AAII Baltimore Investment Education Chapter 2021

Home
Meetings and Events
Group Officers
Meeting Location
Official American Association of Individual Investors Website
DC Metro AAII Website
 
Contact Us
 

 Meeting Dates and Topics 2020



Please Read the AAII COVID Protocol for In-Person Meetings
https://www.aaii.com/files/chapters/Protocol-for-In-Person-Meetings.pdf

In-Person Attendee Acknowledgement

 

 

Click here to register for current meeting

DATE:
Saturday, December 4, 2021

10 A.M. Registration, 10:30 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  Preserving our financial legacy and building retirement income

PRESENTATION OVERVIEW: 
Wealth Management for all
Tax mitigation techniques
Estate Planning

ATTEND THIS MEETING TO LEARN: 

SPEAKERS / SPEAKERS' BIOGRAPHY:
Doug H Miller
Financial Adviser, Northwestern Mutual

Speaker Biography:
Doug Miller is a certified financial planner. He has a national Wealth Management business serving individuals, business owners, doctors, attorneys, executives and sales professionals. Most of all, he is passionate about helping his clients keep and spend more of what they worked so hard for. He is happily married to Kelly. Together, they have three daughters: Mackenzie, Regan and Cameron. Prior to joining Northwestern was regional VP with both Eagle Asset Management and Deutsche Bank. Doug graduated from Vanderbilt in 1990 and Maryland Law School, with honors, in 1993. He grew up a neighbor in Baltimore County, attending St Paul's School for boys. He loves spending time with wife Kelly and their three daughters. He is an avid outdoorsman, scuba diver, pilot and part-time triathlete.




Previous Meetings

DATE:
Saturday, November  6, 2021

 10 A.M. Registration, 10:30 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  Estates and Taxes

PRESENTATION OVERVIEW: 
What is estate planning? Estate planning is about maintaining control of your assets during life and disability, but it is also about preserving the estate at death. A health care directive, for example, gives critical guidance to family and loved ones when you cannot make medical decisions or make your wishes known. One of the many advantages of having a power of attorney in place is to allow a designated agent to make reasonable and responsible decisions on your behalf. During this presentation, we will cover this and other important estate planning techniques.

Wealth Preservation
Inheritance Law
Asset Protection
Legacy Preservation

ATTEND THIS MEETING TO LEARN: 
1. Pre-crisis Planning
2.  Wills
3.
Trusts

SPEAKERS / SPEAKERS' BIOGRAPHY:
Britt Stouffer
Maryland Attorney (Towson, MD)

www.stoufferlegal.com  

Britt Stouffer

Speaker Biography:
Britt Stouffer is an attorney experienced in estates, trusts and elder law. With over 10 years of experience in estates and trusts, she has learned to appreciate how unique each client truly is. Stouffer has devoted her career to wealth preservation and inheritance law. She founded Stouffer Legal in 2012 to provide tailored asset protection and pre-crisis planning services rooted in each client’s unique story and objectives. Stouffer has a master’s in taxation from the University of Baltimore and always enjoys taking on difficult tax issues. Beyond tax savings, she is committed to designing plans that preserve legacies and support family heritages that are meant for generations to come


DATE:
Saturday, February 1, 2020

9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  Market Structure and Opportunities

PRESENTATION OVERVIEW: 
Market structure and central bank money printing is favoring certain asset classes over others. Demographic changes are challenging governments, while at the same time creating investment opportunities. The world is increasingly overserved on debt. How should an investor proceed?

ATTEND THIS MEETING TO LEARN: 
1.)  How record low debt costs are shaping markets and valuation.
2) How share buybacks are shaping share valuation and company balance sheets.
3) Why is productivity growth necessary for both economic and living standard growth?

SPEAKERS / SPEAKERS' BIOGRAPHY:
Niall O'Malley
Portfolio Manager, Blue Point Investment Management (Baltimore, MD)
https://bluepointim.us

Niall O'Malley

Speaker Biography:
Niall O’Malley serves Blue Point’s Portfolio Manager. He leverages a keen understanding of the creative/destructive cycle that governs innovation, 12-years of international experience, and his understanding of the capital markets to seek capital appreciation for clients. O’Malley has been quoted or published by the Baltimore Business Journal, Baltimore Sun, Bloomberg, China Business News, Citybizlist Baltimore, Financial Advisor, Markets Media, Seeking Alpha and The Trade. He has been a radio show guest on VoiceAmerica’s Insightful Investor, and WCBM’s Money, Riches and Wealth. He has been a guest speaker at the Baltimore Business Journal, Baltimore Family Office Group, CFA Societies, Loyola University Financial Management Association, and the Johns Hopkins Carey School of Business.


DATE:
Saturday, January 4, 2020

9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

Brooklyn Park Library Branch

PRESENTATION TOPIC--  Behavioral Finance

Click here for the pdf presentations of the Saturday, January 4, 2020 meeting -- Philip Weiss  "Behavior Finance"

PRESENTATION OVERVIEW: 
We find ourselves torn between emotion and logic when making decisions. We also know that people decide differently under pressure or if high risks are involved—exactly the kind of scenario experienced by investors. We find that investors often expend too much energy trying to avoid making hard choices by looking for an informational advantage that will guarantee them a “sure thing.” Instead investors should simply focus on making better decisions. While none of us can avoid behavioral biases completely, processes can be put in place to help avoid the potential impact of these errors. In this presentation, we discuss a number of behavioral biases and what can be done to limit their impact. .

ATTEND THIS MEETING TO LEARN: 
1.  Why Behavioral Finance is relevant for investors.
2. How Behavioral Biases can affect investor decisions.
3. What can be done to limit the impact of Behavioral Biases.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Philip Weiss
Founder & Principal, Apprise Wealth Managemens (Phoenix, MD)
https://apprisewealth.com

Philip Weiss

Speaker Biography:
Phil Weiss has extensive financial and client services experience in equity research and portfolio management. Phil is a CFA® charterholder and a CPA. He takes a value-centric, fundamental-based approach to all aspects of portfolio management and security research. He recently launched Apprise Wealth Management (http://www.apprisewealth.com), a fee-only RIA focused on providing comprehensive financial planning and investment management services and education to those looking for assistance and believes it is a privilege to manage the retirement assets of others. Primarily while working as a Senior Analyst for Argus Research, he has served as a featured media spokesperson on networks such as CNBC and Bloomberg. He also publishes a weekly blog for Apprise.

 



CLICK HERE FOR LISTINGS OF MEETINGS HELD PRIOR TO 2018
 

   

Copyright © 2021 Michael B. Herr. All rights reserved.

This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.