Philadelphia Chapter Website

Year Month Speaker Company Title
2019 November David Volpe Emerald Advisors Passive vs. Active Investing
2019 October D’Ovidio, Dr. Rob Professor, Drexel University Preventing Fraud In The Digital Age
2019 September Balchunas, Eric Bloomberg Intelligence Welcome to the ETF Jungle
2019 May Levin, Dr. Gerald GBL Asset Management Interest Rates are heading up
2019 April Anderson, Linda Anderson Elder Law Estate Planning
2019 March Benz, Christine Morningstar Retirement Strategy using Buckets
2018 November Dunkelberg, William Economist (Temple and NFIB) Impact of the Mid-term Elections
2018 October Jaffe, Chuck Syndicated Financial Columnist The Right Way to Hire Financial Help
2018 September Burgoyne, Joseph The Options Institute Council Managing Market Risk With Options
2018 May Fridson, Martin CIO – Lehmann,Livian,Fridson Income Investing Obstacle Course
2018 April Pfau, Wade Professor,The American College Sustainable Spending in Retirement
2018 March Yaros, Bernard Moody’s Analytics What effect the new tax law will have
2017 November Hirt, Josh Investment Analyst, Vanguard Choosing between ETF’s and Mutual Funds
2017 October Weiss, Philip Apprise Wealth Management Behavioral Finance
2017 September Kahler, Jonathan Investment Analyst for Vanguard Your Retirement Plan – How good is it?
2017 May Mackintosh, PhD, Stuart National Association for Business Economics The Retreat of Globalization? Signals from Europe
2017 April Kosnett, Jettrey Kiplinger’s Investing For Income Investing for Income Safely: Why Something Always Works
2017 March Benz, Christine Morningstar Morningstar’s Best Ideas for 2017 and Beyond
2016 November Dunkelberg, William Economist (Temple and NFIB) Will the Election Matter to Small Business?
2016 October Sheedy, Rachel Kiplinger’s Retirement Report Everything You Should Know About Retirement Plans, After You Retire
2016 September Purvin, William Fidelity Investments Workshop: What the Fidelity Active Trader Pro Platform Can Do For You
2016 May Tolani, Ravi Strategy Group Investing in Bond for the Next Five Years
2016 April Rotblut, CFA, Charles AAII Smart Investing: Seeking Reward While Reducing Risk
2016 March Johnstone, Bruce Fidelity Investments Economic and Markets Outlook? Sluggish Optimism
2015 November Gray, Dr. Wesley Alpha Architect LLC Bad Behavior in Hazardous to Your Wealth
2015 October Carlson, Robert Retirement Watch Overcoming the 6 Critical Threats to Lifetime Income Security
2015 September Garner, Joseph Emerald Advisers The Keys to Successful Small-Cap Investing
2015 May Naroff, PhD, Joel Naroff Economic Advisors What Stronger Economic Growth Means for Us
2015 April Amrein, Fred College Affordability LLC College Funding Strategies
2015 March Reese, John Validea Capital Management Do the Strategies of Investing Greats Still Work Today?
2014 November Anderson, Esq., Linda Anderson Elder Law What Every Retired Person and Their Grown Children Must Know NOW
2014 October Dunkelberg, William Economist (Temple and NFIB) Will the Election Matter for the Real Economy?
2014 September Ellman, Dr. Alan Blue Collar Investment Corp. Exit Strategies for Covered Call Writing