Specialist in Estate and Trust Law
Recent Changes in Federal Tax Law that Impacts Estate Planning
Attendance:  80

Slides

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CHAPTER MISSION STATEMENT

AAII local chapters, grassroots organizations led by volunteer AAII members, allow AAII to extend its mission "person to person" to individual investors in their own communities by programming meetings that provide unbiased investment education in a social context.


asu logoWeb site hosted by Arizona State University. The opinions expressed here are not necessarily those of ASU, the AAII-Phoenix Chapter or AAII, whose only intent is to provide a background for the understanding of investment theory and practice.