AAII Orange County Events
AAII local chapters, grasssroots organizations led by volunteer AAII members, allows
AAII to extend its mission “person to person” to individual investors in their own
communities by programming meetings that provide unbiased investment education in
a social context.
The Orange County Chapter Mission Statement:
AAII local chapters, grasssroots organizations led by volunteer AAII members, allows
AAII to extend its mission “person to person” to individual investors in their own
communities by programming meetings that provide unbiased investment education in
a social context.
The Orange County Chapter Mission Statement:
- Provide current information for the individual investor that can be used to
improve investment decisions. - Deliver educational presentations to increase personal knowledge of
fundamental investment principles. - Discuss interesting and stimulating topics for general investment/business
market interest, discussion and enjoyment.
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Upcoming Meetings--All are Chapter Meetings unless otherwise noted--see
below for locations:
below for locations:
- February 26--Using Investor's Business Daily to Maximize Your Profits--David
Saito-Chung, Senior Markets Writer, IBD www.investors.com - March 11--(Friday Night 6:30 to 8:00 p.m. Special Time at Balearic Center)--A
Steady Income Stream--Roger Conrad--Editor, Utility Forecaster Click here for
Article by Roger Conrad - April --No Meeting
- May 14--Using Barron's Resources for Investing--Peter Miller--Statistics Director,
Barrons www.barrons.com - June 4--Reverse Mortgages as an Alternative Asset--Robert Trommler, Senior
Products Manager, Wells Fargo Bank www.wellsfargo.com - July--No Meeting
- August 20--Time-tested Mutual Fund Managers and Investment Strategies--
Benjamin Shepherd, Editor of Louis Rukeyser’s Mutual Funds and Louis Rukeyser’s
Wall Street www.investingdaily.com - September 17--(Special Time 1:00 p.m.) Economic Indicators, the Market and
ETFs--Matthew McCall, President, Penn Financial Group LLC www.
pennfinancialgroup.com - October --No Meeting
- November TBD--Federal and State Income Tax Law Update--Herb Farrington, Tax
and Financial Services
Chapter meetings are be held at:
9:00 a.m.
Balearic Community Center
1975 Balearic Dr.
Costa Mesa, CA 92626
Click here for Mapquest Map
Roundtables held at :
9:00 a.m.
Office Building 2nd Floor Conference Room
9550 Warner Ave.
Fountain Valley, CA 92708
9:00 a.m.
Balearic Community Center
1975 Balearic Dr.
Costa Mesa, CA 92626
Click here for Mapquest Map
Roundtables held at :
9:00 a.m.
Office Building 2nd Floor Conference Room
9550 Warner Ave.
Fountain Valley, CA 92708
Balearic Center
