What we're about

Our goal is to provide unbiased investment education for individual investors!

We are the local Phoenix Chapter of the American Association of Individual Investors (AAII (https://www.aaii.com/)), an independent, nonprofit organization with over 150,000 members. Our purpose is to assist individuals in becoming effective managers of their own assets through programs of education, information and research. Beginners and advanced investors are welcomed!

Our Phoenix Chapter hosts a variety of experts from across the country whose presentations and Special Interest Groups (SIGs) are designed to help individual investors manage their finances more effectively by providing tools and investment education that covers everything from stock investing to financial planning and retirement funding.

If you are interested in learning how to take control of your finances and how to save for your goals, whether it’s for your 1st house, a vacation, retirement, kid's college fund & more, these meetings can provide you with the basics and more. Our goal is to provide unbiased investment education for individual investors!

We invite you to learn more about the AAII Phoenix Chapter by joining us at our monthly meetings. We also have 5 SIGs: Options and Analysis, AAII Stock Screen Simulations, Personal Finance & Post-Retirement Planning, Healthcare & Medicare, and Investment Protection. For more information, visit AAII Phoenix (http://www.public.asu.edu/~icrjc/AAIIPHX/index.html).

We are not here to sell anything - only to create an open and friendly environment for all to learn, share and explore investing. Please join us!

Now for the legal stuff... (sorry, it's required)

The opinions expressed by any speaker or chapter leader at meetings of the Phoenix Chapter of the AAII are solely the opinions of the speaker and not those of the AAII Phoenix Chapter or AAII. It is not the policy of AAII, the AAII Phoenix Chapter or chapter leaders to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations or offers to buy or sell any financial instrument or specific trading advice for individuals. 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. Investing and trading carry risk and may not be suitable for everyone; we recommend augmenting the information here with advice from a financial professional. Any investment information is provided without consideration of your financial sophistication, financial situation, investing time horizon, or risk tolerance.

Upcoming events (1)

July Summer SIG Program (free webinar, preregistration req'd)

Needs a location

We are continuing to highlight our special interest groups (SIGs). Karen Kamenir will discuss a range of investment approaches and strategies for today's markets. Then, Lowell Carty will review how the use of option instruments and analysis tools could benefit your portfolio. Finally, Clark Mills will take a look at investment protection strategies and how you can help protect your wealth in these volatile times.

Fundamental Stock Screens SIG
by Karen Kamenir
9:30 a.m. to 10:30 p.m. Arizona time
Learn about a range of investment approaches and strategies by studying the fundamentals of a specific industry, sector or individual stock, then applying technical tools. Also focusing on dividend-paying stocks to help enhance returns using options for premium income.

Options and Analysis SIG
by Lowell Carty
10:30 to 11:30 a.m. Arizona time
Learn how you can use option instruments and analysis tools to help improve your wealth-building and investment management skills. You will see a combination of tutorial presentations and active discussions that range from use of options to generate monthly income and to "hedge" your stocks and directional trades.

Investment Protection SIG
by Clark Mills
11:30 to 12:30 a.m. Arizona time
Foreseeable market volatility, inflation and other factors promise significant wealth destruction for the uninformed. Learn to improve your skills and strategies to help protect your portfolio and increase your wealth.

WEBINAR REGISTRATION (preregistration is required)
Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_QFUSf_PTRhCMnh5xDE8n2g

After registering, you will receive a confirmation email containing information about joining the webinar. This free webinar will live stream on your computer or mobile device.

Maximum registration is 300 attendees. If registration exceeds the maximum, attendees can join the webinar using the dial in or access the webinar recording afterward.

For more information on AAII Phoenix, visit us at https://aaiiphoenix.com/WP/

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