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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 next season (the 17th 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

MAP


LATEST NEWS

AAII Phoenix is on Summer Break. Some Special Interest Groups Continue to Meet in Summer.
Registration for Next Season Opens Sept 15th. See schedule below.
Chapter Meeting Fees

Tickets for next season go on sale Sept 15th. Please register in advance by mail for best ticket prices. Season Passes (7 meetings) are $49 per person for AAII Members and family. Guest Season passes are $63 per person. 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.

2017/18 SEASON SCHEDULE
Arrow
October 14th       
Louis A. Silverman
Certified Specialist in Estate and Trust Law
Recent Changes in Federal Tax Law that Impacts Estate Planning
Arrow
November 4th  
Russ Wiles, Financial Columnist
Arizona Republic
Financial Tips and Strategies
Arrow
December 9th     
Ron Kaliebe, Senior Vice President and Director of Fixed Income
Mairs and Power Funds
TBA
Arrow
January 13th
Ken Beckrich, Founder and President
On-Line Trading Academy
Trading without Fundamentals or Indicators
Arrow
February 3rd
Lori Schock. Director of Office of Investor Education and Advocacy
U.S. Securities and Exchange Commission
Regulatory Update from the SEC
Arrow
March 3rd
Dr. Alan Ellman, President
Blue Collar Investor Corp.
5 Techniques to Generate Cash Flow and Buy Stock at a Discount
Arrow
April 7th
Ed Barsano, CEO/Founder
CoolTrade, Inc.
Robotic Stock Trading: So Simple, Yet, So Powerful



2016/17 PAST MEETINGS
Arrow
April 8th
Marilyn Cohen, CEO
Envision Capital Management
Let the Bond Autopsy Begin
Attendance: 114

SLIDES
Arrow
February 4th
Mike Turner, President and Portfolio Manager
Turner Capital Management
Riding Bulls and Killing Bears
Attendance: 109
Arrow
January 14th
Janet Brown, President and Managing Editor
FundX (DAL) Investment Group and NoLoad FundX
How to Make Money and Make a Difference
Attendance: 78


SLIDES

Arrow
December 3rd       
Fred Richards, President and Editor
Adrich Corporation and Strategic Investing
There is Always Opportunity!
Attendance: 95
Arrow
November 5th   
Colin C. Grover, Director of Advisory Services & Strategy
Anthony R. Watson, Director of Oversees Portfolio Management & Trading Operations
Portfolio Solutions                   
Charting your own course toward your financial goals: Navigating the marketplace for Financial Advice and the case for a Passive Investment Management approach
Attendance: 94
Arrow
October 15th       
Scott Juds, Founder and President
Sum Growth Strategies
Part I - True Sector Rotation Made Simple and Practical
Part II - Addressing the Seven Faces of Risk

Attendance: 95

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.