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Attend in-person or by Zoom for free: |
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The American Association of Individual Investors, Phoenix Chapter is presenting their
April 2025 Regular and SIG program.
Join us In-Person or Online via Zoom.
Zoom Link:
Saturday, April 12th, 2025
10:15 – 11:15 am
Optimal Asset Location – The Right Investment. In the Right Account. At the Right Time – In-person
Lucas Felbel CFP®, CIMA® – Private Wealth Advisor
Dynamic Wealth Advisors
Understanding where you hold your investments can be just as important as what you invest in. Strategic asset placement across taxable, tax-deferred, and tax-free accounts can help reduce taxes and improve after-tax returns. This session will explore key strategies for tax-efficient investing, including the benefits of ETFs vs. mutual funds, optimal account placement of stocks and bonds, and techniques like tax-loss harvesting. Gain insights to help maximize your portfolio’s efficiency and keep more of your returns working for you. 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.
Update: Want to race horse but don’t know what to do ? – In-person
Terry Karpinski – Board Member
Updating the ins and outs of owning horse.
12:00 to 1:00 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.
1:15 to 2:15 pm
Options and Analysis SIG – In-person
Lowell Carty, SIG Leader
All AAII participants are invited to improve their wealth-building and management skills through the use of option instruments and analysis tools. You will benefit from a combination of tutorial presentations and active discussions that range from use of options to generate monthly income, “hedging” for protection of your stocks and directional trades.
2:00 to 3:00 pm
Basic Investing SIG – In-person Jim Ek, SIG Leader
Option Basics”. What is a ‘call’ or a ‘put’? Basic strategies for using options to supplement stock trades without becoming a ‘trader.’
MEETING DETAILS:
Date:
Saturday, April 12th, 2024
Time: Arizona time
10:00 Announcements
10:15 Lucas Felbel CFP®, CIMA® – Private Wealth Advisor
Dynamic Wealth Advisors
Optimal Asset Location – The Right Investment. In the Right Account. At the Right Time
Q&A
11:15 Terry Karpinski – Update: What to own a horse?
11:45 Break
12:00 Personal Finance & Retirement Planning – Urban Adams, SIG Leader
1:00 Options and Analysis SIG – Lowell Carty, SIG Leader
2:00 Basic Investing – Jim Ek, SIG Leader
2:30 Door Prizes for in-person attendees
Meeting location:
Tempe Public Library – Link to Google Maps
Friends of the Library meeting room
3500 S Rural Rd
Tempe, AZ 85282
Location:
Meeting location:
Tempe Public Library – see map below
Friends of the Library meeting room
3500 S Rural Rd
Tempe, AZ 85282 |
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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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