Westside Financial Planning Subgroup

When:  Dec 1, 2025 from 19:00 to 21:00 (ET)
Associated with  AAII Cleveland Chapter

The Westside Financial Planning Subgroup focuses on the fundamental principles of investing to establish and maintain portfolios to meet financial goals. Meetings may include interactive discussions on contemporary investing issues of the day or presenters on various related topics.


Monday, December 1, 2025

  • Monday, February 2, 2026
  • Monday, April 6, 2026

Register to attend the Westside Financial Planning Subgroup Meetings by Zoom.  Once registered, you will be provided a link to the meeting and sign in credentials to attend via your Computer, Tablet or Smart Phone.   

Sign Up to Attend Westside Financial Planning Meetings by Zoom:



SIGN UP TO RECEIVE MEETING NOTICES

Sign up for Westside Financial Planning Notices by e-mail

Subgroup Basics

The Westside Financial Planning Subgroup focuses on the fundamental principles of investing to establish and maintain portfolios to meet financial goals.  Meetings include presenters on various related topics and interactive discussions on contemporary investing issues of the day.  Your ideas or suggestions for a presenter are always welcome as we want to be responsive to the needs of the investing community. 

Investments and topics discussed at all AAII Chapter Meetings or Subgroups should not be regarded as investment recommendations, tax or legal advice as your financial situation may not be known by the participants.  Consult an investment, legal or tax advisor for additional details and exercise due diligence before making any investment commitment.

Location

Online Instructions:
Url: https://us02web.zoom.us/meeting/register/Lc8Y220BSVamIzmG1Kbu2A
Login: Sign Up to Attend Westside Financial Planning Meetings by Zoom: https://us02web.zoom.us/meeting/register/Lc8Y220BSVamIzmG1Kbu2A
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Contact

Dennis Lewis
4404627649
aaii@condohome.net