AAII - Pittsburgh Local Chapter

 AAII Pittsburgh

The American Association of Individual Investors - AAII - provides investment education in investing basics, financial planning, and structuring investment portfolios of mutual funds and/or individual stocks. A not-for-profit organization, AAII arms individual investors with the understanding and tools needed to manage their finances more effectively and profitably. 

Not an AAII member, join now!

NOTICE

AAII has directed local Chapters to cancel all meetings until further notice.

Only webinars are permitted.

You will receive notification when meetings resume if you are on the national list or our Chapter email list.

  The Pittsburgh Chapter will deliver a free webinar Tuesday, November 17, for AAII members beginning at 7:00 pm EST. 

FREE WEBINAR

Tuesday, November 17, 2020

"DIY Financial Planning"

ed lamark

founder and ceo, the wealth pool

Building a well-diversified investment portfolio is half of the retirement equation. Investors need good tools and a wealth of data to truly get a handle on spending and portfolio drawdown to confidently build a dynamic financial plan for their household. Ed Lamark shares how technology today empowers the individual investor to take control of their financial future.

ATTEND THIS meeting and learn:

• How powerful online technology eases the creation and maintenance of a financial plan without spreadsheets
• The importance of getting a firm hold on the decumulation of your portfolio assets and how it's done,
• How to swiftly stress test portfolio assets and instantly generate the resulting impact to your portfolio's longevity.

ABOut ed lamark

Ed Lamark is founder and CEO of The Wealth Pool (TWP), a next-generation financial wellness platform that provides its consumer members and business partners with clean, actionable data to make better financial decisions. TWP's online technology empowers individual households to get and remain financially organized through its core financial planning tool and insightful pool of data. Prior to founding TWP, Lamark was a managing director with RBS Securities where he established and ran the bank's Asset-Backed Commercial Paper trading desk. He developed proprietary systems software that ran much of the business unit's operations for 15 years. He holds a B.S. in mechanical engineering from Purdue University, an MBA from Indiana University and an M.S. in finance from the Illinois Institute of Technology.

Tuesday, Jan 19, 2021 Meeting

charlie smith

  "Market Overview"

President's Message

Like all Chapters of the national AAII organization, ours is run by members who volunteer their energy, ideas, and time.  In return, they gain a unique opportunity to "rub shoulders" with experienced investors/leaders and to contribute in educating both other members and themselves.  Each of us will tell you that we get more value out of the work we do than what we put into it.

People move on, however, and if the Chapter is to continue, new leaders must step forward from time to time. If this opportunity calls you, come join our team: Work closely with and learn from generous, experienced investors.  You need no special qualifications to make a difference here, just a willingness to learn and to collaborate. 

Ask one of us about how you can make a difference for others while improving your own investment skills.

-- Roy Taylor, President

AAII Cleveland Chapter Announcements

UPCOMING SIG MEETINGS

• Investment Strategies SIG
  Jim Emberg <jim.emberg@gmail.com>
  Start time:  7:00 p.m., Tuesday, TBA
• Personal Financial Planning SIG (held at Sewickley Library) Karen Fadzen CFP, CDFA <fadzens@gmail.com> Start time:  7:00 p.m., Tuesday, 27 October 2020

  INVESTING SEMINAR

No seminars are currently scheduled.