American Association of Individual Investror
Phoenix AZ Chapter

Please join our contact list so we may keep you informed on local events.

The 2024 summer and 2024-25 regular meeting schedules have been updated.

See the Schedule link above.

Information from previous presentations can be located on the ARCHIVE page on the menu above.

SIG Meetings:

9:15 to 9:45 am

Investment Protection SIG – Zoom

Presented by: Clark Mills, SIG Leader

This SIG focuses on wealth protection in perilous times. Foreseeable market volatility, inflation and other factors promise significant wealth destruction for the uninformed. Improved skills and strategies can help protect your portfolio and increase your wealth.

9:50 to 10:35 am

AAII Fundamental Stocks SIG – In-person

Presented by: Karen Kamenir, SIG Leader

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.

10:40 to 11:40 am

Options and Analysis SIG – In-person

Presented by: Lowell Carthy , SIG Leader

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. Participant experience ranges from initial learning to active traders. We work closely with the AAII Fundamental Stocks and Investment Protection SIGs.

10:40 to 11:40 am

How Would Your Advisor See It – In-person

Presented by: Craig Morningstar , SIG Leader

How Would an Advisor See It SIG: Client and Prospects and What Advisors Can and Cannot Do for Them

Date:

Saturday, May 18, 2024

Time: Arizona time

9:15 – 9:45  Clark Mills, Investment Protection SIG –  ZOOM

9:50 – 10:35  Karen Kamenir, AAII Fundamental Stock SIG

10:40 – 11:40  Lowell Carty, Options and Analysis SIG

11:50 – 12:20   Jim Ek,  Anatomy of a Stock Chart IBD Version – ZOOM

12:25 – 1:25  Craig Morningstar, How Would an Advisor See It SIG: Client and Prospects and What Advisors Can and Cannot Do for Them

New meeting location:

Tempe Public Library – see map below

Friends of the Library meeting room

3500 S Rural Rd

Tempe, AZ 85282

or

By Zoom Webinar – Registration Required

https://us02web.zoom.us/webinar/register/WN_hRkpMGvRQx2mFQPX6tblRA

Cost:  Free [The Phoenix Chapter is paying for the meeting’s cost]

Meeting details related to the Covid Pandemic:

Please Read the AAII COVID Protocol for In-Person Meetings

In-Person Attendee Acknowledgement