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
Registration for the July 12 meeting is required. Links will be provided in the near future.
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.” Do you really know what makes stocks move higher? Hint, it’s not P/E or analyst notes or a talking head on CNBC. In this insightful presentation, market veteran, trader and newsletter author Jim Woods shows you the key characteristics of the best winning stocks. Attend and learn:
- The four key factors that make a stock a real winner
- How to quickly identify bullish stock chart patterns
- How to use a “force multiplier option” to supercharge your returns
September 13, 2025: (Saturday) @ 9 AM PDT: “Estate Planning 101” by Tom Godfredson of the Tom Godfredson Law Firm and Jay Robinson-Duff, Vice President and Wealth Management Advisor, First American Trust. Tom Gotfredson draws on forty-two years of legal experience to help clients achieve their goals in a timely and responsive manner. He provides thoughtful legal insights on matters pertaining to business and real property law and estate planning based on reasonable and clearly stated fees. Jay Robinson-Duff brings over 30 years of experience in investments serving high-net-worth and institutional clients to his role as Wealth Management Advisor. Currently, Jay specializes in advising high-net-worth individuals, families and institutions to craft customized plans in the areas of investment management and wealth advisory and trust planning.