2025 Summer SIG Meeting Schedule
Summer SIG meetings are free of charge.
All meetings will be available in-person or by zoom.
May 17, 2025
9:15 – 9:45 Clark Mills, Investment Protection SIG – ZOOM
9:50 – 10:50 Karen Kamenir, AAII Fundamental Stock SIG
10:55 – 11:55 Lowell Carty, Options and Analysis SIG
May Zoom Link:
July 19, 2025
9:15 – 9:45 Clark Mills, Investment Protection – ZOOM
9:50 – 10:50 Jim Ek, Investing Basics SIG – ZOOM
10:55 – 11:55 Lowell Carty, Options and Analysis SIG
September 20, 2025
9:15 – 9:45 Clark Mills, Investment Protection SIG – ZOOM
9:50 – 10:50 Karen Kamenir, AAII Fundamental Stock SIG – ZOOM
10:55 – 11:55 Lowell Carty, Options and Analysis SIG
June 21, 2025
9:15 – 9:45 Clark Mills, Investment Protection – ZOOM
9:50 – 10:50 Lowell Carty, Options and Analysis SIG
10:55 – 11:55 Karen Kamenir, AAII Fundamental Stock SIG
June Zoom Link:
August 16, 2025
9:15 – 9:45 Clark Mills, Investment Protection – ZOOM
9:50 -10:50 Lowell Carty, Options and Analysis SIG
10:55 – 11:55 Karen Kamenir, AAII Fundamental Stock SIG – ZOOM
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
December 14th, 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
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
Updated:
April 12th, 2025
Lucas Felbel, Director of Portfolio Services, Dynamic Advisor Solutions In-Person
Asset Location
Terry Karpinski – Want to own mineral rights but don’t know what to do?
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.