Critical Pillars of Financial Success

by Craig Morningstar, Chief Operating Officer, Chief Information Security Officer Dynamic Advisor Solutions

Financial success is more than a destination, it is a lifelong journey of living in your “financial house”. Effectively balancing efforts and maintaining all parts of a financial house together are the basic pillars of on-going financial success.

1. The basic pillars of success are income vs. spending,

2. Saving and investing to meet on-going goals

3. Reasonable risk management that changes with time and needs

4. Managing taxes is often more important than we realize

5. Transition of assets to others with a plan or without you 

You will Learn:

1. Realization that everyone has a financial house and planning, and maintenance are important

2. Success with your financial house is more than just investing

3. How you and the professionals you work with can always be working to improve your outcomes

Meeting Details

Date:

Saturday, February 11, 2023

Time:

9:00 am Registration, Social, Coffee

9:30 am Chapter business

9:40 am Critical Pillars of Financial Success by Craig Morningstar, Chief Operating Officer, Chief Information Security Officer, Dynamic Advisor Solutions

11:15 am Refreshments

11:30 am What works for me–might for you–or Not!–Jim Wick, AAII Life Member

12:00 pm Door Prizes

12:10 pm AAII Fundamental Stock SIG – Karen Kamenir, SIG Leader

1:15 pm Investment Protection SIG – Clark Mills, SIG Leader

Location:

Jewish Community Campus

12701 North Scottsdale Road, Scottsdale, Arizona

Drive on 101 to exit 40 [E. Cactus Road]
Drive 2 miles west on E. Cactus to N. Scottsdale Rd.
Turn right on N. Scottsdale Rd. The Center is 1/8 mile on your right.  

Payment Options:

Mail in advanced registration - $9.00  [fee has not increased in 22years]

On-line with Eventbrite - $12:00  [includes Eventbrite’s commission]     

At-the-door registration - $15.00

Register in advance by:

mailing your $9.00 check with the meeting date on it to:

Terry Karpinski
319 E Catalina Lane
Queen Creek, AZ 85140 

Mail in advance registration must be received by the registrar February 9th, 2023

Or on-line with Eventbrite for $12.00      

Eventbrite registration link:

https://www.eventbrite.com/e/aaii-phoenix-chapter-february-meeting-tickets-498058264677

Eventbrite advance registration must be done by February 9th, 2023

The afternoon SIG meetings are included in the Chapter meeting fee.

12:10 pm to 1:10 pm

AAII Fundamental Stock SIG Presentation

Presented by: Karen Kamenir

1:15 pm to 2:15 pm

Investment Protection SIG Presentation

Presented by: Clark Mills

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.

CHAPTER MESSAGE

We have a new program by chapter members: What Works for Me – Financially

If you are interested in making a 20 minute presentation on the broad subject at our Chapter meeting, contact me at areamer@mindspring.com
Thank you,
Allen Reamer, Chapter President