Chapter Messages - 2020

January 18, 2020

Speaker: Roger S. Conrad
               Partner, Capitalist Times LLC; Chief Analyst and Publisher                Conrad's Utility Investor
Subject: "Dividends Plus: Building Wealth and Growing Income in                Uncertain Times"

Presentation Overview

Your chapter board hopes you're enjoying a wonderful holiday season! Just a few weeks after the ball drops in Times Square, we'll be ringing in our investment education new year with a fantastic January program, hosting the highly popular Roger Conrad as our guest speaker! With his 33+ years of advising individual and institutional investors, he'll share his top picks for 2020 as well as provide insights into some potential pitfalls in a slower global economic environment.

If your New Year's resolution is to be more a profitable investor, you'll certainly want to join us! Please bring a friend along for this timely presentation; as always, we'll have the hot coffee and continental breakfast all ready for you!

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

February 15, 2020

Speaker: Susan Christ, CFA®, CPA®
    Senior Vice President of Investments, Hendershot Investments, Inc.
Subject: "Successful Long-Term Investing With High-Quality Stocks"

Presentation Overview

Just as chocolates, champagne, cards & roses are often the key components of a special Valentine's Day, there are some very key components of high-quality stock selection that we all need to know and pay attention to! For our February program we're fortunate to be hosting Susan Christ as she shares Hendershot Investments' 50 years of stock selection experiences.

She'll take us through each of the key buy and sell components that will help us "feel the love" of solid returns from a well-managed investment portfolio! So bring a friend and your investment questions along for this insightful presentation.

As always, we'll have the hot coffee and continental breakfast all ready for you!

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

March 21, 2020

Speaker: David John Marotta, CFP®, AAMS®, AIF®
Subject: The Tremendous Value of Systematic Roth Conversions

Presentation Overview

Mark Twain once quipped that the difference between a taxidermist and a tax collector is that the taxidermist only takes your skin! With April 15th on the horizon, considerations are underway on how to best, and legally, minimize tax burdens while maximizing our investment returns.

We're very fortunate to have David Marotta, President of Marotta Wealth Management, to discuss the significant benefits Roth conversions can have on your investment portfolios. Beyond helping clients for 20+ years, he loves educating both investors and other financial advisors on all aspects of financial planning.

Get set for a great program and bring a friend along. We'll have the hot coffee and continental breakfast waiting for you!

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

April 2020

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

May 2020

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

June 2020

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

July 18, 2020

Speaker:Doug Gerlach
Subject: "Making Sense of Stocks in the Time of COVID-19"

Presentation Overview

I hope you have been staying well as we all work through the adjusting our lives due to COVID-19. Presenting our program via Zoom Webinar is one of the many recent changes we’ve embraced, and we’re excited about the opportunity to bring you great investor education programs to the comfort of your own home. Doug Gerlach’s topic is extremely timely and I look forward to a lively presentation! We’re very pleased to be joined again by many members of BetterInvesting’s Washington DC Region, so we anticipate a large attendance for this webinar. While many of us are familiar with Zoom’s user features, we’ll be offering tutorials and some information to help first-time users to navigate how to log in and ask questions via the chat box. We will be asking for your feedback, so please help us to continue to better serve you!

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

August 2020

No Meeting in August

September 19, 2020

Speaker:John Kosar, CMT, Chief Market Strategist, Asbury Research
Subject: "Investing and Protecting Your Assets During the Coronavirus Pandemic"

Presentation Overview

Though most of our summer vacation plans were altered this year, I hope that each of you were able to find some ways to relax and recharge as we look forward to this Fall. We’re excited to be hosting John Kosar, CMT, for our September program! Given John’s decades of work in the financial markets, he’ll leverage his expertise as a professional technical analyst and share some very powerful ideas to help us all guide our portfolios through the COVID 19 market turbulence and beyond. Once again, we’ll be presenting our program via Zoom Webinar, which is a great platform to bring you helpful investor education programs in the comfort of your own home. We will be asking for your feedback, so please help us to continue to better serve you!

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

October 2020

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

November 2020

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


December 2020

No Meeting in in December