9:30 – 10:00 am

Investment Protection SIG

Clark Mills, SIG Leader

This SIG focuses on wealth protection in perilous times. Foreseeable market volatility, inflation and other factors promise significant wealth destruction for the uninformed. Improved skills and strategies can help protect your portfolio and increase your wealth.

10:15 – 11:15 am

Roth IRA Strategies – Maximizing Wealth Creation –  In-person

Lucas Felbel CFP®, CIMA® – Private Wealth Advisor

Dynamic Wealth Advisors

Discover actionable strategies to leverage Roth IRAs for long-term wealth creation. This presentation will explore the benefits of tax-free growth, effective contribution techniques, and smart conversion strategies. Whether you’re starting fresh or optimizing existing retirement plans, learn how to make the most of your Roth IRA to secure a financially robust future.

Lucas Felbel CFP®, CIMA® is a seasoned financial planner and wealth advisor with over a decade of experience helping families, business owners, and high-net-worth individuals achieve their financial life goals. Specializing in  investment management, tax strategies , retirement and estate planning, and  household budgeting and debt management, Lucas provides personalized, holistic solutions tailored to each client’s unique needs.

Known for a client-first approach, Lucas builds trust and empowers clients to navigate complex financial decisions with confidence. Certified as a CERTIFIED FINANCIAL PLANNER® professional and CERTIFIED INVESTMENT MANAGEMENT ANALYST® professional, Lucas is committed to delivering long-term financial clarity and success.

11:15 to 12:15 pm

AAII Fundamental Stocks SIG –  In-person
Karen Kamenir , SIG Leader

Most often individuals only have the experience of their own situation, and not the experience of time and many situations. This SIG is a discussion of how advisors see things from their experience of working with many clients, at all stages of their investments, planning, taxes and risk management stages of client lives over decades. Knowing how advisors see things from their experiences can help individuals improve their own outcomes, and if they work with an advisor, how to get more from the relationship.

12:30 to 1:30 pm

Personal Finance & Retirement Income SIG –  In-person
Urban Adams , SIG Leader

Due to greater uncertainties, financial planning after retirement becomes more challenging. We all want to make good decisions. Where most investors get into trouble is not in their intent, it’s in their emotions and habits. The SIG’s focus is educating members how-to make informed financial decisions which are in their best interests.