Note: The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, 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. For some speakers, html links are provided to their businesses, but AAII and this chapter do not necessarily endorse the products of those businesses.
NOTE: Meetings are in Roetter Hall. You may use the main entrance to enter the building.
2025
May 10, 2025: (Saturday) @ 9 AM PDT: “Understanding Your Social Security Options” by Patrick Clunan, Columbia Threadneedle Investments.
May 10, 2025: “Medicare — What You Need to Know”, by Steve Lujan, CEO, The Medicare Man. Steve and his wife have had to help his mom handle her Medicare issues and many other issues while his mom was struck with Alzheimer’s. He has used that experience to start a company that helps clients deal with their Medicare issues. Choosing your Medicare coverage is a complicated matter, and Steve will tell us what we need to know about it. Even people already on Medicare can learn how to better use the system.
July 12, 2025: (Saturday) @ 9 AM PDT: “How to Hit Bulls Eye with Your Stock and Option Trades”, by Jim Woods, Editor, Investing Edge and Bullseye Stock Trader. Jim is a 30-plus-year veteran of the markets with varied experience as a broker, hedge fund trader, financial writer, author and newsletter editor. The independent firm TipRanks has rated Jim the #1 financial blogger in the world (out of more than 14,000 competing analysts), and has been ranked inside the Top 12 globally for more than a decade. His books include co-authoring, “Billion Dollar Green: Profit from the Eco Revolution,” and “The Wealth Shield: How to Invest and Protect Your Money from Another Stock Market Crash, Financial Crisis or Global Economic Collapse.”