Chapter Meeting Calendar

AAII Chapter Meetings offer you a variety of presentations from expert speakers who will give you their view on the world of investing. A bonus of attending a Chapter Meeting near you is the opportunity to meet other AAII members who share your interest and enthusiasm for investing. You can even share the Chapter experience with your family and friends by inviting them to attend Chapter Meetings with you!

Click on the headings below to sort by date, chapter, or speaker. If you are unsure of which chapter is closest to you, click here for a list of all AAII Local Chapters.

RE-SORT BY: Event Date Chapter Name Speaker & Topic   August 4, 2010 Long Island Robert Hsu President, Absolute Return Capital Advisors, LLC "Profit From the China Miracle 2010: Opportunities and Risks"   August 10, 2010 Cincinnati Tim Reazor Director, IBD Meetup "Learn the Traits That Leading Stocks Share Before They Make Their Big Price Moves"   August 14, 2010 Charlotte Jeff Nigh AAII Charlotte Member, Roundtable Chair, Individual Investor "Practical Application of Top-Performing AAII Stock Screens to Build a High-Performing Stock Portfolio"   August 14, 2010 Research Triangle Jeff Tackett Vice President and Regional Planning Consultant, Fidelity Investments "2010 Second Quarter Market Update"   August 14, 2010 Pittsburgh "8th Annual “Picnic in the Park” Symposium"   August 18, 2010 Louisville Joe Johnston, CPA Strothman & Company "Tax Ramifications of the Health Care Bill"   August 21, 2010 Orange County Joe Falcon Former member, USAID Energy Committee "Energy: Where Are We Going Nationally and How Do We Get There? "   August 31, 2010 Denver Dale L. Anderson, CFP Owner, DLA & Company "Converting IRAs to Roths: Whether, When, Why, or Why Not"   September 2, 2010 Albuquerque Meryl Kahn, EA, MBA Smarter Tax Solutions "Taking Hold of the Reins on a Wild Tax Ride"   September 11, 2010 Research Triangle Stephen Meizinger Director of Education, International Securities Exchange "Intermediate Options Strategies and Tactics: Part II of the February Presentation"   September 11, 2010 Baltimore Robert J. Wieder Co-Founder, Court Place Advisors "Tax-Advantaged Investment Strategies"   September 11, 2010 Washington D.C. Metro David John Marotta, CFP President, Marotta Wealth Management; AAII Life Member "Where in the World Should You Invest?"   September 11, 2010 Charlotte Dennis Stearns President, Stearns Financial "Economic Update: Opportunities, Tricks and Traps"   September 11, 2010 Los Angeles Gil Morales & Chris Kacher, Ph.D. Managing Directors, MOKA Investors, LLC "Staying on the Right Side of the Market in Uncertain and Volatile Times" James Goldberg President, Goldberg Economic Advisors "How Will the Gee Forces Affect the Returns on Stocks and Bonds?"   September 11, 2010 Silicon Valley Jeanette Garretty "The Economic Outlook Ahead"   September 13, 2010 Northern New Jersey Michael Santoli Associate Editor, Barron’s Magazine "What Year Is It?"   September 14, 2010 Houston Dr. Randi Schea Prism Trading Advisors, Inc. "Portfolio Risk Management and Asset Allocation"   September 16, 2010 Southwest Florida Raul Elizalde , M.S., MBA President and Chief Investment Officer, Path Financial LLC "Advantages and Pitfalls of Investing Through ETFs"   September 16, 2010 Southwest Florida Raul Elizalde , M.S., MBA President and Chief Investment Officer, Path Financial LLC "Advantages and Pitfalls of Investing Through ETFs"   September 16, 2010 Rochester Paul Justice associate director of North American ETF research, Morningstar, Inc. "What’s in your ETF?"   September 22, 2010 Long Island Marvin Appel Appel Asset Management "Investment Income"   September 25, 2010 Orange County Roger Shepherd President and CEO, Alpha Futures "Managed Futures "   September 25, 2010 Puget Sound Harvey Baraban "Financial Roundtable Seminar: Stocks, Mutual Funds, ETFs, Real Estate and Interest Rates"   October 2, 2010 Phoenix Barry Zisken Portfolio Manager, Z-7 Fund "Seven Stock Selection Criteria for Success"   October 7, 2010 Sacramento Wayne A. Thorp, CFA Senior Financial Analyst, AAII "Finding a Stock Winner: First Step Screening"   October 9, 2010 Charlotte Joe Murtagh The Dream Speaker "21st Century America Enslaved and Dependent?"   October 9, 2010 Research Triangle Bill Dix Founder and Managing Member, Fortune Management, LLC "Not Your Grandfather’s Mutual Fund, Part III "   October 9, 2010 Silicon Valley Wayne A. Thorp, CFA Senior Financial Analyst, AAII, Editor, Computerized Investing "Computerized Investing All-Day Seminar"   November 13, 2010 Phoenix Kenneth G. Winans president, Winans International Investment Management & Research "History as an Investment Tool"   November 13, 2010 Silicon Valley Tom Kopas of Pring-Turner "The Secular and Cyclical Outlook for Stocks, Bonds, and Commodities"   November 17, 2010 Rochester Steve Sink business editor, Democrat & Chronicle "Local and Regional Implications of the Mid-Term Elections"   November 17, 2010 Puget Sound Mebane Faber "How to Invest Like the Top University Endowments"   December 11, 2010 Phoenix Allan Zee Founder and Managing Director, Argeus Benefits Group "Health Care Reform and Medicare: What You Need to Know"   January 8, 2011 Phoenix Peter D. Hanson Managing Partner, Astor Capital Management "The Impact of Globalization on your Investments"   February 12, 2011 Phoenix Ealing Jahn Vice President, Regional Planning Manager, Fidelity Investments "Quarterly Market Review"   March 12, 2011 Phoenix Ryan Deming Monterosso Investments "Thriving in Volatile Markets"   April 16, 2011 Phoenix Alan F. Willenbrock Director of Arizona Municipal Bond Authority "Fixed Income Investing"