AAII Phoenix Chapter Meeting Schedule
AAII Phoenix Chapter AAII Phoenix Chapter
Investment Education Person-to-Person
The AAII Phoenix Chapter’s Meeting Schedule for 2023 - 2024

Season Tickets are Available.

October to April

Attend in-person or by Zoom

New Location:

Tempe Public Library

3500 S. Rural Road – off route 60

There are 42 seats available each meeting for in-person attendance.

There is no limit on Zoom attendance.

Refreshments may be purchased at the library café.

Meeting Cost:

1.    $60 – Season ticket for 7 monthly Chapter meetings October 2023 to April 2023.  One check, no per meeting payments.

2.    $10 – Pre-registration cost per Chapter meeting

3.    $15 – At-the-door registration per Chapter meeting

4.    No cost for the Summer SIG meetings May to September

 

Registration:

  1. Meeting announcements with registration information will be emailed to you before each meeting.
  2. You can attend by Zoom or in-person.
  3. Registration for the in-person seats is by first received.
  4. Season ticket holders can register by email.
  5. In-person attendees can participate in the door prize drawings.
  6. In-person attendees can participate in the Q & A with the speakers.
  7. In-person attendees can speak to the speakers one-on-one with the in-person speakers if they are available
  8. In-person attendees can socialize with the other Chapter members.

SEASON TICKET PAYMENT DETAILS:

  1. Fill out the form below.
  2. Make your check for $60 out to: AAII Phoenix Chapter
  3. Mail your check and form to the Chapter registrar:

Terry Karpinski

319 E. Catalina Lane

Queen Creek, AZ  85140

You will receive an email confirmation from the registrar.

  • Before each meeting, only if you plan to attend by Zoom, email Terry your Zoom intention and she will email you the Zoom link.

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Registration Form

Your Name: ________________________________________________

Your Email if you want a Zoom link___________________________

I plan to attend only in-person _____________

I plan to attend only by Zoom  ___________

I will attend sometimes in-person and sometimes by Zoom ------------

 

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2023-2024 Season Speakers

In addition to the morning speakers listed below, each meeting will have a short in-person Chapter member presentation and two in-person SIG meetings October through April.

All meetings will be on the second or third Saturday of the month.

 

October 21st, 2023

Jeff Greenblatt, Director and Author

In-Person Presentation

Lucas Wave International LLC

Price and Time Algorithms for Swing and Position Traders

 

November 18th, 2023

Amy Smith   

Zoom Presentation

Investor’s Business Dailey

How to Find the Market's Biggest Winners

 

December 16th, 2023

Martha Shedden, President and Co-Founder

Zoom Presentation

National Association of Registered Social Security Analysts

Social Security

 

January 2024 - TBD

Kevin Carter, Founder and Chief Investment Officer  

In-Person Presentation

EMQQ Global

The Future of Emerging Markets Investing

 

February 2024 - TBD

Andrew Reilly, Senior Director  

Zoom Presentation

Principal Global Investors

2024 Macro Outlook

 

March TBD - 2024

Jim Park, Professor of Law   

In-Person Presentation

UCLA Law School

Why Companies Commit Securities Fraud: Lessons From History

 

April TBD

John Kosar, Chief Market Strategist   

Zoom Presentation

Asbury Research

Better Returns, Less Risk by Following the Money

 

May 18th, 2024

Three Special Interest Group Presentations   In-Person and Zoom Presentations

 

June 15th, 2024

Three Special Interest Group Presentations   In-Person and Zoom Presentations

 

July 20th, 2024

Three Special Interest Group Presentations   In-Person and Zoom Presentations

 

August 17th, 2024

Three Special Interest Group Presentations   In-Person and Zoom Presentations

 

September 21st, 2024

Three Special Interest Group Presentations   In-Person and Zoom Presentations

 

AAII Disclaimer: The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations.

There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.

AAII Phoenix Chapter

AAII Disclaimer: The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.
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