"How to Make Money in Stocks: Rules-Based Investing Using Historical Precedent" Scott O'Neil of Investor's Business Daily discusses a fact-based, time-tested method that helps you find stocks with big potential and gives you clear buy and sell rules to maximize profits and minimize risk. The proven approach he describes in this presentation helped investors get out of the market in September 2008, before the 52% plunge in the S&P 500. On a long-term basis, from January 1998 to June 2009, AAII’s interpretation of this stock-picking approach produced an average annual return of 34%.
	"How to Start Investing Wisely" Karen C. Altfest of client relations at Altfest Personal Wealth Management, talks about how your lifestyle can influence your choice of investments and listen to stories about how others do it. Come away with sources and resources that will help you gain confidence.
	"Constructing a Winning Mutual Fund Portfolio" Christine Benz of Morningstar, Inc. discusses how to use cutting-edge tools to put together open-end mutual fund portfolios for investors with varying time horizons.
	"Investment Surprises Ahead in 2010" Ken Fisher of discusses why he thinks the 2010 political backdrop will shift ever more benign for markets during the year; what 2009's sector results predict for 2010 sectors; the reasons U.S. stocks should best foreign; and why our fear will be bullish.
	"AAII Shadow Stock Portfolio: From Theory to Practical Application" John Bajkowski of AAII discusses AAII's popular Model Shadow Stock Portfolio. You'll learn the theory behind it, what makes it tick and how to go about building your own version of AAII's Shadow Stock Portfolio.
	"Build Your Own Target Date Maturity Portfolio" Christine Fahlund of T. Rowe Price Investment Services, Inc. offers tips for "juggling it all" in retirement: Creating an asset allocation glide path; rebalancing across account registrations; drawing down assets; simplifying required minimum distributions; establishing a cash position; creating a financial "cushion" in retirement. Strategies based on rigorous analysis of hypothetical future market scenarios are presented, and Christine includes suggestions for retirement income strategies to consider in bear markets.
	"Getting the Most from AAII.com" Cara Scatizzi & Pete Nguyen of AAII give a discussion of AAII's Web site covering the most popular areas open to all members including the Discussion Boards, AAII Stock Screens, Model Portfolios and Investor Classrooms. You'll also get a glimpse of subscriber-only areas of the Web site such as Computerized Investing and Stock Investor Pro.
	"Building a Sound Portfolio" Lewis J. Altfest of Altfest Personal Wealth Management explains the key steps in constructing a successful portfolio. Lewis discusses goal setting, proper diversification, and adjusting asset allocation for your risk tolerance. You also learn how to monitor and rebalance your portfolio as professionals do.
	"Panel Discussion: "Forbes Gurus: Intelligent Investing Toolkit"" Panel Moderator: Matt Schifrin of Forbes Newsletter Group How should you position your capital for a profitable 2010? Five of Forbes top investment experts-John Buckingham, Marilyn Cohen, Richard Lehmann, Jim Lowell, and Rudy Martin-discuss their strategies for the year ahead, including their best ideas for stocks, ETFs and bonds.
	"Retirement Spending" Maria Crawford Scott of AAII talks about the best methods for investing and managing your investments during retirement. This session focuses on how much you can safely withdraw each year to ensure your nest egg survives.
	"Using Economic Models" Lauren Rudd of Day Hagan Asset Management teaches you how to develop a variety of models, both economic and financial, to increase your investment prowess in the areas of active asset allocation and stock selection.
	"Lessons Learned From Three Decades of Tracking Investment Newsletters" Mark Hulbert of Hulbert Financial Digest. Mark's presentation is based on 30 years of following the performance of nearly 200 investment newsletters. Find out what really has worked and what patterns emerge from the group of newsletters that beat the market.
	"Charting for Real People" Michael Kahn of Columnist for Barron's Online will make technical security analysis understandable to security investors and will demonstrate how the use of simple charts can help individuals make better buy/hold/sell decisions. He will discuss the reliability of analyst recommendations and will address the question: “Does your fundamental analysis on a given stock make sense, considering the current state of the market?” Mr. Kahn will also discuss the problem of “fighting the market.”
	"Successful ETF Investing" Jim Lowell of Forbes ETF Advisor provides his insights into how to successfully invest in the rapidly growing universe of exchange-traded mutual funds (ETFs).
	"Now What? The Outlook for the Markets and the Economy" Michael Santoli of Barron's Where are the risks and opportunities for investors in the current market environment? This lively keynote luncheon presentation will explore the ways consumer and investor behavior might be enduringly different in the coming years. Questions will be welcome.
	"Introduction to Stock Investor Pro" Wayne A. Thorp of AAII demonstrates AAII's fundamental stock screening and research database, offering an overview of the program and its key features. Learn about the data available in the program as well as the 50+ stock screens that come pre-installed with the software.
	"What's in Your ETF?" Scott Burns of Morningstar helps you navigate the world of exchange-traded funds by outlining Morningstar's principles of ETF investing and showing you how to develop your own approach to finding and researching ETFs that meet your criteria.
	"The Current State of the Municipal Bond Market: Where Do We Go From Here?" Annette Thau of The Bond Book. The year 2008 saw enormous turmoil in the municipal bond market. Is the municipal bond market still cheap? Which are the safest bonds to buy? Which (if any) represent attractive speculations? Annette answers these questions and more.
	"Asset Allocation During Retirement" Maria Crawford Scott of AAII reveals how to develop an appropriate asset allocation strategy for your retirement.
	"Building Wealth and Yield in a Smarter World" Roger Conrad of Utility Forecaster discusses how the the global bear market and recession have created unprecedented opportunities to buy healthy, growing and high yielding businesses that will form the bedrock of the 21st century economy. He reveals his picks ranging from service utilities and Canadian trusts to new energy and technology.
	"Safe Money in Tough Times" Jonathan Pond of Financial Planning Information, Inc answers the question: How can you navigate the rough financial waters with confidence and take advantage of opportunities amidst the economic tsunami? Jonathan presents his observations and suggestions for surviving the recession and preparing to thrive when the economy rebounds.
	"Screening: The First Step to Finding a Winning Stock" John Bajkowski of AAII shows how stock screening systems can be used to reduce a large universe of stocks into a group of prospects that match your investment style. He walks through the process of developing and implementing screens.
	"Improve Your Skill in the Fine Art of Selling" Given by Donald Cassidy of Retirement Investing Institute. The antidote for buy-and-hope propaganda, this session uncovers and illustrates the selling problems individuals face and offers practical solutions and a checklist.
	"Investment Outlook 2010: Making Money Within the Confines of a Lost Decade" Sam Stovall of Standard & Poor's Equity Research discusses his outlook for the global economy and equity markets. He also shares some tips from his new book, which leverages time-tested rules of thumb to instruct investors in creating market-beating portfolios.
	"Analyzing a Stock" Wayne A. Thorp of AAII. Using real-world examples and some of today's most useful financial Web sites, Wayne will show you how to perform a step-by-step analysis of a company to decide whether it's right for your portfolio using popular on-line research and data sources.
	"A Guided Tour of AAII's Top-Rated Investment Web Sites" Cara Scatizzi of AAII highlights the top Web sites for market news, stock and mutual fund screening and analysis, and portfolio tracking. Learn about the investment sites that are worth your attention.
	"Investment Strategy in Volatile Markets" Carl Birkelbach of Birkelbach Investment Securities, Inc. reveals three critical keys for success in volatile markets. He shows why and how they must supplant the threadbare habits that helped shatter portfolios in both bear markets of this decade.

	"CAN SLIM Investing in Today's Markets" Fred Richards of Adrich Corporation, discusses current economic and market trends impacting portfolios using CAN SLIM and Investor’s Business Daily. Fred’s monthly “Economic Indicators and Market Overview” and daily “Market Musings” are read by investors and professional money managers throughout the world. If institutions are not buying, should you? Understanding which sectors institutions are buying is critical to performance. He details how you can improve your investment returns while reducing your investment risk.
	"The Sign Posts of Change: Economics · Rules · Markets" Tony Muhlenkamp of Muhlenkamp & Company explores what is happening with the economy, both with consumers and companies. He addresses the questions: What are the rules, informal and formal? What do people know, but haven't formalized? What could people know, but haven't looked for, or asked about? How does it all get reflected in the markets?
	"TradeStation: Tools for the Disciplined Trader" Jesus Nava of TradeStation discusses the importance of a consistent, disciplined approach to trading. He shows how TradeStation enables you to research historical data, monitor real-time market activity, place manual orders using high-speed tools, and execute a fully automated trading strategy for stocks, options, futures and forex. The presentation demonstrates these capabilities as they are actually used by traders in these markets.
	"TreasuryDirect: The Ins and Outs of U.S. Treasury Securities" Susan D. Thomas of the U.S. Treasury Department explains all about buying and holding U.S. Treasury securities—including electronic, T-bills, Treasury notes, Treasury Inflation-Protected Securities (TIPS) and U.S. savings bonds—in a TreasuryDirect account. Her discussion takes you through the complete process, from establishing a TreasuryDirect on-line account to purchasing Treasury securities.
	"The Ideal Tool for Mastering the CAN SLIM Investment System" Matt Inouye of Daily Graphs, Inc. shows how proper stock analysis doesn’t need to be confusing, time-consuming, or leave you with doubts. Using Daily Graphs Online’s unique features and powerful proprietary ratings, Matt illustrates the built-in efficiencies that allow investors to confidently implement this top-performing investment strategy.
	"Enhance Portfolio Returns Using Covered Calls and Income Strategies" Jim Bittman of Options Industry Council teaches you what you need to know about using covered calls and income strategies to enhance portfolio returns. He reviews options basics, shows how to calculate returns and what stocks to look for, and discusses when to use the covered call strategy and when not to. Jim also covers how to create a disciplined approach to implementing this strategy and how to manage your positions once they are established.
	"Income Investing in 2010" Richard Lehmann of Income Securities Advisor, Inc. discusses why the outlook for income-oriented investors is quite positive, though the economic outlook remains uncertain. He explains that the uncertainty continues to keep real interest returns high, but advises a defensive posture in certain market segments. The workshop includes a detailed discussion of asset allocation in specific market sectors.
	"America in China's Rearview Mirror" James Trippon of China Stock Digest provides insight on the emerging market of China and how to manage your investment risk. He explains how mainland China is poised to surpass the U.S. in total GDP within five years and outlines specific ADRs that China Stock Digest is buying now.
	"SAP: The Global Leader of Business Application Software" Friederike Edelmann of SAP talks about SAP's leading position in the software market. He discusses five reasons why you should consider SAP as a tool to diversify your investment portfolio. He also answers questions about SAP's product portfolio and the company's growth strategy.
	"Powerful Techniques for Building Wealth and Financial Independence" Steve Wheeler of NaviTrader, Inc. explains the critical components for achieving and maintaining wealth and maximizing your portfolio returns. He outlines the optimal methods to manage risk in any market and offers a money management and compounding strategy to build financial abundance. Steve also show how to find enormous opportunities in any market. Every attendee receives a free educational trading and investing CD seminar.
	"Managing Risk While Multiplying Wealth in the Current Climate" Troy Patton and Steve Demas of the Archer Balanced Fund (ARCHX) teach you how to rebuild your wealth while managing risk with stocks, bonds, options, and alternative assets. They show how to use the same methods the big fund managers use to achieve additional returns on your assets. They explain how to value stocks with a degree of safety and discuss which stocks they believe are set to double over the next 12 to 18 months. Finally, they show how alternative assets can protect your assets from falling during times of crisis.
	"What Investors Need to Know About Futures Trading" Larry Dyekman of the National Futures Association acknowledges that during these challenging economic times, many investors are contemplating trading in the futures markets as a means of diversifying their portfolios and managing financial risk. He discusses the risks and rewards of futures trading, how the markets are regulated, and the due diligence you should conduct before opening a futures account.
	"To Make Money in the Market You Must Be Right About the Future" Sunny Decker of Best Choice Software, Inc. shows how to know, ahead of time, the D.D.S.T.S. of a stock: direction (will it go up or down?), duration (how long will it move?), strike (what to buy; at the money or out of the money?), timing (when will it move? timing is everything!), and sell (when do you take your profits?).
	"The 10 Essential Rules for Beating the Market" Mike Turner of Sabinal Capital Investments, LLC teaches you how to develop an investment strategy for building a world-class portfolio for any market, with the key being to have a well-defined set of trading rules. Mike takes you step-by-step through a process of managing that portfolio for consistent profits, year-in and year-out. The session covers how to pick the right stocks using both fundamentals and technicals; how to get in at the right time and, more importantly, how to get out at the right time; how to remove emotion from your investment strategy; and how to minimize risk and maximize gain. Mike shows you why his "10 essential rules" should be a core component of every investor’s trading strategy.
	"A Fundamental Approach to Individual Stock Analysis" Douglas Gerlach of Toolkit 6 shows how Toolkit for Windows software allows investors to analyze the fundamentals of public companies using a long-term oriented, growth and quality approach to stock analy
	"How to Be a Green Light Buyer" Don Thornton of VectorVest reveals an incredibly easy way to make money in the market following their unique method of market timing and stock selection.
	"Depositary Receipts: Providing Global Diversification With Ease" Michael Ludwig of The Bank of New York Mellon explains what depositary receipts (DRs) are and their benefits over investing in foreign stock directly, including how easy they are to trade and hold, their inexpensiveness and their convenience. He discusses the state of the market from a DR perspective and explores DR indexes, exchange-traded funds and other ADR investment options.
	"Closed-End Funds: Investments That Have Withstood the Test of Time" Douglas G. Ober of Adams Express discusses closed-end funds(CEFs), professionally managed investment companies that offer investors an array of attractive benefits. He explains the unique features of closed-end funds that distinguish them from traditional open-end mutual funds and exchange-traded funds (ETFs). Douglas outlines the numerous ways investors can generate capital growth and income with CEFs through portfolio performance, dividends and distributions, and the ability to buy and sell them on a stock exchange. He shows you how to decide if closed-end funds have a place in your investment program.
	"How to Invest Wisely and Avoid Fraud" Jack McCreery of the SEC addresses the questions you should ask, plus how to check out brokers and advisers before you invest. He shows how to access the treasure trove of information in free SEC filings to help you make informed investment decisions. Finally, he tells you how the SEC can help you recognize the hallmarks of fraud so you can avoid them when you are approached. All questions welcome!
	"MetaStock PowerTools" Jeff Gibby of Equis International explains the unique advantages that the MetaStock PowerTools are designed to give you. He shows how you can explore the market for real, actionable opportunities; test your strategies to see how they would have worked historically; and understand your charts and indicators with the insight of industry experts.
	"Beyond Bread and Butter Investments" James Hyerczyk of Brewer Investment Group discusses the commodities explosion. He examines performance trends for commodities and stocks during past economic downturns. Find out who the players and participant are and how you can get involved.
	"Up, Up and Away! Applying Rocket Science to Investing" David Johnson of Global Capital Investments addresses how investors are supposed to make money with the world economies in a tailspin. He discusses the importance of diversification in traditional as well as alternative assets and which investments are not dependent on a booming economy to make money. Demonstrating the math of the markets, David shows why some investment environments can provide profits even in a depression.
	"The Impact of Globalization on Your Investments" James E. Mott of Astor Capital Management explains how globalization has impacted investing and why investing basics are more important now than ever. He explores the difference in equity investing prior to the prevalence of a global economy and investing now. Jim imparts a solid understanding of how portfolio investing has changed over the last three decades and why it is imperative to diversify your portfolio.
	"A Global Balanced Asset Allocation Strategy" Lauren Rudd of Day Hagan Asset Management teaches you how quantitive models in corporate time-tested economic and market indicators mathmatically evaluate fundamentals, price trends and valuation to determine the most attractive asset classes in which to invest.
	"Conservative Investment Strategies for a Secure Retirement" David C. Wright of Sierra Investment Management, Inc. discusses trends and outlook in the economy and the global investment markets, and gives practical suggestions for improving your returns while keeping risk within bounds.
	"Fixed-Income Investing and Securities Auctions" Jamison Yardley of Zions Direct explains why ZionsDirect.com is the ideal brokerage service for the self-directed fixed-income investor. He describes how their pricing-$10.95 per on-line trade, no commissions, no markups-and their on-line trading platform can give you a competitive edge. Jamison shows you how to bid in Zions Direct's auctions of CDs and corporate notes and how you can search over 25,000 corporate, municipal, agency and Treasury bonds.