Meeting Dates and Topics

CLICK HERE TO RSVP/REGISTER

Please RSVP for the September 11, 2010 meeting:
Your prompt response would be most appreciated.

DATE:
Saturday, September 11, 2010 , 10 A.M. Registration
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225

The Baltimore Chapter of AAII will begin the program with a brief group discussion. This will be followed by the main presentation.

PRESENTATION TOPIC-- 'Tax Advantaged Strategies'

Charge/Fee: 
There is $5 for pre-registered members and guests with RSVP before September 8th.

$7 per person and per guest after that date with pre-registration.
$10 per person at-the-door if you are not pre-registered

CASH AT-THE-DOOR PAYMENT FOR ALL ATTENDEES.

Previous Meetings

DATE:
July 10, 2010 , 10 A.M. Registration
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225

The Baltimore Chapter of AAII will begin the program with a brief group discussion. This will be followed by the main presentation.

PRESENTATION TOPIC--  'KBS REIT II - How Institutional Investors Purchase Real Estate: the Difference between Traded REITs and non-traded REITs'

PRESENTATION OVERVIEW:
Most individual investors consider REITs as a portfolio diversification tool. Matt will discuss the differences in how institutions look at the real estate market and the opportunities available and how you, as an individual, should evaluate any REIT being considered.

DATE:  April 10, 2010 , 10 A.M. Registration
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225

The Baltimore Chapter of AAII will begin the program with a brief group discussion. This will be followed by the main presentation.

PRESENTATION TOPIC-- 'Taxes and Alternatives to Shape Investment Planning'

SPEAKER BIOGRAPHY:
David Goldner, CP, CFP, CVA
Managing Partner Gross, Mendelsohn & Associates, P.A

David Goldner, CPA, CFP, CVA, is managing partner of Gross, Mendelsohn & Associates, P.A., a CPA and business consulting firm. He specializes in delivering integrated tax, estate and investment planning strategies to clients. David serves on the board of directors of the Baltimore Estate Planning Council and the investment committees of the Susan G Komen Foundation of Maryland and Big Brothers Big Sisters of Central Maryland.

DATE: Saturday, March 13, 2010
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225

PRESENTATION TOPIC-- 'Estate Planning 101'

PRESENTATION DESCRIPTION--
This presentation will focus on preserving your wealth through proper estate planning. Topics will include wills, trusts, long term care, probate and the best way to title your assets to protect your heirs.

SPEAKER INFORMATION:
Daniel G. Kaplan, J.D.
The Collins Firm

Daniel Kaplan has written extensively about estate and retirement planning issues for national publications. With a J.D. and a Masters of Laws in Taxation from Georgetown University Law Center, Mr. Kaplan is an expert in compensation, benefits and tax issues. He has drafted over ten thousand Estate plans for clients of the firm. He is a member of the Bars of the District of Columbia and Maryland.

DATE: February 13, 2010

Due to the massive snowstorm, the February 13, 2010 Meeting was postponed until April.

William Sterling III:
Towson University – Economics
Ameriprise Financial – Advanced Financial Advisor
Area of Focus: Investment, Retirement & Tax Planning

 DATE: March 14, 2009 , 9:45 A.M.

The Baltimore Chapter of AAII will begin the program with a roundtable discussion about any general investing topic our members would care to discuss. The roundtable discussion will be followed by the main presentation covering the changes occurring in annuities over the past few years, including market participation, expense ratios, and guarantees.

PRESENTATION TOPIC-- 'A New Era of Annuities'

• Discuss the pros and cons of annuities
• Find out how annuities can provide market exposure with limited risk
• Discover if today's annuities have a place in your financial plan

SPEAKER:
Ryan Lenet
Financial Planning Specialist, Smith Barney

The Baltimore Chapter of AAII will begin the program with a roundtable discussion about technical vs. fundamental investing. The roundtable discussion will be followed by the main presentation covering evaluating your sources of retirement income, controlling taxes and tailoring an income strategy suiting your needs in retirement.

• Learn how to evaluate your sources of retirement income
• Take control of taxes
• Create a retirement income strategy

SPEAKER:
Justin T. Taillon
Financial Advisor, Ameriprise Financial

SPEAKER BIOGRAPHY:
Justin Taillon is a financial advisor with Ameriprise Financial. He specializes in Retirement and Estate Planning, helping clients transition from the accumulation to distribution phase of investing.

DATE: January 17, 2009 , 9:45 A.M.

PRESENTATION TOPIC-- 'Tax-savvy Investment Strategies'

SPEAKER:
David A. Goldner, CPA, CFP, CVA
Partner
Gross, Mendelsohn & Associates, P.A.
 

SPEAKER BIOGRAPHY:
As a tax partner at Gross Mendelsohn, David's major responsibilities include tax and financial planning for many of the firm's clients. He is in charge of the company's personal financial planning and business valuation committees. In addition to being a CPA, David is a Certified Financial Planner, a Certified Mutual Fund Specialist and a Certified Valuation Analyst. He graduated from the University of Maryland in 1979 with a bachelor's degree in accounting. He received a master's degree in taxation from the University of Baltimore. David serves as an officer and is on the board of directors of the Baltimore Estate Planning Council and the Susan G Komen Foundation of Maryland.

DATE:  Saturday, November 8, 2008 , 10 A.M.

DATE:
October 11, 2008 , 10 A.M.

PRESENTATION TOPIC-- 'Armageddon or Opportunity'

In this engaging presentation, you will learn:

• Should you have seen the Global Financial Meltdown, including the collapse of Bear Stearns and Merrill Lynch?

• Did you exit the soaring commodity markets with a profit, or allow your profit to evaporate?

• Are you focused on emerging markets and is this a good place to be now?
   

REASONS TO ATTEND:

• What's next - Armageddon or Opportunity?
• Join us for a lively discussion of the current global macro economic crisis and a look at the near and long term prospects.

SPEAKER:
Barry Strudwick
Chief Investment strategist
Strudwick Wealth Management
 

SPEAKER BIOGRAPHY:
Barry Strudwick is president of Strudwick Wealth Strategies, an investment counseling and portfolio management firm serving an international client base. Barry also heads the firm’s investment committee and serves as the lead portfolio manager on investment portfolios for over 250 clients. In addition, he is an experienced real estate investor having served as both a general partner and investor in resort properties in the United States, Costa Rica, Nicaragua and Belize.

In 2001, as a result of his economic analysis on the impact of globalization and the demographic wave of aging Baby Boomers, Barry made a strategic decision to diversify his activities to include real estate investment in Central America. He currently travels extensively in Central America as both a speaker and investor with over 45 trips to Costa Rica, Nicaragua and Belize in the past 3 years. This “on the ground” approach has resulted in his being the general manager of the 1000 acre Del Pacifico Golf & Beach Resort in Costa Rica and he is the Managing Partner of Costa Reit Partners, LLC a private land banking partnership with over 2,000 acres in Central America.

For 13 years, Barry was host of the public radio show, Mutual Perspectives™ which featured interviews with the world’s leading financial & investment experts. In addition, he has published over 500 articles and columns on personal and corporate wealth strategies. Barry’s comments on the market are frequently cited in such diverse publications as The Nikkei Times in Tokyo to CNBC and The Investment News. He holds degrees from Emory University in Atlanta, Georgia and The Wharton Graduate School of Finance at The University of Pennsylvania.

DATE:
September 13, 2008 , 10 A.M.

PRESENTATION TOPIC-- 'Options Trading' -- CLICK HERE TO DOWNLOAD A COPY OF RISHI'S POWERPOINT PRESENTATION USED AT THE MEETING. If you do not have PowerPoint on your computer, you will need to download the PowerPoint 2007 viewer program. I have posted information about the PowerPoint 2007 viewer program here.

In this engaging presentation, you will learn:

• About options, simple and complex strategies
• The players and agendas in the options market
• Diversifying and protecting your overall portfolio using options
• Additional income generating strategy using covered calls

REASONS TO ATTEND:

• Discuss and share options trading experiences

• Explore various options trading strategies

• To find out if investing through options is for everybody

SPEAKER:
Hrushikesh "Rishi" Nalubola
President, Shri Capital, LLC

SPEAKER BIOGRAPHY:

Mr. Nalubola previously was a Sr. Design Engineer and Lead technical engineer for Philips Semiconductors. He was also involved in strategic positioning of Philips' semiconductor business, competitive analysis and promotion of the company at trade shows and conferences. He received an M.B.A. from George Washington University in 2000. In 2004, following his departure from Philips, Mr. Nalubola formed Shri Capital, LLC, a CTA (Commodity Trading Advisor) firm. He has acquired over 15 years of experience in trading stocks and stock options and over 10 years of experience in trading futures and futures options. He is a member of NFA (National Futures Association). Further information about his company can be found at www.shricapital.com.

DATE:
August 9, 2008 , 10 A.M.

PRESENTATION TOPIC--  'Empowering The Individual Investor'

In this engaging presentation, you will learn

• ‘The Five Keys to Successful Investing’
• Diversify
• Reduce Costs
• Minimize Taxes
• Invest Consistently
• Personalization

SPEAKER:
Mary Gotschall
Vice President of Marketing Communications
FOLIOfn Investments, Inc.
Vienna, VA  22182

SPEAKER BIOGRAPHY:
Mary Gotschall is Vice President of Marketing Communications at FOLIOfn Investments, Inc., the innovative online brokerage firm based in the Washington, DC metro area. Ms. Gotschall holds an MBA from Columbia Business School and spent a number of years as a financial journalist, prior to entering the field of communications. Her articles about business and investing have appeared in Bloomberg News, the Washington Post and the website of Money magazine, among other venues. She also co-authored a personal finance book entitled It’s About the Money! (Random House, 2000) and a guide for American companies doing business in Europe, called Bridging the Atlantic (U.S. Chamber of Commerce, 2000). She is a native of the Washington, DC area and resides in Falls Church, Va.

Attendees will learn the following:

• How the FOLIOfn technology platform empowers individual investors

• How FOLIOfn enables investors to be socially responsible

Why you should attend:

• Your financial freedom is important!

• Hear firsthand about the online brokerage that was selected as “Best of The Web for Alternative Investing” by Forbes.com

DATE:
June 21, 2008 , 10 A.M.

PRESENTATION TOPIC-- 2 Topics for this month's special presentation:
1. Stock Market and Economic Outlook
2. Benefits of Diversified Multi-Strategy Portfolios

SPEAKER:
Carlos A. Esteves, CIMA, CMFC
Vice President, Prudential Investments
Wealth Consultant – MidAtlantic Region
(973) 367-4388

SPEAKER BIOGRAPHY:
Carlos Esteves is Vice President and Wealth Consultant for the MidAtlantic Region. He is responsible for the sales of separately managed accounts within the Bank Private Wealth Management and Broker/Dealer Channels. Carlos has over 20 years of industry experience and has worked with fee-based investment management solutions for the last 15 years.

Carlos received his BA in Economics from Montclair State College. He is a member of IMCA (Investment Management Consultants Association) and received his CIMA (Certified Investment Management Analyst) designation from Wharton School of Business in 2003. Carlos also holds the Certified Mutual Fund Counselor designation from the College for Financial Planning.

SATURDAY, May 10, 2008--

PRESENTATION TOPIC:
'International Investing - Do you really need global exposure?'

SPEAKER:
Juergen Dietrich, CFP - A.G.Edwards
juergen.dietrich@agedwards.com

SPEAKER BIOGRAPHY:
Mr. Dietrich is a financial consultant and Certified Financial Planner. He has been with A.G. Edwards for 19 years and works extensively with retirement planning and income investing.

Three reasons to attend:

1. Can you get overseas exposure through U.S. companies?
2. Should you choose mutual funds, ETFs or foreign stocks?
3. What are the risks of global investing?

Three things you will learn:

1. How to evaluate your current international exposure
2. What to look for in mutual funds and ETFs investing in world markets
3. How markets correlate in a global economy

SATURDAY, April 12, 2008--

PRESENTATION TOPIC:
'Real Estate Investments Vehicles: REITS and others'

SPEAKER:
John Richa
President, American Business Enterprises, Inc.

SPEAKER BIOGRAPHY:
From 1990 to the present, John Richa has served as President for 2 companies (currently, American Business Enterprise ,Inc.) providing broker services for the sale of mid-size closely held companies. The company's services include the sale or lease of commercial and investment properties. Mr. Richa also serves as adjunct instructor of various real estate courses at the Community College of Baltimore County.

Three reasons to attend:

1. Network with others with like interests.
2.  Explore real estate investments opportunities
3. Find out about safe investing.

Three things you will learn:

1. REITS 
2. Anatomy of a real estate investment
3. Various mathematical concepts to valuing  real estate investments

SATURDAY, MARCH 8, 2008--

PRESENTATION TOPIC:
'Asset Allocation Within the Investment Process'

SPEAKER:
Matt Moore
Merrill Lynch

SPEAKER BIOGRAPHY:
Matt Moore, Vice President, has over 18 years experience in the financial services industry, 16 with Merrill Lynch. He earned a Bachelor of Business Administration with a concentration in Economics from James Madison University. His primary areas of practice include wealth management and professional money management. Matt also focuses on working with Foundations/Non-Profits and corporate clients, both public and private.

Three reasons to attend:

• Current Investment Environment Explanation
• Learn the Investment Process utilized by the most successful Pension Funds, Endowments, etc.

• Discover the cost versus value benefit of professional management 

Three things you will learn:

• Take the emotion out of the investment process
• Merrill Lynch and most large investment firms have huge resources available for investors
• Along with asset allocation, the investment process works in all markets

SATURDAY, FEBRUARY 16, 2008--

There are 2 pdf file downloads available from this presentation.
1. Click here to download a pdf copy of Bob Pugh's PowerPoint Presentation.
2. Click here to download a pdf copy of the Workshop Examples / Materials.

PRESENTATION TOPIC:
'Portfolio Performance Evaluation'

SPEAKER:
Bob Pugh, CFA
President, Insight Wealth Management, Inc.

SPEAKER BIOGRAPHY:
Bob Pugh, CFA, Founder and President of Insight Wealth Management, Inc. (IWM) in Gainesville, Virginia has twenty years of experience as a portfolio manager, analyst and financial educator. IWM provides investment and wealth management services to individuals, businesses and charitable organizations. In addition to his work at IWM, Bob is a faculty member of the Johns Hopkins University’s Carey School of Business teaching graduate level courses in investment analysis and portfolio management.

Three reasons to attend:
• Find out how the portfolio performance provided by your investment professional is calculated
• Learn how risky your portfolio might be
• Participate in the hands on workshop and get the most out of the presentation

Three things you will learn:
• Techniques of measuring portfolio performance for return and risk, and comparing that performance to relevant benchmarks
• Use portfolio performance analysis to evaluate investment strategies
• Assess the investment performance of services provided by financial advisors

Saturday, January 19th, 2008 -- CLICK HERE TO DOWNLOAD COPY OF POWERPOINT SLIDESHOW PRESENTATION (this is a pdf file of the presentation)
PRESENTATION TOPIC:
Building a Diversified Portfolio

SPEAKER:
Jeffrey Roes
Financial Consultant, Charles Schwab
Lancaster, PA
Click here for Jeffrey Roes' Biography

Three reasons to attend:
Develop an understanding of yourself as an investor.
Identify your objectives and risk tolerance
Determine how asset allocation affects results

Three things you will learn:
What basics you need to consider before investing
How to assess your current investment plan
What you can do to control risk in your portfolio

Saturday, November 8th, 2007 --

PRESENTATION TOPIC:
Locally: Why Location DOES matter.

SPEAKER:
Bernie Kohn
Baltimore Sun Columnist

Bernie Kohn has been assistant managing editor for business news at the Baltimore Sun since 2004. He previously served as an assistant financial editor at The Washington Post and in various editing and writing positions at newspapers in Tampa, Charlotte and Pittsburgh. He is the vice president of the Society of American Business Editors and Writers (SABEW) and will become president of the 3,500-member professional organization next May. He conceived and co-edited the series on Baltimore’s ground rent system that was a finalist for the Pulitzer Prize this year and led to a rewrite of Maryland’s archaic property-ownership laws. He has been a speaker at seminars at the Knight Center for Specialized Journalism, the American Press Institute and the Southern Newspaper Publishers Association. Kohn is a 1982 graduate of Ball State University in Muncie, Ind., and lives in Rockville, Md., with his wife Lynette, an elementary school teacher, and two sons.

ATTEND THIS MEETING TO LEARN:

Be part of a discussion about Maryland companies big and small, the Maryland economy in general, and why smart investors in the Baltimore area can have some special advantages by investing locally.

What you'll learn? Information you can get from local sources that you can't get elsewhere. A little knowledge about companies you may only know from listings in our paper. And maybe a little bit about the Sun and what I do.

Saturday, October 13th, 2007 --

PRESENTATION TOPIC:
Investools

SPEAKER:
Karl Eser
AAII Baltimore Chapter Vice-President / Treasurer

ATTEND THIS MEETING TO LEARN:
Karl will teach us about the Investools method of investing. He will relate his experience with Investools and will demonstrate the Investools program in action. Further information about Investools is available at their website, www.investools.com .

Saturday, September 15, 2007 --

MEETING CANCELLED DUE TO LAST-MINUTE SPEAKER CANCELLATION (see above).

Saturday, August 8, 2007 --

9:45 A.M. - 10:30 A.M. =  Local Chapter Members Roundtable Discussion

Members can discuss current interests, stock picks, websites, etc. Come prepared to share your thoughts about investing and the stock market.

10:30 A.M. - NOON =  MAIN PRESENTATION

Presentation Topic:
You Earned It, Invested It Well, Now Don't Lose It To Scams

SPEAKER:
Shaun M. O'Hara, CPP
Assistant Postal Inspector in Charge, Security Group
U.S. Postal Inspection Service

Shaun M. O'Hara, CPP, is the Assistant Inspector in Charge, U.S. Postal Inspection Service, Security Group and is responsible for overseeing physical security and loss prevention affecting the U.S. Postal Service and the U.S. Mail. During his tenure at the Inspection Service Headquarters, Washington, DC, he was the National Credit Card Coordinator and worked on various financial/electronic product development teams responsible for security and loss prevention. He was the Assistant Inspector in Charge in the Washington Division during the anthrax mailings and 9-11 attacks. Shaun has been with the U.S. Postal Service for 32 years of which over 25 have been in federal law enforcement. He is a member of the American Society for Industrial Security and is on the Board of Advisors for the International Association of Financial Crimes Investigators. He has co-authored articles published in Security Management and has been a presenter at seminars sponsored by IAFCI, ASIS, National Retail Federation, INTERPOL, and many others.

ATTEND THIS MEETING TO LEARN:

• Learn to identify various ways fraudsters attempt to take your hard earned money - boiler rooms, pump and dump, auction frauds, reshipping scams, counterfeit cashier/certified checks and money orders, etc

• Learn how the US Postal Inspection Service has aggressively investigated such investment frauds beginning with the Charles Ponzi Scheme in 1919

• Learn how you can protect yourself from defrauders attempting to part you from your hard earned money

Saturday, July 21, 2007

PRESENTATION DESCRIPTION:
This month’s meeting of the Baltimore Chapter of AAII will essentially be a roundtable discussion about any particular investing strategy our members would like to discuss. Members can explain what they have tried, what they like about the strategy, what problems they have run into, and what their performance results have been over time. The discussion could also include issues such as ease of use, volatility, safety, etc.

ATTEND THIS MEETING TO LEARN:

• Which investments are most illiquid
• Time frames required for success with various investments
• How to make use of alternative investments in your portfolio

 REASONS TO ATTEND:

• Share your investing experiences with fellow investors
• Get an overview of a variety of less common investments
• Learn about some of the pitfalls you are likely to encounter

Saturday, June 9, 2007

Presentation Topic:
"Investment Time Line Vs. Asset Allocation"

SPEAKER:
Jae Shin
Branch Manager/Advisor
T. Rowe Price

Saturday, May 12, 2007 --

Post-Meeting

Our featured speaker, Robert Wasilewski was kind enough to pass along his list of suggested BOND-RELATED WEBSITES.

CLICK HERE for Robert Wasilewski's LIST OF FAVORITE BOND WEBSITES.

Presentation Topic:
"Buying Bonds On-Line"

SPEAKER:
Robert Wasilewski
Baltimore-Washington Financial Advisors

Saturday, April 14, 2007 --

Presentation Topic:
"Investing For Income and Capital Appreciation Using REIT’s and M.L.P.’s"

SPEAKER:
Juergen H. Dietrich
Financial Consultant
A.G. Edwards

Saturday, March 10, 2007 -- CLICK HERE TO DOWNLOAD THIS POWERPOINT PRESENTATION

Presentation Topic:
"Detecting and Avoiding Securities Fraud"

SPEAKER:
Jack McCreery
United States Securities and Exchange Commission (SEC)

Meeting Details:
Learn about identifying and avoiding various types of securities fraud. Learn about the different types of fraud currently perpetrated upon investors and how you can recognize the tell-tale signs indicating an investment offer is not legitimate. Learn what information you should review before you invest, including tips on finding specific information about companies and “red flags” that one should avoid.

Saturday, February 10, 2007

Presentation Topic:
"Retirement Strategies"

Speaker: 
Joe Heldmann
Representative for State of Maryland Supplemental Retirement Plans

SPEAKER BIOGRAPHY:
Joe Heldmann works for Nationwide Retirement Solutions and has been a representative for the State of Maryland Supplemental Retirement Plans for 11 years. Nationwide Retirement Solutions are the administrators of the State of Maryland Supplemental Retirement Plans, and have been for 32 years. Joe’s basic responsibilities include helping employees of the State of MD enroll in, make changes, etc. to their 401k or 457 retirement plans.

Saturday, January 13, 2007

Presentation Topic:
"Exchange Traded Funds (ETF's)"

Speaker: 
Marcus Harris
Financial Advisor/Financial Planning Expert
Smith Barney (A Division of Citigroup Global Markets, Inc)
Baltimore, MD
410-583-4855

Meeting Details:

ATTEND THIS MEETING TO LEARN:

SPEAKER BIOGRAPHY:
Marcus is a part of a Wealth Management team at Smith Barney in Baltimore, Maryland.

The team focuses on serving affluent individuals with very high net worth. The team helps their clients with   wealth preservation strategies, estate planning, tax-efficient investing, lending and credit facilities, Business Valuation and sales, and charitable giving.

Marcus and his family live in Sparks, MD. Marcus sits on the Board of Directors of the Cystic Fibrosis Foundation. He is also involved in Habitat for Humanity.

December 9, 2006

Presentation Topic:
"A Luncheon for AAII Baltimore Members and Friends"

Agenda:

• A Luncheon --
  To afford members opportunity to get to know one another, make new friends. Please bring friends and relatives for this luncheon.
• A General Election: To Elect New Officers--
  All those who have volunteered to serve and/or those who wish to volunteer should come to this meeting.
• Discussions/Suggestions: How Could We Improve Our Experience--
  How Could We Improve the Organization.
  How Could We Increase Membership.
  Suggestions for Topics for Future Presentations.
  
  Let’s Start the New Year With New Vigor!!

        Bring Friends!!

November 11, 2006

Presentation Topic:
"Earning A Better Return on your “Safe” Money -- Investing To Produce An Income"

Speaker: 
Jim McCrory
Certified Financial Manager
Ferris Baker Watts
Baltimore, Maryland

October 14, 2006

Presentation Topic:
"Welcome to the Retirement Red Zone-The Most Critical Time of Your Investment Life"

Speakers / Presenting Organization: 

September 9, 2006

Speaker :  Geoffrey Sipes
                    Vice President
                    Private Banking USA
                    Credit Suisse Securities (USA) LLC
                    Baltimore, MD

Presentation Topic: "Structured Notes"

I. Recap of modern portfolio theory. Importance of diversification within and across asset classes. Efficient frontier with traditional asset classes.

II. Introduce Structured Notes

• What are they?

• What are some examples of various structures?

• How do they work?

• Where are the fees?

• What are the risks?

• Pros/cons of various structures

III. How structured notes can be used in a comprehensive investment
strategy

• Effect on efficient frontier.

• Tax considerations

IV. Summary, Q & A

August 12, 2006 -- -- Now available for download!

Speaker : Vas Madhava

Presentation Topic: "Using Telechart 2005 for Stock Selection and Building a Portfolio"

Vas Madhava will go over TC2000 (now called Telechart 2005), a very popular charting package.

He will be doing an overview of the entire package and giving us some advanced usage as well as some trading setups he find useful. For charting, he will cover how TC2000 allows changing of views using chart templates, scrolling and zooming.

He will also cover 3 proprietary indicators within TC2000:

• MoneyStream

• Time Segmented Volume (TSV)

• Balance of Power (BOP).

Next he will go over EZScans and PCFs (Personal Criteria Formulas), two of the most powerful features of TC2000, and how they are used in scanning and sorting. He will also cover visual sorting, a very unique feature of TC2000. He will conclude by showing how he actually use TC200 on a daily basis including trading setups that he uses to enter and exit both long and short term positions.

About the Speaker:
Vas Madhava a member of AAII and is not a professional investment advisor. He is an electrical engineer by training, but has been in the software field for many years.

July 8, 2006 -- Now available for download

Speaker : Sean M. O'Neill
                Financial Advisor , UBS Securities (Baltimore, MD)

Presentation Topic: "Demographics: Coming of Age"

This presentation will be based on the latest Research Focus publication by Wealth Management  Research.

It’s a Global Phenomenon: People are living longer and longer. As populations age worlds wide--

What are The Resulting Changes in The General Economy, and what are the Personal Financial Consequences?           

WHY YOU SHOULD ATTEND THIS PRESENTATION:
Sean O’Neill will discuss:

• The Latest Demographic Projections and Trends in the Aging Population

• What Are the Shifts and Trends in the the General Economy?

• Which Financial Sectors are likely to dominate long term?

• Effects on the GDP and Labor Trends.

• The New Investment Realities,

• Potential Portfolio Allocations.

May 13, 2006 --

Speaker : Sean M. O'Neill
                Financial Advisor , UBS Securities

Presentation Topic: "CASH MANAGEMENT STRATEGIES"

If preservation of principal with liquidity and low risk is your primary investment objective, join us at our informative seminar to learn more about taxable and tax exempt short-term securities such as Auction Rate Certificates and Auction Preferred Stock.

Topics to be discussed:

• Why you and/or your business should consider learning new ways to
invest your cash while maintaining liquidity, flexibility and credit quality.
• How individuals and corporate cash managers may benefit from potentially higher yields offered through our Firm's cash management solutions.
• A step by step in-depth explanation of our cash management vehicles.

About the Speaker:
Professional Experience

• UBS Financial Services Inc. - Financial Advisor - Baltimore - February 2003 - Present

• Deutsche Bank Alex Brown - Associate - Washington, DC - November 1999 - February 2003

March 18, 2006 --

Speaker : Bob Bigrigg
Chairman AAII Computerized Investing / Stock Investor Pro SIG for the DC Chapter of AAII

Presentation Topic: "AAII Stock Investor Pro for Screening and Portfolio Monitoring"

February 18, 2006

Speaker : Mike Steranka, RFC

Presentation Topic: The SWAN portfolio and Legacy IRA Plan

About the Speaker:
Mike Steranka, RFC has over 16 years of experience dedicated to the financial needs of retirees and seniors. As a Tax Advantaged Income specialist, Mike helps clients increase their income, reduce taxes and protect their nest egg.

Mike will present the SWAN portfolio and Legacy IRA Plan

The SWAN Portfolio is designed to increase income, reduce or eliminate the worries of the stock market, provide growth without risk and provide income you can't outlive.

The Legacy IRA Plan creates/maximizes the TAX FREE distribution of IRA assets to heirs.  

January 21, 2006 -- -- Now available for download!

Speaker : Daniel Clifton
Executive Director, American Shareholders Association
Washington, D.C.
Click here to view the American Shareholders Website

Presentation Topic:
How Public Policy Impacts Your Savings and Investment & How to Profit from These Changes

December 17, 2005 -- Now available for download!

UNDERSTANDING THE STOCK MARKET USING:
THE INVESTOR’S BUSINESS DAILY (IBD) NEWSPAPER

Speaker : Karl Eser
Vice President of AAII BALTIMORE SUBCHAPTER
 

November 19, 2005 -- Now available for download!
The Securities & Exchange Commission (SEC): How It Helps Individual Investors.
Speaker : Lori Schock
Special Counsel to the Director
Office of Investor Education and Assistance
U.S. Securities and Exchange Commission
Washington, D.C.

October 15, 2005
Chapter Town Forum: MY FAVORITE STOCK

September 17, 2005
Speakers : AAII Baltimore members Karl Eser, Robert Hilker
Topic: AN INVESTMENT NEWSLETTER REVIEW AND FORUM
Various newsletters will be discussed and previewed including 'Change Wave Investing' and 'Personal Finance'. In addition Robert Hilker will discuss 'VectorVest' software program.

August 20, 2005 -- Now available for download!
Bruce Brigham, PhD. :  STRATEGIES FOR REDUCING INVESTMENT RISKS

July 16, 2005 -- Now available for download!
Reed Cole:  HOW TO BE A STOCK INCOME INVESTOR

Microsoft PowerPoint Viewer 2007
Some of the above presentations are available for download. If the presentation is a PowerPoint (.ppt) file and you do not have the Microsoft PowerPoint Program on your computer, you will need to install the FREE Microsoft PowerPoint Viewer 2007. Click here to download the PowerPoint Viewer 2007.
 

Microsoft PowerPoint Viewer 2003
Some of the above presentations are available for download. If the presentation is a PowerPoint (.ppt) file and you do not have the Microsoft PowerPoint Program on your computer, you will need to install the FREE Microsoft PowerPoint Viewer 2003. Click here to download the PowerPoint Viewer 2003.
 

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