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What we’re about

Welcome to AAII American Association of Individual Investors Philadelphia Chapter!!

We are the local Philadelphia Chapter for the American Association of Individual Investors (AAII) of the forty-five Chapters across the country. ( We are a nonprofit education organization with about 150,000 members whose purpose is to educate individual investors in becoming effective managers of their own assets through programs of education, information and research.

We hold chapter meetings that host a variety of topics including Financial Planning, Wealth Building, Stock Market Portfolios, Asset Allocation, Retirement and Estate Planning, Investing and much more. 

AAII Philadelphia Investment Chapter is a volunteer based organization offering extensive education. Our mission is to educate and empower individual investors in their quest for achieving financial independence. We strive to bring compelling and accomplished speakers to present crucial and relevant topics for our Chapter meetings.

We invite you to learn more about AAII Philadelphia Investment Chapter by joining us at our Chapter Meetings which held six times a year in March, April, May, September, October and November. 

Our Philadelphia Chapter also has four Special Interest Groups with members from novices to seasoned investors. (1). Mutual Fund (2). Value Investing (3). Options (4). Computerized Investing. For more information:

There is a nominal fee to attend each meeting to cover overhead of speakers fees, facility rental and event expenses.

Join us for a valuable unbiased financial education and make a difference in your wealth creation!!

Please join us for our current meetings in the event page.

Past Chapter Meeting Speakers: 


Nov                        Dr. Dunkelberg, Chief economist for National Federation of Independent Business, emeritus     professor of economics at Temple University & economic strategist for Boenning and Scattergood

Oct                         Rachel Sheedy, Editor, Kiplinger’s Retirement Report 

Sept                       William Purvin, Vice President, Fidelity, Regional Brokerage Consultant

May                        Ravi Tolani, Vanguard 

April                       Charles Rotblut, VP and Financial Analyst, AAII 

March                    Bruce Johnstone, Fidelity Investments

November            Dr. Wesley Gray, Alpha Architect LLC
October                 Robert Carlson, Editor Retirement Watch
September           Joseph Garner, Emerald Advisers
May                          Joel Naroff, Naroff Economic Advisors
April                         Fred Amrein, Amrein Financial
March                     John Reese, Validea

November              Linda Anderson, Esq, Anderson Elder Law
October                  Dr. William Dunkelberg, Chief Economist for the National Federation of Independent       
Business, Professor of Economics- Temple University. 

September             Dr. Alan Ellman, President Of the Blue Collar Investor Corp.

Unbiased Investment Education for Individual Investors like you!

Disclaimer: Your RSVP and attendance on our meetups is a release of liability for the organizer, AAII and

All events are attended voluntarily and at your own risk. We are not liable for any unfortunate occurrences that may take place such as an accident, injury, illness, theft, loss of money or another event stated on the Meetup terms of service. (

You acknowledge the risks of injury involved, and agree that you will bear any and all responsibility and liability for those injuries. You voluntarily waive and give up any and all potential liability of this Meetup and the Leadership Team of this group.

AAII Membership is $29 per year, but you do NOT need to be a member to attend our local Philadelphia Chapter meetings and events. However, AAII members receive the AAII Journal (the organization's monthly ad-free magazine), access to the organization's model portfolios, techniques for screening stocks, free investment courses, and many other benefits.