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AAII supports nearly 40 local chapters throughout the country, one of the many benefits of AAII membership. AAII local chapters, grassroots organizations led by volunteer AAII members, allow AAII to extend its mission “person to person” to individual investors in their...

Date: Saturday, May 31, 2014 Topic: Crash-Proof Your Portfolio? Currencies and Gold for Diversification Speaker: Axel Merk, President and CIO, Merk Investments When traditional asset classes such equities and fixed income come under pressure, how do you protect against the downside?...

Date: Saturday, May 31, 2014 Topic: Estate Planning Basics Speaker: Kristina Shapiro, Shapiro Law Firm Kristina Shapiro will present a brief review of basic estate planning needs, including wills, trusts and other related matters, then take questions from the audience. Read more...

Date: Tuesday, May 27, 2014 Topic: Energy Liberty Day: High-Percentage Wealth Building From America’s Surest Growth Industry Speakers: Roger S. Conrad & Elliott H. Gue, Co-Founders and Co-Chief Editors of Capitalist Times, Conrad’s Utility Investor, Energy and Income Advisor It’s...

Date: Thursday, May 22, 2014 Topic: Leave Wisely, Inherit Wisely Speaker: Roger C. Kruse, Founding Partner, FFP Wealth Management Americans have accumulated about $17 trillion of tax-deferred retirement plan assets, which are added as taxable income in the year of distribution....

Date: Wednesday, May 21, 2014 Topic: Strategies for Pursuing Your Retirement Paycheck Speaker: Christine Benz, Director of Personal Finance, Morningstar Morningstar’s director of personal finance, Christine Benz, will discuss how the retirement landscape has changed over the...

Date: Wednesday, May 21, 2014 Topic: Our Fifth Annual Open Mic Event Speaker: Central Florida Chapter Members and Leaders, During what has now become an annual May event, we will once again offer the opportunity to our chapter leaders, members and other attendees to give us their...

Date: Tuesday, May 20, 2014 and Wednesday, May 21, 2014 Topic: Hot Topics in Family Wealth Transfer Planning Speaker: Shawn Snyder, Owner, Snyder & Snyder, P.A. This presentation will cover recent changes in the law, including recent notable cases, and their impact on estate...

Date: Tuesday, May 20, 2014 Topic: It’s What You Learn After You Know It All That Counts Speaker: Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors, LLC After 17 years as a stockbroker, Paul Townsend thought he had it all figured out; he was...

Date: Monday, May 19, 2014 Topic: The Big Squeeze: How Taxes Are Squeezing Your Income, How Interest Rates Are Squeezing Your Assets Speaker: Tony Muhlenkamp, President and Chief Compliance Officer, Muhlenkamp & Company Inc. Over the past years, Muhlenkamp & Company has...