AAII Phoenix Chapter

AMERICAN ASSOCIATION of INDIVIDUAL INVESTORS PHOENIX CHAPTER

NEXT MEETING	SPECIAL INTEREST GROUPS	CONTACTS

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

MEETINGS ARE HELD EVERY SECOND SATURDAY OF THE MONTH FROM OCTOBER TO APRIL.

We hope you attend our Chapter and SIG meetings. Please note that we are meeting at a new Scottsdale location this season. Also, we now have five Special Interest Groups [SIG’s] for you. The Phoenix Chapter is an all volunteer group. Fees are charged to cover expenses only, we are a non-profit educational group.

The new meeting location for the 2009/10 season is:

Franciscan Renewal Center
5802 E. Lincoln Drive
Scottsdale, AZ 85253
www.thecasa.org
MAP (pdf)

2009/10 Chapter Meeting Fees and Schedule:

All Meetings start at 9:00 a.m. with a social period and refreshments. Please register in advance by mail for best ticket prices. Meeting fees are UNCHANGED for 2009/10. Advance registration for individual meetings is $9 for members and family or $11 for guests. All advance checks must be received by the Wednesday prior to each meeting to receive the discount. On-site registration is $15 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 cancellations will be accepted for season tickets.

February 13
Estate Planning
Kevin Wick, Attorney, Davis Miles, PLLC
Location: Father Owen Room

Advance Registration Open
Checks must be received by Feb 10th.
Click here for Registration form (pdf)

March 13
How to Invest Now for Income Without Losing Your Principal
Don Cassidy, President, Retirement Investing Institute
Location: Piper Hall

April 17
Investment Strategy in Volatile Markets
Carl Birkelbach, Chairman and CEO, Birkelbach Investment Securities
Location: Father Owen Room

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

2009/10 Season Past Meetings

January 9
Bond Investing in Our Crazy New World
Marilyn Cohen, President, Envision Capital Management
Attendance: 98

December 12
How to Protect Your Assets from an Attorney Like Me
Kevin Fine, Attorney, Davis Miles, PLLC
Attendance: 66

October 10
How to Use China's Recovery to Recover Your Wealth
Robert Hsu, President, Absolute Return Funds
Attendance: 94

November 14
Discover Why Indexing Strategies Will Lag and How Stock-Picking Will Deliver Excess Portfolio Profits for the Next 2-5 Years
Paul Rabbitt, CEO Rabbitt Capital Management LLC; CEO/Editor, Rabbitt Analytics Ltd
Attendance: 90

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.

Web 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.