AAII Charlotte Chapter Mission: AAII local chapters, grassroots organizations led by volunteer AAII members, allow AAII to extend its mission "person to person" to individual investors in their own communities by programming meetings that provide unbiased investment education in a social context.
Click here to give feedback on the May 8th program, "The effect of globalization on your investments" by Peter D. Hanson
Click here to give feedback on the June 12th program, "Mid-Year 2010 Economic and Financial Market Review and Outlook" by John Simms, Jr.
Click here to give feedback on the July 10 th Program, "Tactical Asset Allocation" by Derek Hernquist.
Upcoming meetings
September 11, 2010: Economic update: Opportunities, Tricks & Traps
Discussed by: Dennis Stearns, President, Stearns Financial
Sailing in uncharted waters brings both potential treasure along with reefs and sharks for the unwary.
Attend This Event and Learn...
Myers Park United Methodist Church
1501 Queens Road
Charlotte, NC
Myers Park Methodist
October 9, 2010 - Is 21st Century America Enslaved and Dependent?
Is 21st Century America Enslaved and Dependent?
Discussed by: Joe Murtagh The DreamSpeaker(TM)
With so many older Americans dependent on Social Security, what are the implications for those who are not?
Attend This Event and Learn...
Myers Park United Methodist Church
1501 Queens Road
Charlotte, NC
Myers Park Methodist
November 13, 2010 - What Investors Want & How To Get It
What Investors Want & How To Get It - Investment Strategies that put YOU in charge of your personal investment environment.
Discussed by: Steve Selengut, CEO and Investment Manager at Sanco Services, Inc, and Senior Instructor at Kiawah Golf Investment Seminars.
Myers Park United Methodist Church
1501 Queens Road
Charlotte, NC
Myers Park Methodist
Previous meetings
August 14, 2010: Practical Application of Top-Performing AAII Stock Screens to Build a High-Performance Stock Portfolio
Discussed by: Jeff Nigh
AAII Charlotte Member, Roundtable Chair, Individual Investor
Myers Park United Methodist Church
1501 Queens Road
Charlotte, NC
Myers Park Methodist
July 10, 2010: Tactical Asset Allocation
Click here to give feedback on the July 10th Program.
Discussed by: Derek Hernquist, Chief Investment Officer, Integrative Capital, LLC
Myers Park United Methodist Church
1501 Queens Rd., Charlotte
Myers Park Methodist
June 12, 2010: Mid-Year 2010 Economic and Financial Market Review and Outlook
Click here to give feedback on the June 12th program.
Discussed by: John Simms, Jr., Proprietor, The Patient Investor--Conflict-Free Investment Consulting
John will review the current economic and financial market situation in light of the historical record of post-financial crisis outcomes
Myers Park United Methodist Church
1501 Queens Road
Charlotte, NC
Myers Park Methodist
Chapter leaders
President—Diane Thomas
dthomas39@carolina.rr.com
President Emeritus—Rich Barrett
rbarrett2@tx.rr.com
Vice President—George Guzynski
george@guzynski.com
Secretary—Emery Palmer
erpalmer@windstream.net
Treasurer—Nancy Ridenhour
nancyaridenhour@bellsouth.net
Programs Chair—Bob Clyde
rlclyde@clydefinancialplanning.com
Membership Chair—Orion Finklea
ofinklea@carolina.rr.com
Facilities Chair—David Amante
damante@carolina.rr.com
Publicity Chair—Terry Brady
tbrady@trailfoot.org
Librarian—Dallis Buice
dbuice079@aol.com
Roundtable Chair—Jeff Nigh
jdnigh@yahoo.com
Chapter Webmistress—Josephine Earl
JoOwl@BellSouth.net
Chapter Information
Chapter Contact: Robert Clyde, rlclyde@clydefinancialplanning.com
Chapter E-mail Address: aaiichapter_charlotte@yahoo.com
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