The American Association of Individual Investors, Phoenix Chapter is presenting their
2024 summer SIG program.
Join us In-Person or Online via Zoom.
Summer SIG Meetings are free to attend.
Saturday, August 17th, 2024
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.
09:50 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 pm
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.
11:45 to 12:15 pm
Investor’s Business Daily SIG – In-person
Presented by: Jim Ek , SIG Leader
Investor's Business Daily's CAN SLIM investing model is a systematic approach to stock investing. If you’re looking to get rich quick, this isn’t it. This model emphasizes key factors for identifying solid stocks with above average potential. Fundamental and technical analysis are both important considerations used to identify stocks poised for significant price appreciation. There are rules for getting in and getting out of an investment to maximize gains and minimize losses. Pick a solid company, know the best time to buy, and the best time to sell to make consistent gains over time.
12:20 to 1:20 pm
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
MEETING DETAILS:
Date:
Saturday, August 17, 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
11:45 – 12:15 Jim Ek, IBD SIG
12:20 – 1:20 Craig Morningstar, How Would an Advisor See It SIG
Location:
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_w5y32YLpSdSGKmT3_n9LLg
Meeting details related to the Covid Pandemic:
Please Read the AAII COVID Protocol for In-Person Meetings
In-Person Attendee Acknowledgement |
