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The AAII Phoenix Chapter’s
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May SIG Chapter Meeting
Attend in-person or by Zoom
Tempe Public Library
3500 S. Rural Road – off route 60
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Date:
Saturday, May 18, 2024
Time: Arizona time
9:15 – 9:45 Clark Mills, Investment Protection SIG - ZOOM
9:50 – 10:35 Karen Kamenir, AAII Fundamental Stock SIG
10:40 – 11:40 Lowell Carty, Options and Analysis SIG
11:50 - 12:20 Jim Ek, Anatomy of a Stock Chart IBD Version - ZOOM
12:25 - 1:25 Craig Morningstar, How Would an Advisor See It SIG: Client and
Prospects and What Advisors Can and Cannot Do for Them
Location:
Tempe Public Library
Friends of the Library meeting room
3500 S Rural Rd
Tempe, AZ 85282
Directions to the Tempe Library are at the end of this announcement.
OR
Attend on-line
May Meeting Zoom link
Each meeting has a new Zoom link
Cost: Free [The Phoenix Chapter is paying for the meeting’s cost]
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PRESENTATION DETAILS
Investment Protection SIG – Zoom
Clark Mills, SIG Leader
This SIG focuses on wealth protection in perilous times. Foreseeable market
volatility, inflation and other factors promise significant wealth destruction for
the uninformed. Improved skills and strategies can help protect your portfolio
and increase your wealth.
AAII Fundamental Stocks SIG – In-person
Karen Kamenir, SIG Leader
The goal of this AAII-SIG is to familiarize members with a range of investment
approaches and strategies. We study the Fundamentals of a specific industry
sector or individual stock, then finally apply technical tools. With focus on
Dividend Paying Stocks, we work to enhance our returns using options for
premium income as well. Members are encouraged to participate
Options and Analysis SIG- – In-person
Lowell Carty, SIG Leader
All AAII participants are invited to improve their wealth-building and
management skills through the use of option instruments and analysis tools. You
will benefit from a combination of tutorial presentations and active discussions
that range from use of options to generate monthly income, "hedging" for
protection of your stocks and directional trades. Participant experience ranges
from initial learning to active traders. We work closely with the AAII
Fundamental Stocks and Investment Protection SIGs.
How Would Your Advisor See It SIG - – In-person
Craig Morningstar, SIG Leader
How Would an Advisor See It SIG: Client and Prospects and What Advisors
Can and Cannot Do for Them
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Directions to the Tempe Public Library:
1. Take I-10 to route 60 East
2. Continue on US-60 E (Superstition Fwy). Go for 1.6 mi
3. Take exit 174 toward Rural Rd.
4. Turn left onto S Rural Rd. Go for 0.5 mile
5. Turn left in large parking lot.
6. Enter front door of library.
7. Walk straight ahead, to the right of the stairs, to the café.
8. The meeting room is 10 feet to the right of the café.
OR
1. Take 101 to route 60 West
2. Continue on US-60 W to exit 174 toward Rural Road
3. Turn right onto S Rural Rd. Go for 0.4 mile
4. Turn left in large parking lot.
5. Enter front door of library.
6. Walk straight ahead, to the right of the stairs, to the café.
7. The meeting room is 10 feet to the right of the café.
Meeting details related to the Covid Pandemic:
Please Read the AAII COVID Protocol for In-Person Meetings
In-Person Attendee Acknowledgement
Please be sure to whitelist Mail@ConnectedCommunity.org in your email system so you don’t miss any chapter emails.
AAII Disclaimer: The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations.
There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.
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