What we're about

We are the local (Atlanta) chapter for the American Association of Individual Investors (AAII) - one of 42 such chapter across the country. We hold chapter meetings that host a variety of topics on personal financial planning, wealth building, and investing (see list of past speakers/topics below). Our mission is to educate and empower individual investors in their quest for achieving financial independence. To that end, we strive to bring compelling and accomplished speakers to present timely, relevant and actionable topics.

Want to find out how how to get started? Join this Meetup group and you will be notified of future meetings and events. We protect your privacy and work to prevent any spam from being posted to our website. Beginners and advanced investors are welcomed! There is a nominal fee to attend each meeting to cover overhead of speaker fees, facility rental and event expenses. We are not here to sell anything - only to create an open and friendly environment for like-minded people to learn, share and explore investing. Please join us!

We are an all-volunteer organization and are always seeking additional members who can help with various planning and administrative issues.

Feel free to contact us at aaiichapteratlanta@gmail.com with any questions, comments or feedback. This is YOUR organization!

Atlanta Chapter website: www.aaii-atlanta.com

Stock Investing Subgroup: www.meetup.com/stockinvesting

CANSLIM Stock Investing Subgroup: www.meetup.com/canslim

Be sure to check out our Files section of meetup (click on "more" at the top of the page) where we save the slides from past presentations when we have them. Also, most presentations are recorded and you can get the audio files here: http://www.mediafire.com/aaii-atlanta

You can find information on the AAII "parent" organization at www.aaii.com (http://www.aaii.com/). Membership is $29 per year, but you do NOT need to be a member to attend our local Atlanta Chapter meetings and events.

Upcoming events (5+)

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: Economic & Market Outlook

Charles Schwab

Speaker: Thomas Bloomer, CFP®, CAIA Sales Director, Legg Mason Baltimore, MD Tom will share Legg Mason's 2019 economic & market outlook. He will touch on indicators he and his firm believe highlight risks on the horizon. Tom will share his views on the trade tariffs, rising interest rates, the global markets and ways to position portfolios in light of their outlook.

Options Subgroup: Valuation of Options

Total Wine and More - Atlanta (Perimeter), GA

In 1997, the Nobel prize was awarded for work on option pricing. Stephen Ross of Yale University has described the work as "the most successful theory not only in finance but in all economics." At this meeting, Rex Macey, CFA, will introduce option valuation. No prior knowledge is required. He will explain why options have value and what factors drive an options value (spoiler - it's not the expected future price of the option). Special attention will be given to the concepts of volatility, implied volatility and delta - all useful to those who invest in options. Even for those who do not trade options, the insights from options valuation can provide insight into controlling risk and why "buying high and selling low" may not be as painful as it sounds. We hope you can attend! Rex Macey founded the independent, boutique investment counseling firm Red Tortoise in 2015. Before starting Red Tortoise, he spent 11 years at Wilmington Trust where his duties included heading the equity group, the asset allocation team, risk management and serving as chief investment officer. Rex Mayne attended the Atlanta Options Investor Club meetings for several years and understands one of the big challenges with a subgroup of this nature is the wide variety of knowledge, strategy, goals, risk levels, etc.

Retirement Planning: Planning Today for Your Tomorrow

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

Photos (44)