chapter logo

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 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.
The meeting location for the season is:

The Franciscan Renewal Center
5802 E. Lincoln Drive
Paradise Valley, AZ 85253
www.thecasa.org
MAP (pdf)
new! Annuities Slides from the January meeting.

NOTE: The new Health Care SIG meets next Saturday, Feb 11.

The February 11th Meeting is SOLD OUT. On-site Registration will be very limited or not available at all, depending on cancellations.
Chapter Meeting Fees

Please register in advance by mail for best ticket prices. Advance registration for individual meetings is $9 per person for members and family or $11 for guests.  All advance checks must arrive by the Wednesday prior to the meeting. After that, if space is available, on-site registration is $15 per person for all. SIG meetings are included at no additional cost. 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 cancellations will be accepted for season passes.

2011/12 Season Schedule

All Chapter meetings start at 9:00 a.m. with a social period and refreshments.

arrow February 11
Morningstar's Best Ideas for 2012 and Beyond
Christine Benz, Director of Personal Finance, Morningstar
Location: Father Owen Room
Advance Registration Closed
Main Session is SOLD OUT
arrow March 10
The Art of Profitable Income Investing
Kenneth Winans, President, Winans International
Location: Father Owen Room
Advance Registration Open
Click here for form.
arrow April 14
Using IBD to Maximize Your Profits
Tim Reazor, Director of IBD Meetup Education Program, Investor's Business Daily
Location: Father Owen Room

2011/12 Season Past Meetings


arrow January 14
Deciphering Annuities and Other Insurance Based Products
Joyce Morningstar, Senior Wealth Manager, Dynamic Wealth Advisors
Attendance: 92
Slides
arrow December 10
Untethered Bond Investing
Marilyn Cohen, Envision Capital Management
Attendance: 95
Slides
arrow November 5
Long-Term Care Planning: A Look at Trends, Options and Decision-Making
Adero Allison, PhD.D., Founder, Transitioning Adults plus
Attendance: 57
Additional Resources
Slides from the meeting (pdf).
National Association of Insurance Commissioners.
NAIC Guide (pdf)
arrow October 15
Master Limited Partnerships
Mary Lyman, Executive Director, National Association of Publicly Traded Partnerships
Attendance:75

ARCHIVE

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.