and ANALYSIS SIG
Dividends and Premiums
FINANCE & POST-RETIREMENT PLANNING SIG
REFORM and MEDICARE SIG
participants are invited to improve their wealth
building and management skills through the use of option
instruments and analysis tools. You will benefit
from a combination of tutorial presentations and active
discussions. These range from use of options to
generate monthly income to "hedging" for protection of
your stocks and portfolios. Participant depth ranges
from initial learning to active traders.
You are welcome to join our quest to combat the unprecedented market changes and uncertainties. REMEMBER: No one is as concerned about your wealth as you (or your spouse).
We will work closely with the Stock Screens SIG. This includes rotating the meeting start time and sharing facilities. During the winter we meet after the monthly AAII main meeting in rotation with the Stocks and IP SIGs. Time: 1:00, 2:00 or 3:30 p.m.
Moderator: Lowell Carty
The goal of this SIG is to screen stocks (mostly)
for dividends. Then we will discuss selling calls for
premium and puts for possibly adding to the position (or
for additional premium ). We will be using the AAII Stock
Dividend recommendations along with recommendations from
Seeking Alpha, David Fish and others.
We share the meeting time and location with the Options & Analysis SIG and the Income Protection SIG.
Meets after the Chapter Meeting in rotation (see Options and Analysis, left).
Moderator: Karen Kamenir
|Due to greater uncertainties, financial planning
after retirement becomes more challenging. We all
want to make good decisions. Where most investors
get into trouble is not in their intent, itís in their
emotions and habits. The SIG's focus is educating
members how-to make informed financial decisions which are
in their best interest. Our group welcomes different
viewpoints and participation from both experienced and new
Meetings are held Nov, Jan, and March from 12-1p.m. following the main meeting.
Moderator: Joyce Morningstar
and replacement of The Affordable Care Act is high on
the new Administrationís agenda but thereís a lack of
agreement on certain key issues, mainly subsidies for
those that canít afford the high premiums, and Medicaid,
which was greatly expanded and now costs are out of
control. 2018 Open Enrollment for under 65 is here, and,
as of now very few carriers have expressed interest in
participating. This is a nationwide issue. Medicare has
adopted a new payment system for
doctors/providers/hospitals which has caused some
confusion and criticism.
Join us for an informative and spirited discussion of all things pertaining to health care.
Meetings will be held Oct, Dec, Feb and April from 12-1pm following the main meeting.
Click here for slides from the March meeting.
Moderator: Allan Zee
Protection [IP] SIG focuses on wealth protection in
Foreseeable market volatility, inflation and other factors promise significant wealth destruction for the uninformed. There is no Holy Grail, but improved skills and strategies can help protect your portfolio. Also, you can learn techniques to increase your wealth in such troubled times.
The IP SIG will complement the fundamental work of the Stocks & ETF's SIG and the Options & Analysis SIG. Each SIG will use meetings and the electronic forum for investors and traders to learn new skills and, most importantly, to share experiences.
We will meet once a month in rotation with the Options and Stocks SIGS (see left). A draft agenda will be circulated for each meeting.
Moderator: Clark Mills