2024 Summer SIG Meeting Schedule
Summer SIG meetings are free of charge.
All meetings will be available in-person or by zoom.
May 18, 2024
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
11:50 – 12:20 Jim Ek, Anatomy of a Stock Chart IBD Version – ZOOM
12:25 – 1:25 Craig Morningstar, How Would an Advisor See It SIG: Client and Prospects and What Advisors Can and Cannot Do for Them
May Zoom Link: Registration Required
https://us02web.zoom.us/webinar/register/WN_hRkpMGvRQx2mFQPX6tblRA
July 20, 2024
9:15 – 9:45 Clark Mills, Investment Protection – ZOOM
9:50 – 10:50 Craig Morningstar, How Would an Advisor See It SIG: How Advisor See Financial Planning or Don’t Do It
10:55 – 11:40 Karen Kamenir, AAII Fundamental Stock SIG
11:45 – 12:45 Lowell Carty, Options and Analysis SIG – ZOOM
September 21, 2024
9:15 – 9:45 Clark Mills, Investment Protection SIG – ZOOM
9:50 – 10:50 Lowell Carty, Options and Analysis SIG – ZOOM
10:55 – 11:55 Craig Morningstar, How Would an Advisor See It SIG: Is It the Price You Pay or The Value You Get
12:00 – 12:45 Karen Kamenir, AAII Fundamental Stock SIG
June 15, 2024
9:15 – 9:45 Clark Mills, Investment Protection – ZOOM
9:50 – 10:50 Lowell Carty, Options and Analysis SIG
10:55 – 11:25 Jim Ek, The 3 Most Common/Profitable Chart Patterns – ZOOM
11:30 – 12:30 Craig Morningstar, How Would an Advisor See It SIG: Common Ways Advisors Management Investments
June Zoom Link: Registration Required
https://us02web.zoom.us/webinar/register/WN_o7rxWr1rT1Gal9HyawoEMw
August 17, 2024
9:15 – 9:45 Clark Mills, Investment Protection – ZOOM
9:50 – 10:35 Karen Kamenir, AAII Fundamental Stock SIG – ZOOM
10:40 – 11:40 Lowell Carty, Options and Analysis SIG
11:45 – 12:15 Jim Ek, Market Timing – ZOOM
12:20 – 1:20 Craig Morningstar, How Would an Advisor See It SIG: How Clients Can Get More from Advisors – Just Ask
2024 – 2025 Schedule of Meetings
See the new meeting location below.
October 12th, 2024
Craig Morningstar, Chief Operating Officer Emeritus, Chief Information Security Officer
Emeritus Dynamic Advisor Solutions In-Person
Portfolio Ideas and Construction Best Practices
Urban Adams – Personal Finance & Retirement Income SIG
Lowell Carty – Options and Analysis SIG
Jim Ek – Investor’s Business Daily SIG
February 8th, 2025
Carolyn Boroden, The Fibonacci Queen, author -ElliottWaveTrader
Introduction to Advanced Fibonacci time and price analysis
Clark Mills, Investment Protection SIG
Karen Kamenir – AAII Fundamental Stock SIG
Urban Adams – Personal Finance & Retirement Income SIG
December 17th, 2024
Bill Smith, President, Harmon Fixed Income In-Person Bonds
Jim Ek – Investor’s Business Daily SIG
Craig Morningstar, How Would Your Financial Advisor See It
Clark Mills, Investment Protection SIG
April 12th, 2025
Lucas Felbel, Director of Portfolio Services, Dynamic Advisor Solutions In-Person
Asset Location
Urban Adams – Personal Finance & Retirement Income SIG
Lowell Carty – Options and Analysis SIG
Jim Ek – Investor’s Business Daily SIG
November 9th, 2024
Robert Miner, Founder, Dynamic Traders Group Zoom
Trend Position and Trade Strategies for S&P, Dollar and Gold
Lowell Carty – Options and Analysis SIG
Jim Ek – Investor’s Business Daily SIG
Craig Morningstar, How Would Your Financial Advisor See It
January 11th, 2025
Kevin Carter, Founder and Chief Investment Officer, EMQQ Global Zoom
The Future of Emerging Markets Investing
Craig Morningstar, How Would Your Financial Advisor See It
Clark Mills, Investment Protection SIG
Karen Kamenir – AAII Fundamental Stock SIG
March 8th, 2025
John Cole Scott, Chief Investment Officer, Closed-End Fund Advisors, Inc. Zoom
The ABCs of BDCs & Closed-End Funds:
Dividend Confidence, Activism Following and Tax-Loss Swapping for Potential Alpha
Karen Kamenir – AAII Fundamental Stock SIG
Urban Adams – Personal Finance & Retirement Income SIG
Lowell Carty – Options and Analysis 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.