AAII Phoenix Chapter
presents on
January 13th, 2024
9:40 to 11:10 am Arizona time
How to Find the Market's Biggest Winners – via Zoom
Amy Smith, National IBD speaker and author
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:
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- 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.
Bio:
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.
11:30 to 12:10 pm Arizona time
What Works for Me Financially – TBA
12:10 to 1:10 pm Arizona time
Options and Analysis SIG – In-person
Lowell Carty, 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.
1:15 to 2:15 pm Arizona time
Estate Planning & Administration SIG – In-person
Kristel Patton, SIG Leader
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.
MEETING DETAILS:
Date:
Saturday, January 13th, 2024
Time:
9:00 Registration
9:30 Announcements
9:40 Andrew Reilly, Market Director Wealth Advisory Solutions, Principal Asset Management 2024 Year Ahead Economic Outlook
Q&A
11:15 Break
11:30 Chapter Member Presentation - TBA
12:15 Door Prizes for in-person attendees
12:10 Options and Analysis SIG – Lowell Carty, SIG Leader
1:15 Estate Planning and Administration SIG – Kristel Patton, SIG Leader
Location:
Tempe Public Library
Friends of the Library meeting room
3500 S Rural Rd
Tempe, AZ 85282
or
By Zoom Webinar
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 Zoom link
2. Pre-registration: Mail In
Mail your $10.00 check to Terry Karpinski, Registrar, with the meeting date.
If you are attending by Zoom, include your email address in order to receive your Zoom link.
Terry Karpinski, Registrar
319 E. Catalina Lane
Queen Creek, AZ 85140
The advance mail registration must be received by the registrar by January 12th
3. Pre-registration: On-line with Eventbrite – $13.00
Eventbrite registration link:
https://www.eventbrite.com/e/aaii-phoenix-chapter-january-meeting-tickets-780254772027?aff=oddtdtcreator
On-line registration must be done by January 12th.
4. On-site registration [space available] – $15
Meeting details related to the Covid Pandemic:
Please Read the AAII COVID Protocol for In-Person Meetings
In-Person Attendee Acknowledgement |
