AAII Local Chapter Spotlight: Philadelphia

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 own communities by programming meetings that provide unbiased investment education in a social context….

 

Upcoming Chapter Meeting: AAII Orange County

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? Where do you find uncorrelated returns, low volatility and profit opportunities regardless of the…

 

Upcoming Chapter Meeting: AAII Baton Rouge

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 » Check out all AAII local chapters »  

 

Upcoming Chapter Meeting: AAII Philadelphia

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 cheaper to make PVC pipe and other plastics in the U.S. than in China or…

 

Upcoming Chapter Meeting: AAII Twin Cities

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. Have you considered the post-life income tax implications for your heirs? Retirement plan owners…

 

Upcoming Chapter Meeting: AAII Connecticut

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 last 30 years and the challenges that current and future retirees face as a result, including the disappearing…

 

Upcoming Chapter Meeting: AAII Central Florida

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 best investment advice. The roundtable forum has worked…

 

Upcoming Chapter Meeting: AAII Southeast Florida

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 planning. Shawn Snyder will discuss new and rediscovered opportunities in planning…

 

Upcoming Chapter Meeting: AAII Sacramento

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 familiar with many effective methods of fundamental and…

 

Upcoming Chapter Meeting: AAII Austin

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 written extensively about the self-defeating nature of extensive taxation and how interest rates…