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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 15th year that we have held costs at this level).

The meeting location for the winter season is:

The Franciscan Renewal Center
5802 E. Lincoln Drive
Paradise Valley, AZ 85253

www.thecasa.org
MAP (pdf)


LATEST NEWS

HEAVY PRE-REGISTRATION for Feb 6th - There will not be room for On-Site Registrations.

Brian Nelson's Slides from January

Alan Snyder's Slides from December
Chapter Meeting Fees

Please register in advance by mail for best ticket prices. 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 cancellations will be accepted for season passes.

2015/16 SEASON SCHEDULE




Arrow
February 6th
Christine Benz, Director of Personal Finance       
Morningstar
7 Keys to a Successful Retirement Plan
Location: Piper Hall [Garces/Serra]

Advance Registration CLOSED

On-Site Regitration UNAVAILABLE
due to heavy Advance Registration
Arrow
March 5th
Wayne Connors, Founder,
RetirementInvestor.com
The Simplest Way to Increase your Portfolio’s Performance
Location: Father Owen Room

Advance Registration OPEN

Click HERE for form
Arrow
April 16th
Jim Gentrup, Portfolio Manager
Val Vesta Capital Management
Lessons from a Veteran Small-Cap Portfolio Manager
Location: Piper Hall [Garces/Serra]

2015/2016 PAST MEETINGS
Arrow
January 2nd
Brian Nelson, President       
Equity Research, Valuentum Securities
Value-Focused Momentum-Based Dividend Growth Investing
Attendance: 96

SLIDES
CLICK HERE
Arrow
December 12th
Alan Synder, Founder and Managing Partner, Shinnecock Partners
The Uberization of Finance: Investing in Non-Bank Banks
Attendance: 76

SLIDES
CLICK HERE
Arrow
November 21st
Nancy Tengler
Financial I.Q. Training Services                   
Stocks to Own for a Lifetime, develop an investment discipline informed by facts.
Attendance: 102

SLIDES-
CLICK HERE
Arrow
October 10th
Paul Deloughery, Senior Attorney
Magellan Law
Introduction to Creating a Family Dynasty
Attendance: 66
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.