AAII Phoenix Chapter - November Meeting

When:  Nov 11, 2023 from 09:00 to 17:00 (MT)
Associated with  AAII Phoenix Chapter

The AAII Phoenix Chapter’s

November Chapter Meeting

Attend in-person or by Zoom

New Location

Tempe Public Library

3500 S. Rural Road – off route 60

 

 

MEETING DETAILS

Date:

Saturday, November 18, 2023

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    What Works for Me Financially–Might for You-Jim Wick, AAII Life Member

12:00    Door Prizes for in-person attendees

12:10   Estate Panning & Administration SIG – Krystel Patton, SIG Leader

1:15    AAII Fundamental Stocks SIG – Karen Kamenir, 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:

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.

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

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

This is the link

https://www.eventbrite.com/e/aaii-phoenix-november-meeting-tickets-748087960227?aff=oddtdtcreator

On-line registration must be done by November 16th

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

 

PRESENTATION DETAILS

How to Find the Market's Biggest Winners- 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.

What works for me–might for you–or Not! [Part II] – In-person

Jim Wick, AAII Life Member

11:30 to Noon

Estate Planning & Administration SIG – In-person

Kristel Patton, SIG Leader

12:10 to 1:00 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.

AAII Fundamental Stocks SIG – In-person
Karen Kamenir, SIG Leader
1:15 to 2:15 p.m. Arizona time
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

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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Location

Tempe Public Library
3500 S. Rural Road
Tempe, AZ 85282
Online Instructions:
Url: http://www.eventbrite.com/e/aaii-phoenix-november-meeting-tickets-748087960227?aff=oddtdtcreator
Login: 3. Pre-registration: On-line with Eventbrite - $13.00 This is the link https://www.eventbrite.com/e/aaii-phoenix-november-meeting-tickets-748087960227?aff=oddtdtcreator