» Past Chapter Meetings:

Saturday, November 14, 2009 "Disciplined Investing–in Good Times and in Bad" Steve Scruggs, CFA, Portfolio Manager and Director of Research, Bragg Financial Advisors

Saturday, October 10, 2009 "An Argument for Active Management" Paul Beste, CPA, & Matt Drvaric, Both From Heartland Funds

Saturday, September 12, 2009 "Strategies for Maximizing Aftertax Wealth Creation" Cheryl R. Holland, President, Abacus Planning Group

Saturday, August 8, 2009 "The Latest Research and the Most Important Tips Every Mutual Fund Investor Should Know" Ryan Leggio, Mutual Fund Analyst, Morningstar

Saturday, July 11, 2009 "Members’ Roundtable: The Three Bears Economy" AAII Charlotte Chapter Members,

Saturday, June 13, 2009 "Estate Planning and Investor Rights A Recession Special, Two Important Topics for the Price of One" Sherri L. McGirt, Shareholder, McNair Law Firm, P.A. Chase B. Saunders, Special Counsel, McNair Law Firm, P.A.

Saturday, May 9, 2009 "Six Reasons Why This Is a Great Time to Enroll in a Certified Financial Planner Program" Craig A.J. Averill, CLU, ChFC, Former Vice President, Retirement Solutions Group, Bank of America

Saturday, March 14, 2009 "Renewing Your Portfolio Will Pay Dividends" Matthew Emmert, Editor, Dividend Gambit Newsletter

Saturday, February 14, 2009 "The Painful Truth about De-Leveraging: What’s an Investor To Do?" John Simms Jr., Ph.D., CFA, Family Investment Officer, GenSpring Family Offices

Saturday, January 10, 2009 "Asset Allocation Workshop: Stay Humble, Diversified and Unemotional" Tom Pemberton, CFA, CFP, Registered Investment Advisor, Pemberton Financial Planning

Saturday, December 13, 2008 "Financial Planning Wisdom of Ebenezer Scrooge—Behavioral Financial Traps" John Thomas CFA, CFP and Pam Stearns, CPA, Stearns Financial