Next Meeting

June 15, 2019

"Integrating Estate Planning into Your Financial Plan"
Phillip J. Kenny, JD, CFP®
The Collins Firm

Presentation Description

Each area of your financial planning process needs to be thoughtfully integrated within your entire financial plan, and estate planning is no exception! Phillip Kenny's passion in life is explaining to people what they need to know about wills, trusts, taxes, probate, powers of attorney-all that confusing stuff lumped under the heading "estate planning." A better description would be how to plan for keeping your money in your family, both while you're alive and after you're gone.

Kenny's broad insights as a CFP and attorney will give you, in easy to understand terms, the know-how and the confidence to get the job done faster and better than you've ever thought possible!

Attend this meeting to learn:
  • Why estate planning is so important for achieving your successful financial plan.
  • Why a revocable living trust may (or may not) make good sense for you.
  • How to ensure that your child's, or other beneficiary's, inheritance is safe and avoid common pitfalls.

Speaker Biography

Phillip J. Kenny, CFP®, is an attorney and a member of the Trusts and Estates sections of the Maryland, Virginia and District of Columbia Bar Associations. He is a frequent guest host of Mike Collins' radio program on WMAL, and is admitted to the bar associations of Maryland, Virginia and the District of Columbia.

Kenny earned a B.S. in biology from Marquette University, an M.A. in economics from Fordham University, and his J.D. from George Mason University School of Law. He is also a director of the Virginia Bluebird Society.

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for June 15, 2019 meeting

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July 13, 2019

"Investing and Trading Rules Based on 50+ Years of Market Experience"
Dr. Eric D. Wish
Professor at the University of Maryland
Presentation Description

Dr. Wish and his co-instructor / IT expert David McCandlish will present a dynamic program based on their highly popular University of Maryland technical analysis courses. You'll learn how undergraduate students are taught to identify growth stocks and time their purchases so as to minimize losses if they are wrong. Key concepts shown include Yellow Band and Red White and Blue (RWB) Stocks as well as Green Dot signal to find stocks that are bouncing off of support. Using IBD and the TC2000 charting program for stock selection will be highlighted as will the importance of analyzing the market's current trend. A list of valuable books for educating oneself about these topics will be shared.

Attend this meeting to learn:
  • Dr. Wish's Set of Rules for Navigating the Stock Market.
  • How to use technical indicators to identify promising growth stocks.
  • How to best manage market risk and protect your portfolio.

Speaker Biography

Dr. Wish differs from most speakers in that he's a full-time research psychologist as Director of the University of Maryland's Center for Substance Abuse Research. His passion for investing began in the 1960s and led him to develop methods suitable for successful investing, which rely heavily on technical analysis, IBD, and the TC2000 charting program. As Director of the University of Maryland's Honors Stock Market Challenge, he teaches highly popular undergraduate courses on technical analysis. His strategies have been highlighted in IBD, at AAII and Worden workshops and webinars. Dr. Wish authors the WishingWealthBlog and earned 5th in Barron's 2005 Stock Challenge, Professor's Division.

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for JULY 13, 2019 meeting

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Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joy Garrish
  • Martha Granger
  • Sondra Katz
  • Vas Madhava
  • Bill Price
  • Gene Burrell

Contact Information

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116

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