Chapter Meeting
August 2019 Chapter Meeting
Is It Different This Time? Lori Van Dusen, CIMACo-Founder, CEO & Co-CIO, LVW Advisors 519 Church ...
July 2019 Chapter Meeting
How to Build a Strong Portfolio With ETFs Alex Bryan CFA, Director of Passive Strategies, Morningstar519 ...
June 2019 Chapter Meeting
Morningstar’s Best Ideas for 2019 and Beyond Christine BenzDirector of Personal Finance, Morningstar, ...
May 2019 Chapter Meeting
Investment Crowdfunding in North Carolina Using the NC PACES Act Clem SeifertProgram Director, INVESTinNC; ...
April 2019 Chapter Meeting
Investing in the Cannabis Industry Debra BorchardtCo-Founder, CEO and Editor-In-Chief,Green Market Report ...
March 2019 Chapter Meeting
Rethinking Bond Investing Steve ShawFounder and President, BondSavvy 9 Church & Conference Center1100 ...
November 2018 Chapter Meeting
Dual Momentum Investing for More Profit With Less Risk Gary Antonacci, Author, Dual Momentum Investing ...
September 2018 Chapter Meeting
Simple, Practical Technical Analysis Techniques for Everyday Investors Raymond Rondeau, President, ...
August 2018 Chapter Meeting
Behavioral Finance Phillip Weiss, CPA, CFA, Principal, Apprise Wealth Management 519 Church & Conference ...
July 2018 Chapter Meeting
The Economic & Financial Market Environment Has Changed: Are You Prepared? John Simms, Jr, PhD, ...
June 2018 Chapter Meeting
North Carolina Beyond the Connected Age to 2050 Michael Walden, Ph.D. Economics Professor, North Carolina ...
May 2018 Chapter Meeting
Building Better Portfolios With Smart Beta Tony Davidow Vice President and Alternative Beta Strategist, ...
March 2018 Chapter Meeting
Generate Superior Equity Returns And Income With Dividends And Options John Dobosz Editor, Forbes Dividend ...
February 2018 Chapter Meeting
2018 Tax Update and Planning Ideas Scott Hensley Attorney, CPA and Tax Partner, Stancil & Company ...
December 2017 Chapter Meeting
Local Public Offerings and Crowdfunding Benji Jones Jim F. Verdonik Attorneys, Ward and ...
November 2017 Chapter Meeting
Finding Relative Value in Fixed Income (taxable & tax-free) Keith Knoop Senior Portfolio Manager, ...
October 2017 Chapter Meeting
Five Keys to Developing Wealth Management Strategies Roy Johnson, Ph.D. Senior Financial Services Representative, ...
September 2017 Chapter Meeting
Mutual Funds or Exchange Traded Funds (ETFs): Should you own one, the other or both? Chuck Jaffe, Editor, ...
August 2017 Chapter Meeting
An Analysis of Bear Markets Bryan Johnson Publisher, Moon Run Report Location: Wake Tech Western Wake ...
July 2017 Chapter Meeting
Shareholder Activism: Why Intelligent Investors & Many of the Smartest Analysts Have Labeled Shareholder ...
May 2017 Chapter Meeting (Updated Speaker)
Robotic Investing Ed Barsano CEO/Founder of CoolTrade, Inc. (Ed has graciously agreed to move his presentation, ...
April 2017 Chapter Meeting
IRA Changes and Strategies You Must Know (click for slides) Robert Carlson Editor, Retirement Watch ...
February 2017 Chapter Meeting
Simple, Robust Methods to Grow and Protect Your Portfolio Nicholas Atkeson Founding Partner, Delta Investment ...
Rescheduled January 2017 Chapter Meeting
New Year, New President, New Disruptive Threats: What's Ahead for the Economy and Investments in the ...
January 2017 Chapter Meeting Reminder
New Year, New President, New Disruptive Threats: What's Ahead for the Economy and Investments in the ...
November 2016 Chapter Meeting
The Key to Better Investments Michael Osteen Chief Investment Strategist, Port Wren Capital, LLC Saturday, ...
September 2016 Chapter Meeting
Alternative Investments Russ Emrath Financial Adviser, Ameriprise Saturday, September 10, 2016 at 10:00AM ...
August 2016 Chapter Meeting
Understanding Sector Investing Greg Lee Regional Broker Consultant, Fidelity Investments Saturday, ...
July 2016 Chapter Meeting
Dissecting What’s Going Right and Wrong in Bond Land Marilyn Cohen President, Envision Capital Management, ...
June 2016 Chapter Meeting
Covered Call Writing to Generate Monthly Income Dr. Alan Ellman President of The Blue Collar Investor ...
April 2016 Chapter Meeting
Lower for Longer Oil Prices: Top Plays for Income and Growth Elliott Gue Editor and Publisher Energy ...
March 2016 Chapter Meeting
Mission Critical Portfolios: How to Reduce Risk and Increase Returns David Johnson Chief Investment ...
February 2016 Chapter Meeting
High-Probability Investing Robert Drach Founder of Drach Market Research Advisers Saturday, February ...
January 2016 Chapter Meeting
2016 Economic Scenarios: Boom or Gloom? Dennis Stearns, President, Stearns Financial Group Saturday, ...
December 2015 Chapter Meeting
Internet Update - Society, Security and Future Dr. Joseph Williamson Saturday, December 12 at 10:00 ...
November 2015 Chapter Meeting
Top Fund and Stock Picks Dr. Larry Hungerford Director, Research, Woodard & Co. Asset Management ...
October 2015 Chapter Meeting
Smart Investing: Seeking Reward While Reducing Risk Charles Rotblut, Vice President AAII Saturday, ...
September 2015 Chapter Meeting
Strategies for Creating Your Retirement Paycheck Christine Benz, Director of Personal Finance, Senior ...
August 2015 Chapter Meeting
How to Avoid Bear Markets and Catch a Bull Ian Abbott, Owner, Abacus Financial Services (abacusfs@centurytel.net) ...
April 2015 Chapter Meeting
New Crowd Funding Regulatory Changes Lori Schock, US Securities & Exchange Commission Saturday, ...