||SPECIAL INTEREST GROUPS
location for the winter season is:
The Jewish Community Center,
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.
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.
Louis A. Silverman
Certified Specialist in Estate and Trust Law
Recent Changes in Federal Tax Law that Impacts Estate Planning
Russ Wiles, Financial Columnist
Becoming a better investor and money steward in an age of financial complexity, financial illiteracy and fake news
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
Ken Beckrich, Founder and President
On-Line Trading Academy
Trading without Fundamentals or Indicators
Lori Schock. Director of Office of Investor Education and Advocacy
U.S. Securities and Exchange Commission
Regulatory Update from the SEC
Dr. Alan Ellman, President
Blue Collar Investor Corp.
5 Techniques to Generate Cash Flow and Buy Stock at a Discount
Ed Barsano, CEO/Founder
Robotic Stock Trading: So Simple, Yet, So Powerful
Marilyn Cohen, CEO
Envision Capital Management
Let the Bond Autopsy Begin
| March 11th
Dr. Joyce Morningstar, Senior Wealth Manager
Dynamic Wealth Advisors
Navigating a World in Transition - Challenges and Opportunities
Click Below for Referenced Reports:
Peter Peterson Foundation infographic "Why Long Term Debt Matters"
"Diminishing Returns: Why Investors May Need to Lower Their Expectations" by McKinsey Consulting
"After G Zero", study by Eurasia Group for the IMF reviewing major changes in geopolitics
IMF's World Economic Outlook for 2017
Solutions to US Debt, PPF's summary of proposals by 5 well-respected "thinktanks"
Mike Turner, President and Portfolio Manager
Turner Capital Management
Riding Bulls and Killing Bears
Janet Brown, President and Managing Editor
FundX (DAL) Investment Group and NoLoad FundX
How to Make Money and Make a Difference
Fred Richards, President and Editor
Adrich Corporation and Strategic Investing
There is Always Opportunity!
Colin C. Grover, Director of Advisory Services & Strategy
Anthony R. Watson, Director of Oversees Portfolio Management & Trading Operations
Charting your own course toward your financial goals: Navigating the marketplace for Financial Advice and the case for a Passive Investment Management approach
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