| SCHEDULE |
SPECIAL INTEREST GROUPS |
CONTACTS |
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| The meeting location for the
winter season is: The
Franciscan Renewal Center |
LATEST NEWS: Stocks and
ETFs Special Interest Group.This new SIG and the Options & Analysis SIG will meet throughout the summer. Please see the SIG Page for details. |
Advance Registration for the
2012/13 season opens September 20th. Please register in
advance by mail for best ticket prices. Season passes will be
available for $49 per person for members and family or $63 for
guests. Day passes are $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. 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.
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October 20 Looking at Markets Fred Richards, President, Strategic Investing |
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November 10 The Importance of Economic Moats Paul Larson, Chief Equities Strategist, Morningstar |
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December 8 Currencies: Diversion and Downside Protection Kieran Osborn, Director of Research, Merk Investments |
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January 12 All I Needed to Know I Learned in Kindergarten Paul Townsend, Associate Vice-President –Investment Officer Wells Fargo Advisors, East Lansing Michigan Office |
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February 9 Profit from a Changing World Robert Hsu, President, Absolute Return Capital Investors |
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March 9 Is it Worth Trying to Beat the Market? How to Make Sound Choices in Today’s Volatile Markets Janet Brown, President, FundX Investment Group |
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April 13 How Money Supply, Taxes and Regulation Impact the Stock Market and Prosperity Simon Reeves, Wealth Manager, Tide Rock Financial |
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April 14 Using IBD to Maximize Your Profits Ed Raimirez, IBD Educational Specialist, Investor's Business Daily Attendance: 100 |
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March 10 The Art of Profitable Income Investing Kenneth Winans, President, Winans International Attendance: 100 |
Slides |
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February 11 Morningstar's Best Ideas for 2012 and Beyond Christine Benz, Director of Personal Finance, Morningstar Attendance: 153 |
Slides |
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January 14 Deciphering Annuities and Other Insurance Based Products Joyce Morningstar, Senior Wealth Manager, Dynamic Wealth Advisors Attendance: 92 |
Slides |
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December 10 Untethered Bond Investing Marilyn Cohen, Envision Capital Management Attendance: 95 |
Slides |
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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) |
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October 15 Master Limited Partnerships Mary Lyman, Executive Director, National Association of Publicly Traded Partnerships Attendance:75 |
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.