|
Date:
Saturday, January 10, 2026
Time: Arizona time
10:00 Announcements
10:00 Guest Speaker
Steve Shaw, Founder of Bondsavvy
The Case for Owning Corporate Bonds vs. Munis
We will be co-hosting the initial portion of the meeting, and all
online attendees are welcome to attend the balance of the meeting.
See specifics of the other sections of the meeting below:
11:05 Special Interest Group [SIG] Speaker
Clark Mills, Investment Protection SIG Leader
Surviving the AI bubble burst
12:05 Break
12:20 Member Speaker
Paul Bulzacchelli – Collars Are Not Just for Shirts-Reduce Market Risk at Earning Release
12:50 Guest Speaker
Mike Finn
The role of trustees, executors, and successors in estate planning
Process
Zoom Link:
https://us02web.zoom.us/j/89817591013?pwd=NOxr8hfZUhaYP6wYfWVtmRw7otWQXk.1
*In addition to the regular Income & Cash Flow SIG group meetings scheduled on the third Thursday of selected months,
The Portland PDX chapter (which coordinates the AAII Community Income & Cash Flow SIG group) seeks opportunities to collaborate with
and co-sponsor events with other AAII chapters throughout the country.
We have the opportunity to collaborate with the Phoenix, AZ AAII local chapter on a special online meeting topic on Saturday January 10th 2026:
So, we will be co-sponsoring this meeting instead of our previously scheduled meeting on Thursday January 15th.
Todd Blickenstaff
President and Program Chairman
Portland, OR chapter
Co-coordinator AAII Community National Income and Cash Flow SIG Group
American Association of Individual Investors (AAII)
trblick@yahoo.com
Gilbert Ho
Co-coordinator AAII Community National Income and Cash Flow SIG Group
American Association of Individual Investors (AAII)
gilbertho21@yahoo.com
|