2025 – 2026 Schedule of Meetings
See the new meeting location below.
October 11th, 2025
Carolyn Boroden, The Fibonacci Queen, author – ElliottWaveTrader
Introduction to Advanced Fibonacci time and price analysis
Terry Karpinski – Benefits of Owning a Racehorse
Urban Adams – Personal Finance & Retirement Income SIG
Lowell Carty – Options and Analysis SIG
December 13th, 2025
Scott Juds, President and CEO SumGrowth
How to Tactically Trade Your Taxable Account and Achieve IRA-like Tax-deferred Growth
Karen Kamenir – AAII Fundamental Stock SIG
Terry Karpinski – Do You Want to Own a Race Horse?
Clark Mills, Investment Protection SIG
February 7th, 2026
Presenter TBA
Presentation title TBA
Urban Adams – Personal Finance & Retirement Income SIG
Kevin Pratt – How to Avoid Ugly Losses and Beat Index Funds
Lowell Carty – Options and Analysis SIG
April 11th, 2025
Charles Rotblut, CEO, AAII
Presentation title TBA
Karen Kamenir – AAII Fundamental Stock SIG
Kevin Pratt – How AI finds Reliable Patterns for Buying at Discounts
Clark Mills, Investment Protection SIG
November 8th, 2025
Clark Mills, Investment Protection SIG
Tim Bock, President of Summit Portfolio Management,
Bonds
Lowell Carty – Options and Analysis SIG
Jim Ek – Basic Investing SIG
Karen Kamenir – AAII Fundamental Stock SIG
January 10th, 2026
Steve Shaw, Founder of Bondsavvy
Presentation title TBA
Clark Mills, Investment Protection SIG
Paul Bulzacchelli – AI Infrastructure Stocks Beyond the Magnificent Seven
Urban Adams – Personal Finance & Retirement Income SIG
March 7th, 2026
Rob Berstein – Creating Better Risk-Adjusted Returns in an Uncertain Environment
Lowell Carty – Options and Analysis SIG
Member Speaker Presentation title TBA
Karen Kamenir – AAII Fundamental Stock SIG
Updated Location.
Starting October 2023 in-person meetings will be held at the:
Tempe Public Library
Located at: 3500 S. Rural Road, Tempe, Arizona
Registration starts at 9:00 am. The meetings start at 9:30 am.
Refreshments may be purchased at the library café.