AAII Chapter
2024 Summer Schedule of Meetings
May 18
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
June 15
9:15 – 9:45 Clark Mills, Investment Protection - ZOOM
9:50 - 10:50 Lowell Carty, Options and Analysis SIG
10:55 – 11:25 Jim Ek, The 3 Most Common/Profitable Chart Patterns - ZOOM
11:30 – 12:30 Craig Morningstar, How Would an Advisor See It SIG: Common Ways Advisors Management Investments
July 20
9:15 – 9:45 Clark Mills, Investment Protection - ZOOM
9:50 – 10:50 Craig Morningstar, How Would an Advisor See It SIG: How Advisor See Financial Planning or Don’t Do It
10:55 – 11:40 Karen Kamenir, AAII Fundamental Stock SIG
11:45 – 12:45 Lowell Carty, Options and Analysis SIG - ZOOM
August 17
9:15 – 9:45 Clark Mills, Investment Protection - ZOOM
9:50 – 10:35 Karen Kamenir, AAII Fundamental Stock SIG - ZOOM
10:40 – 11:40 Lowell Carty, Options and Analysis SIG
11:45 – 12:15 Jim Ek, Market Timing – ZOOM
12:20 – 1:20 Craig Morningstar, How Would an Advisor See It SIG: How Clients Can Get More from Advisors – Just Ask
September 21
9:15 – 9:45 Clark Mills, Investment Protection SIG - ZOOM
9:50 – 10:50 Lowell Carty, Options and Analysis SIG - ZOOM
10:55 – 11:55 Craig Morningstar, How Would an Advisor See It SIG: Is It the Price You Pay or The Value You Get
12:00 – 12:45 Karen Kamenir, AAII Fundamental Stock SIG
All in-person meetings will be held at the Tempe Library, which is located at 3500 S. Rural Rd., Tempe, AZ unless announced otherwise. Registration at 9:00 a.m. Meetings start at 9:15 a.m.
PLEASE REGISTER IN ADVANCE
For more information: aaiiphoenix.com
Please patronize the Tempe Library Cafe for food/beverages.
Seating is limited to 42 in person attendees.