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
Register here to attend the April 12 meeting in person. We hope you are able to attend. But if you can’t attend, you may register here to attend on Zoom. If you attend on Zoom, you will be able to hear the lecture and see the slides, but you will miss out on sharing investment ideas with other investors while eating free donuts and drinking free coffee.
April 12, 2025: (Saturday) @ 9 AM PST: “Sleeping Better at Night — The Value of Dividends” by John Buckingham, Editor of The Prudent Speculator newsletter. Learn from the editor of the top-ranked The Prudent Speculator newsletter about why inexpensively priced dividend paying stocks can help investors. Always remember the famous quotation, “If you do not change direction you may end up where you are heading.” Plus, receive his current undervalued yield-focused stock picks. John joined AFAM Capital in 1987 and Kovitz in 2018, as part of the Kovitz acquisition of AFAM. John has more than 30 years of investment management experience and serves as Editor of The Prudent Speculator, which has been a trusted newsletter for over 40 years. He chairs the California Investment Team, leading a group that performs comprehensive investment research and financial market analysis. John has been featured in Barron’s, The Wall Street Journal, and Forbes, and frequently contributes to CNBC, Bloomberg, and Fox Business News. John is a recognized industry contributor who regularly speaks at prominent industry seminars and events. John has spoken to us multiple times; the most recent visit was on November 13, 2021.
May 10, 2025: (Saturday) @ 9 AM PST: “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.