| SCHEDULE |
SPECIAL INTEREST
GROUPS |
CONTACTS |
|---|
| TRADERS, INVESTORS & ANALYSIS SIG | PERSONAL FINANCE and POST-RETIREMENT PLANNING SIG | VECTOR VEST SIG |
BRUNCH BUNCH SIG |
HEALTH CARE REFORM and MEDICARE SIG  |
| No one
is as concerned about your wealth as you (or your
spouse). All AAII meeting participants are invited
to improve their wealth building and management skills
in the TIA activities. You will benefit from a
combination of tutorial presentations and active
discussions. These span investing for core
portfolio growth to trading stocks and options for
monthly income. The depth ranges from active
portfolio managers and traders to those just starting to
take charge of their investments. This includes
oversight for professional managers. You will
develop tools ranging from techniques for managing
personal psychology to technical analysis. We will
look at everything from holding GE to a weekly option on
Apple. You are welcome to join our quest to combat
the unprecedented market changes and
uncertainties. We meet each month October through April at 1:16 p.m. to 3:30 p.m. after the main AAII meeting. Moderator: Richard Climie |
Due to greater uncertainties,
financial planning after retirement becomes more
challenging. So we’ve combined our 2 SIGs into a
2-part educational session on financial planning, with
an emphasis on investing for income during the second
hour. We’ll also discuss the impact of current
events in the financial world as we learn from each
other by sharing our experience and knowledge. Our group
welcomes different viewpoints and participation from
both experienced and new investors. We meet the second Saturday of the month October through April from noon to 2 p.m. immediately after the main meeting. Moderator:
Joyce
Morningstar |
This SIG focuses
on the use of the VectorVest system for equity investing
strategies and market timing. Most meetings include a
discussion of the current market conditions and what to
expect in the month ahead using VectorVest tools,
several educational presentations by members describing
their experiences with various parts of the VectorVest
System and discussions and analysis of selected
investment strategies and/or equities of interest to the
members. For further information call
602-300-4573. Meetings are held every Saturday from 9 a.m. - 11 a.m.. at the Gloria Dell Lutheran Church, 3539 E. Sanford Drive. First meeting: Sept 19th. Moderator: Duffy Almer |
Join us for lively
discussions on current events in the financial
world. We’ll learn from each other as we discuss
different viewpoints, sharing our experience and knowledge. And the conversation continues for those who wish to go to lunch afterward. We welcome different viewpoints and participation from both experienced and new investors. We meet every 3rd Thursday, May through September. Location: Davis Miles law firm 80 Rio Salado Parkway, 4th Floor, Tempe, AZ 85281 Time: 10 a.m. to noon. There is no cost to AAII members. Moderator: Joyce Morningstar |
Learn about the Health Care
Reform Law, known as PPACA, Patient Protection and
Affordable Care Act, and how it will affect you. We’ll
talk about how the law is being implemented, how it will
be paid for, the cost to Seniors, new taxes to help pay
for the benefits, changes to Medicare and Medicaid,
mandated insurance for all Americans, penalties for those
who do not purchase medical insurance, why health care
costs are high and rising, how Seniors will be affected,
what the future looks like and how to plan for it. At the
same time the law is being implemented, the Supreme Court,
sometime in 2012, will decide its constitutionality.
What happens then? There is much information to know which
will help separate fact from fiction. Each meeting will
have current updates and new information. Meetings will be Dec 10, Feb 11 and April 14 from 1-2 p.m. following the main meeting Moderator: Allan Zee |
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.