Chapter Messages - 2018

January 20, 2018

Speaker: Gary R. Mottola,
     Research Director, FINRA Investor Education Foundation
Subject: "What Every Investor Needs to Know"

As I pen this note, there's one month to go in 2017 and the market's positive momentum continues its upward march. Our Chapter's series of 10 presentations throughout this past year have certainly provided additional insights and tools to help grow our investment portfolios, and I look forward to continuing this outstanding track record by offering an impressive line-up of financial speakers in 2018! We kickoff the New Year with Dr. Gary Mottola, FINRA's Director of Research, who will share his unique insights on FINRA's role as the single largest independent regulatory body for securities firms operating in the United States. Protecting investors by ensuring the U.S. securities industry operates in an honest and fair manner underpins a wide range of interesting activities, so we anticipate a very lively discussion. Please bring a friend and join us for our super continental breakfast and world-class investment arena information!

Wishing you and yours a wonderful Holiday Season and a Happy New Year!

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

February 17, 2018

Speaker: Craig Israelsen, Ph.D.TBA
      Founder, 7Twelve Portfolio
Subject: "The Math of Retirement Portfolios"

As our chapter continues its mission of providing our members access to high-demand and nationally recognized investment professionals, we will once again leverage video teleconferencing to bring you Craig Israelsen live from Utah! This dynamic presentation will walk us through the key math considerations of ensuring our retirement portfolios deliver the income we've planned for. Whether you are years away from retirement or halfway through, you'll learn some keen insights!

Bring a friend and join us for our great continental breakfast and another fantastic program … see you there!

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

March 17, 2018

Speaker: Simeon Hyman, CFA
Subject: "Retail Disruption"

The market's continued upward trajectory following the passage of new tax legislation and recent strong earnings reports may redefine "March Madness" and bring some volatility as well! We're very fortunate to be hosting Simeon Hyman this month; his insights into the on-going e-commerce's disruption of traditional retail as well as his extensive ETF background and strategies for smartly handling rising markets and their inevitable downturns is very timely! This will be a great presentation.

Bring a friend and join us for our super continental breakfast and some fresh market insights!

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

April 14, 2018

Speaker:Nicholas Atkeson
Subject: "Two Leading Indicators That Predict Recessions And The Stock Market Crash That Follows

While April can be a rather "taxing" time for many folks, I hope you're able to join us as Nick Atkeson discusses advanced quantitative, computer-based analytics used to discover and measure areas of investment opportunity and market risks. His firm's 20 years of professional investment experience navigating an increasingly complex global financial marketplace will highlight some key leading indicators to pay attention to.

This promises be another great presentation, so bring a friend and join us for our continental breakfast and learn about some intriguing forward looking indicators!

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

May 19, 2018

Speaker: Mark Hulbert
Subject: "Lessons Learned from Four Decades of Tracking Advisers' Returns"
Presentation Overview

We're extremely excited to host nationally-renowned Mark Hulbert for this month's program! Mark's been tracking the advice of more than 160 financial newsletters since 1980 and has a tremendous gift of translating investment analysis and market trends into understandable and insightful conclusions. Whether you're a long-term investor, a short-term trader, a contrarian or any other flavor of investor, his enormous database of advisers' buy and sell recommendations enable him to construct unique outlooks for what the market may be indicating for investors.

Please plan on joining us for this enlightening presentation; as always, invite a friend and join us for our continental breakfast then learn from one of the greats of our time!

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

June16, 2018

Speaker:Britt Stouffer
Subject: "Top 10 Celebrity Estate Planning Mistakes "
Presentation Overview

Watch for Details

July 2018

Speaker:TBA
Subject: "TBA"
Presentation Overview

August 2018

No Meeting in August

September 2018

Speaker:TBA
Subject: "TBA"
Presentation Overview

October 2018

Speaker:TBA
Subject: "TBA"
Presentation Overview

November 2018

Speaker:TBA
Subject: "TBA"
Presentation Overview

December 2018

No Meeting in in December