AAII Chapter
2025 - 2026 October to April Schedule of Meetings
The Phoenix Chapter meets every month of the year. You can attend in-person or by Zoom.
October 11
Carolyn Boroden, The Fibonacci Queen, author - ElliottWaveTrader
Introduction to Advanced Fibonacci time and price analysis
Terry Karpinski - TBD
Urban Adams – Personal Finance & Retirement Income SIG
Lowell Carty – Options and Analysis SIG
November 8
Clark Mills, Investment Protection SIG
Tim Bock, President of Summit Portfolio Management,
Presentation title TBA
Lowell Carty – Options and Analysis SIG
Jim Ek – Basic Investing SIG
Karen Kamenir – AAII Fundamental Stock SIG
December 13
Scott Juds, President and CEO SumGrowth
Presentation title TBA
Jim Ek – Basic Investing SIG
Karen Kamenir – AAII Fundamental Stock SIG
Urban Adams – Personal Finance & Retirement Income SIG
January 10
Clark Mills, Investment Protection SIG
Steve Shaw, Founder of Bondsavvy
Bonds
Urban Adams – Personal Finance & Retirement Income SIG
Lowell Carty – Options and Analysis SIG
February 7
Presenter TBA
Urban Adams – Personal Finance & Retirement Income SIG
Lowell Carty – Options and Analysis SIG
Jim Ek – Basic Investing SIG
March 7
Clark Mills, Investment Protection SIG
Presenter TBA
Lowell Carty – Options and Analysis SIG
Jim Ek – Basic Investing SIG
April 11
Charles Rotblut, CEO, AAII
Presentation title TBA
Jim Ek – Basic Investing SIG
Urban Adams – Personal Finance & Retirement Income SIG
Lowell Carty – Options and Analysis SIG
All in-person meetings will be held at the Tempe Public Library, 3500 S. Rural Road, Tempe, AZ unless announced otherwise. Meetings start at 10:00 a.m. When Clark Mills presents, we begin at 9:30.