AAII Phoenix Chapter
presents on
February 10th, 2024
9:40 to 11:10 am Arizona time
2024 Year Ahead Economic Outlook – via Zoom
Andrew Reilly, Market Director, Wealth Advisory Solutions, Principal Asset Management
What a difference a year makes! Just when we thought things in the market were getting worse (Dec 2022), they snapped back. What explains the performance of 2023? What’s taking the recession so long? Will the Fed cut next year? Andrew Reilly will share with us Principal Global Investors’ view on the economy and investment landscape for 2024. What are the expectations for growth, inflation, policy in the U.S. and overseas? What’s going on with housing? How will the election affect things next year? What are the key risks to watch out for in 2024?
What you will learn:
- Expectations for growth, inflation and policy in the US and overseas
- Prospects for the housing market
- Impact of the election on the financial markets
- Key risks for 2024
Bio:
Andrew Reilly, Market Director at Principal Asset Management, represents Principal to the advisor community in Southern California, Southern Nevada, and Arizona. Andrew graduated summa cum laude from Trinity College, Hartford, and started in the investment industry in 1998. He holds the CIMA®, CEPA®, and AIF® designations, and previously served as a Regional Manager for Lord Abbett & Co.
Andrew’s volunteer work includes leading chapel at RJ Donovan state prison, coaching at JH Outback California, and serving on the board of the Rescue Institute. He currently resides in San Diego, Ca. Andrew Reilly is a Registered Representative of Principal Funds Distributor, Inc. AIF - Accredited Investment Fiduciary is an education designation only and the holder is not acting in a fiduciary capacity 2429527-09202
11:30 to 12:10
IBD Leaderboard Report – – In-person
Jim Ek, AAII Phoenix Chapter Board Member
Jim reports his financial results using Investor Business Daily’s Leaderboard
SIG Meetings:
12:10 to 1:10 pm Arizona time
AAII Fundamental Stock SIG – In-person 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.
1:15 to 2:15 pm Arizona time
Investment Protection SIG – In-person
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.
MEETING DETAILS:
Date:
Saturday, February 10th, 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 IBD Leaderboard Report – Jim Ek, Chapter Board Member
12:15 Door Prizes for in-person attendees
12:10 AAII Fundamental Stock SIG – Karen Kamenir, SIG Leader
1:15 Investment Protection SIG – Clark Mills, 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 February 8th
3. Pre-registration: On-line with Eventbrite – $13.00
Eventbrite registration link:
https://www.eventbrite.com/e/aaii-phoenix-chapter-february-meeting-tickets-774961770517
On-line registration must be done by February 8th.
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 |
