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, September 21st, 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.
9:50 to 10:50 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.
10:55 to 11:55 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
12:00 to 12:45 pm
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.
MEETING DETAILS:
Date:
Saturday, September 21, 2024
Time: Arizona time
9:15 – 9:45 Clark Mills, Investment Protection SIG – ZOOM
9:50 – 10:50 Lowell Carty, Options and Analysis SIG
10:55 – 11:55 Craig Morningstar, How Would an Advisor See It SIG
12:00 – 12:45 Karen Kamenir, AAII Fundamental Stock 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_W997f5ENS_eSCoAaXn8Uzg
Meeting details related to the Covid Pandemic:
Please Read the AAII COVID Protocol for In-Person Meetings
In-Person Attendee Acknowledgement |
