Chapter Messages - 2018

January 20, 2018

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

Presentation Overview

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"

Presentation Overview

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"

Presentation Overview

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"

Presentation Overview

The market's continued upward trajectory following the passage of new tax legislation and recent strong earnings reports may redefine "March Madness!" 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, so 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

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

June 16, 2018

Speaker: Britt Stouffer,
                Managing Partner, Stouffer Legal
Subject: "Top 10 Celebrity Estate Planning Mistakes "

Presentation Overview

Barbara Bush once said, "To us, family means putting your arms around each other and being there." Like Barbara, we will all eventually pass from this world; yet, via smart estate planning we can still "be there" for our loved ones.

This month we're excited to be hosting Britt Stouffer, as her vast experiences in all things estate planning will offer all attendees valuable insights on how to "be there" after our passing. Modern estate planning is much more than just preparing a will and locking it in a safe! Ms. Stouffer's programs are educational, interactive and highly informative; so as always, bring a friend and join us for our great continental breakfast and this world-class program!

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

July 28, 2018

Speaker: Bob Carlson
               Editor, Retirement Watch
Subject: "Overcoming 6 Critical Threats To Your Retirement Security"

Presentation Overview

We're thrilled to once again welcome back Bob Carlson, a renowned expert for information and advice on all the financial aspects of retirement. Bob's decades of objective and unbiased research, coupled with his engaging presentation skills, is sure to offer tremendous insights for everyone. To facilitate many of our members' summer vacation plans, we won't have a meeting in August.

We'll resume on September 15th as we host a great program led by a representative from the National Association of Real Estate Investment Trusts (Nareit). As always, we'll have hot coffee and a great continental breakfast ready, so bring a friend to benefit from Bob's informative session!

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

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