What we're about

Would you like to learn more about investing in the stock market? AAII is the largest network of individual investors in the United States. Our monthly events feature prominent speakers who cover the stock market and general economic conditions. We also offer strategic investing and retirement classes. Meetings are held at the beautiful Skirball Cultural Center in Los Angeles, on the third Saturday of every month, from 8:30 am to noon. There are also Special Interest Groups (SIGs) on retirement and investment strategy. Please see our new website! https://aaiila.org/

Upcoming events (2)

Paul Davis: "Medicare Savings!" and Tom Jacobs: "Retire and Keep Your Principle"

Please see https://aaiila.org/ for further details. 9:00 am Tom Jacobs, JD 10:45 am Paul Davis When: Oct 17, 2020 9:00 am - Talk 1: "How to Retire on Safe 6% to 8% Yields and Keep Your Principal Intact" Discussed by: Tom Jacobs, J.D., Partner, Huckleberry Capital Management Everyone wants high income from their investments, especially in a world where interest is zero point nothing. While investors are rightly suspicious of very high dividends (10%+, for example) there are excellent yields and some capital appreciation available with minimum risk. And though high-yield security prices can be volatile in some conditions, the dividend yields of selected real estate investment trusts (REITS) and closed-end bond funds can be very safe even during the coronavirus pandemic. Attend and learn: Even today, excellent investment yields are available. How high-yield security prices can be volatile. How dividends from real estate investment trusts (REITS) and closed-end bond funds can be safe. 10:45 am - Talk 2: "What You Don't Know About Medicare Can Cost You a Lot of Money!" Discussed by: Paul Davis, Insurance Agent, Paul Davis Insurance Agents What you don't know about Medicare and Medicare Health Plan Options can cost you a lot of money. In this educational presentation, Paul Davis will present Medicare 2021. No specific carriers or products will be mentioned. He will also discuss why taking employer COBRA could be a devastating choice, as well as how to plan ahead for Medicare coverage should you be moving out of California. Attend and learn: Why you should be reviewing your Medicare health plans yearly. Why you should be reviewing your parents' Medicare health plans (or other elderly relatives).What Medicare changes have occurred in 2020 and what will be changing in 2021. After registering, you will receive a confirmation email containing information about joining the webinar. If registration exceeds the maximum, attendees can join the webinar using the dial in or access the webinar recording afterward. To offset ongoing chapter expenses during the coronavirus health crisis, a voluntary donation of $5 or $10 is requested and can be made at www.aaiila.org. *The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters and groups, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.

Special Family Investing Day: Investing Across Generations / Gatis, Grayson Roze

Please see https://aaiila.org/ for further details. Join us for a father and son speaking at the incredible Skirball Cultural Center in Los Angeles on cross-generational investing issues. And get amazing generational investing insights from a Millennial! TALK 1: The Most Important Investing Tools I Gave My Son, discussed by: Gatis Roze, Author and Investor, StockCharts.com, Inc. With more than 35 years of experience as an active investor, Gatis Roze has built a powerful, repeatable framework for successful investing. Passing that system on to his son, the lessons learned from bridging the gap between generations have been fascinating. In this presentation, he will share the investing tools, strategies and systems that have made the most impact not only in his own investing, but also in that of his son, Grayson. Attend & learn: Investment truths and essential lessons to pass on to your kids. Investing "potholes" you and your children need to avoid. How to keep yourself and your family engaged in your financial journey. TALK 2: How to Turn Your Age Into Profits, insights from a Millennial. Discussed by: Grayson Roze, Author and Vice President of Operations, StockCharts.com, Inc. An accomplished investor at a young age, Grayson Roze has learned how time-tested strategies and proven methodologies can be adapted to investors. At the age of 26, he brings a unique perspective on the markets. He will share the lessons that young professionals need to know to start early. Attend & learn: The miracle of compounding! And how to employ "observational investing" from a Millennial perspective. TALK 3: Passing the Baton: Investing Together Across Generations, discussed by: Gatis & Grayson Roze Working together as a father-son investment team, Gatis and Grayson Roze have seen it all. They will both take the stage to share their experiences investing, revealing the most important takeaways you need to understand and embrace before passing the financial baton from one generation to the next. Attend & learn: How to make investing a "joint venture". How a cross-generational perspective can yield amazing insights! *The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters and groups, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.

Past events (60)

Photos (78)