• AAII Lunch Social Meeting

    Sweet Tomatoes Perimeter (in the Costco and Home Depot parking lot)

    Please join us for a Lunch Social on the fourth Tuesday of every month at Sweet Tomatoes, 6340 Peachtree Dunwoody Rd. Atlanta, GA 30328, from 2:00 to 3:30 pm to discuss everything and anything financial. (Note: There is a Senior discount of $8.49 for lunch and beverage, starting at 2:00, for those over 60.) This is very casual and you are welcome to come late and leave early if you need to. We're hoping that more AAII subgroups will naturally emerge from these luncheons -- such as an Option's group or a Women's Investing group -- as we discuss our financial interests, goals and questions. We'll plant to switch tables halfway through so we can converse with even more people! Hope to see you there!

  • Retirement Planning: Planning Today for Your Tomorrow

    Learn how a disciplined planning approach can help you build and maintain wealth.

  • AAII Lunch Social Meeting

    Sweet Tomatoes Perimeter (in the Costco and Home Depot parking lot)

    Please join us for a Lunch Social on the fourth Tuesday of every month at Sweet Tomatoes, 6340 Peachtree Dunwoody Rd. Atlanta, GA 30328, from 2:00 to 3:30 pm to discuss everything and anything financial. (Note: There is a Senior discount of $8.49 for lunch and beverage, starting at 2:00, for those over 60.) This is very casual and you are welcome to come late and leave early if you need to. We're hoping that more AAII subgroups will naturally emerge from these luncheons -- such as an Option's group or a Women's Investing group -- as we discuss our financial interests, goals and questions. We'll plant to switch tables halfway through so we can converse with even more people! Hope to see you there!

  • Retirement Planning: Exploring Fixed Income for Your Portfolio

    Join us to learn how fixed income investments, like bonds, can contribute to a portfolio strategy.

  • AAII Lunch Social Meeting

    Sweet Tomatoes Perimeter (in the Costco and Home Depot parking lot)

    Please join us for a Lunch Social on the fourth Tuesday of every month at Sweet Tomatoes, 6340 Peachtree Dunwoody Rd. Atlanta, GA 30328, from 2:00 to 3:30 pm to discuss everything and anything financial. (Note: There is a Senior discount of $8.49 for lunch and beverage, starting at 2:00, for those over 60.) This is very casual and you are welcome to come late and leave early if you need to. We're hoping that more AAII subgroups will naturally emerge from these luncheons -- such as an Option's group or a Women's Investing group -- as we discuss our financial interests, goals and questions. We'll plant to switch tables halfway through so we can converse with even more people! Hope to see you there!

  • Chapter Meeting: Stock Selection & Market Direction | Williams Jones, NYC

    Speaker: J. Douglas Kelly, Jr. is a Managing Director and Equity Portfolio manager of Williams Jones. Mr. Kelly was appointed a Managing Director in August 2013. Mr. Kelly was a Managing Director and Portfolio Manager at Legg Mason Investment Counsel and its predecessor. Mr. Kelly was a Senior Vice President and Portfolio Manager at Brundage, Story & Rose LLC [masked]), a Group Vice President at Schroder Wertheim Investment Management [masked]), a Vice President at Bear Stearns Asset Management [masked]) and a Vice President and Analyst at New York Life Insurance Company [masked]). He serves as the Investment Liaison for Neighbor to Neighbor, a Greenwich, CT non-profit organization dedicated to serving residents inn need throughout the Greenwich area. Mr. Kelly earned a B.A. from Yale University in 1981 and an M.B.A. from New York University in 1985. Sandra N. Salas is the Marketing Director of Williams Jones. Prior to joining the Firm in 2015, Ms. Salas had 17 years of experience in the investment management industry in both portfolio manager and equity analyst roles at firms including AIG Sunamerica Asset Management, Schroder Investment Management, and Salomon Smith Barney (now Citigroup). Fro[masked], she was an investment Officer for the endowment and pension fund for the University of California's nine university campuses, five medical centers, and three national laboratories. Ms. Salas earned a B.S. from the University of California, Berkely in n1989 and an M.B.A. from the University of Chicago Booth School of Business in 1994.

  • AAII Lunch Social Meeting

    Sweet Tomatoes Perimeter (in the Costco and Home Depot parking lot)

    Please join us for a Lunch Social on the fourth Tuesday of every month at Sweet Tomatoes, 6340 Peachtree Dunwoody Rd. Atlanta, GA 30328, from 2:00 to 3:30 pm to discuss everything and anything financial. (Note: There is a Senior discount of $8.49 for lunch and beverage, starting at 2:00, for those over 60.) This is very casual and you are welcome to come late and leave early if you need to. We're hoping that more AAII subgroups will naturally emerge from these luncheons -- such as an Option's group or a Women's Investing group -- as we discuss our financial interests, goals and questions. We'll plant to switch tables halfway through so we can converse with even more people! Hope to see you there!

  • AAII Lunch Social Meeting

    Sweet Tomatoes Perimeter (in the Costco and Home Depot parking lot)

    Please join us for a Lunch Social on the fourth Tuesday of every month at Sweet Tomatoes, 6340 Peachtree Dunwoody Rd. Atlanta, GA 30328, from 2:00 to 3:30 pm to discuss everything and anything financial. (Note: There is a Senior discount of $8.49 for lunch and beverage, starting at 2:00, for those over 60.) This is very casual and you are welcome to come late and leave early if you need to. We're hoping that more AAII subgroups will naturally emerge from these luncheons -- such as an Option's group or a Women's Investing group -- as we discuss our financial interests, goals and questions. We'll plant to switch tables halfway through so we can converse with even more people! Hope to see you there!

  • Retirement Planning: Behavioral Finance:How Emotions Impact Financial Decisions

    Join us to learn how fixed income investments, like bonds, can contribute to a portfolio strategy.

  • AAII Lunch Social Meeting

    Sweet Tomatoes Perimeter (in the Costco and Home Depot parking lot)

    Please join us for a Lunch Social on the fourth Tuesday of every month at Sweet Tomatoes, 6340 Peachtree Dunwoody Rd. Atlanta, GA 30328, from 2:00 to 3:30 pm to discuss everything and anything financial. (Note: There is a Senior discount of $8.49 for lunch and beverage, starting at 2:00, for those over 60.) This is very casual and you are welcome to come late and leave early if you need to. We're hoping that more AAII subgroups will naturally emerge from these luncheons -- such as an Option's group or a Women's Investing group -- as we discuss our financial interests, goals and questions. We'll plant to switch tables halfway through so we can converse with even more people! Hope to see you there!