AAII Phoenix Chapter - January Meeting

When:  Jan 13, 2024 from 09:00 to 17:00 (MT)
Associated with  AAII Phoenix Chapter

The AAII Phoenix Chapter’s

January Chapter Meeting

Attend in-person or by Zoom

Tempe Public Library

3500 S. Rural Road – off route 60

 

 

MEETING DETAILS

Date:

Saturday, January 13, 2024

Time:  Arizona time

9:00    Registration

9:30    Announcements

     9:40   How to Find the Market's Biggest Winners by Amy Smith, author and

               national speaker and education expert for Investor’s Business Daily

Q&A

11:15    Break

11:30    Chapter Member Presentation - TBA

12:00   Door Prizes for in-person attendees

12:10   Options and Analysis SIG – Lowell Carty, SIG Leader

1:15     Estate Planning and Administration SIG – Kristel Patton, SIG Leader

Location:

There are 42 seats available each meeting for in-person attendance.

There is no limit on Zoom attendance.

Refreshments may be purchased at the library café.

 

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

After your payment is received, you will be emailed the new Zoom link

Each meeting has a new Zoom link

FOUR REGISTRATION OPTIONS

1.    Season Pass holders

Email Terry Karpinski at Registrar@aaiiphoenix.com, if you are attending in-person or by Zoom.  If you are attending by Zoom, include your email address in order to receive your new Zoom link

2.     Pre-registration

Make your $10.00 check to:  AAII Phoenix Chapter

Mail to:  Terry Karpinski, Registrar, with the meeting date.

      If you are attending by Zoom, include your email address in order to receive     

 Your new Zoom link

     Terry Karpinski, Registrar

     319 E. Catalina Lane

     Queen Creek, AZ  85140

         The advance mail registration must be received by the registrar by Nov. 15th

1.     3.  Pre-registration:  On-line with Eventbrite - $13.00

This is the link

hhtps://www.eventbrite.com/e/aaii-phoenix-chapter-january-meeting-tickets-780254772027?aff=oddtdtcreator

On-line registration must be done by January 11th  

4.     At-the-door registration [space available] - $15

PRESENTATION DETAILS

Obscure Social Security Rules That You Should Know - Zoom

Amy Smith, National IBD speaker and author.

9:40 to 11:10 a.m.

Amy Smith will discuss how investors can easily spot stocks that go on to become the market's biggest winners.  She will discuss what are their common traits.  In additional you will never miss a big winner again with these simple strategies 

What you will learn:

How IBD's CAN SLIM Investing Strategy help you find the market's big winners in any market environment

William O'Neil's 40 year legacy for the individual investor and why it is so significant 

When is the best time to buy stocks historically. 

Amy Smith is a national speaker and education expert for Investor's Business Daily. Ms. Smith is the author of How to Make Money in Stocks Success Stories and has discussed growth stocks and the stock market on CNN, MarketWatch, Yahoo! Finance, and a host of other media outlets.

Chapter Member Presentation - TBA – In-person

Options and Analysis SIG – In-person
Lowell Carty, SIG Leader
12:10 to 1:10 p.m. Arizona time
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.

Estate Planning & Administration SIG – In-person

Kristel Patton, SIG Leader

1:15 to 2:15 p.m.

There are many misconceptions surrounding estate planning and estate administration. This SIG will help sort the truth from fiction by focusing on various estate planning and administration topics, including using trust-based estate plans to plan for incapacity and death; advance health care directives; using powers of attorney; differences in probate and trust administration; and how to organize your affairs to aid in efficient and cost-effective administration of your estate.

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.

Location

Tempe Public Library
3500 S. Rural Road
Tempe, AZ 22408
Online Instructions:
Url: http://aaiiphoenix.com
Login: Pre-registration: On-line with Eventbrite - $13.00 https://www.eventbrite.com/e/aaii-phoenix-chapter-january-meeting-tickets-780254772027?aff=oddtdtcreator