{"id":82,"date":"2022-12-14T10:33:30","date_gmt":"2022-12-14T10:33:30","guid":{"rendered":"https:\/\/aaiiphoenix.com\/WP\/?page_id=82"},"modified":"2025-11-04T02:44:09","modified_gmt":"2025-11-04T09:44:09","slug":"schedule-2","status":"publish","type":"page","link":"https:\/\/aaiiphoenix.com\/WP\/schedule-2\/","title":{"rendered":"Schedule"},"content":{"rendered":"
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2025 – 2026 Schedule of Meetings\n
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*\n \n AAII Covid Protocols for in-person meetings<\/u>\n <\/a>\n <\/p>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n

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See the new meeting location below.<\/p>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n

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October 11th, 2025<\/h4>\n

Carolyn Boroden, The Fibonacci Queen, author – ElliottWaveTrader<\/span><\/p>\n

Introduction to Advanced Fibonacci time and price analysis <\/span><\/p>\n

Terry Karpinski – <\/span>Benefits of Owning a Racehorse<\/strong><\/p>\n Urban Adams \u2013 Personal Finance &amp; Retirement Income SIG<\/span><\/p>\n

Lowell Carty \u2013 Options and Analysis SIG<\/span><\/p>\n

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December 13th, 2025\n
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Scott Juds, President and CEO SumGrowth<\/p>\n

How to Tactically Trade Your Taxable Account and Achieve IRA-like Tax-deferred Growth<\/p>\n

Karen Kamenir \u2013 AAII Fundamental Stock SIG<\/p>\n

Terry Karpinski \u2013 Do You Want to Own a Race Horse?<\/p>\n

Clark Mills, Investment Protection SIG<\/p>\n <\/div>\n <\/div>\n

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February 7th, 2026<\/h4>\n

Presenter TBA<\/p>\n

Presentation title TBA<\/p>\n

Urban Adams \u2013 Personal Finance & Retirement Income SIG<\/p>\n

Kevin Pratt – How to Avoid Ugly Losses and Beat Index Funds<\/p>\n

Lowell Carty \u2013 Options and Analysis SIG<\/p>\n

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April 11th, 2025<\/h4>\n

Charles Rotblut, CEO, AAII<\/p>\n

Presentation title TBA<\/p>\n

Karen Kamenir \u2013 AAII Fundamental Stock SIG<\/p>\n

Kevin Pratt – How AI finds Reliable Patterns for Buying at Discounts<\/p>\n

Clark Mills, Investment Protection SIG<\/p>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n

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November 8th, 2025<\/h4>\n

Clark Mills, Investment Protection SIG<\/p>\n

Tim Bock, President of Summit Portfolio Management,<\/p>\n

Bonds<\/p>\n

Lowell Carty \u2013 Options and Analysis SIG<\/p>\n

Jim Ek \u2013 Basic Investing SIG<\/p>\n

Karen Kamenir \u2013 AAII Fundamental Stock SIG<\/p>\n

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January 10th, 2026\n
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Steve Shaw, Founder of Bondsavvy<\/p>\n

Presentation title TBA<\/p>\n

Clark Mills, Investment Protection SIG<\/p>\n

Paul Bulzacchelli \u2013 AI Infrastructure Stocks Beyond the Magnificent Seven<\/p>\n

Urban Adams \u2013 Personal Finance &amp; Retirement Income SIG<\/p>\n

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March 7th, 2026<\/h4>\n

Rob Berstein – Creating Better Risk-Adjusted Returns in an Uncertain Environment<\/p>\n

Lowell Carty \u2013 Options and Analysis SIG<\/p>\n

Member Speaker Presentation title TBA<\/p>\n

Karen Kamenir \u2013 AAII Fundamental Stock SIG<\/p>\n

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Updated Location.<\/strong><\/h4>\n

Starting October 2023 in-person meetings will be held at the:<\/p>\n

Tempe Public Library<\/span><\/p>\n

Located at: 3500 S. Rural Road, Tempe, Arizona<\/p>\n

Registration starts at 9:00 am. The meetings start at 9:30 am.<\/p>\n

Refreshments may be purchased at the library caf\u00e9.<\/strong><\/p>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n

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