February 8, 2025 In-Person Chapter Meeting & Webinar

Preferred Stock Investing

• The Get-togethers/General Investing Group (GIG) for January has been cancelled. The next meeting will be posted on Chapter Information/#SIGs.
• The Personal Finance SIG will meet at a private home in Cary on Tuesday, January 28.  See Chapter Information/#SIGs for more information and email [email protected] for the address and agenda.
• The Options SIG will meet on February 1 at the usual time and place. See Chapter Information/#SIGs for details.
• For our chapter meeting, we will meet in the fellowship hall on the ground floor of Fairmont United Methodist Church near NC State. For parking and building entry instructions, see location details below.
• As of January 2025, our attendance fee is $10. Please see How the Chapter Functions for more details.

Presentation Summary:

Preferred stocks can be a confusing yet higher earning investment option for income-oriented investors. This seminar will demystify and explain all the complexities of preferred stocks. Key takeaways are:

• Tax advantages over bonds
• Identify which industries generated highest yields
• Boosting yields & lowering risk with closed end funds

Meeting Details:

Date: Saturday, February 8th, 2025

Time: 10:00 a.m. ET (mix and mingle starts at 9:30)

Location: Fairmont United Methodist Church: 2501 Clark Avenue Raleigh, NC 27607. Parking is available on the west side of the church (accessible only from Clark Ave.) and across the street, north east of the church. Please follow signs to enter the building. The north entrance on Clark Ave. requires going down 18 stairs. The southeast entrance on Horne St. only requires going down 3 stairs.

Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account

Cost: $10 cash (in-person) or electronic payment (webinar)

Before attending in person, please read:

• the AAII Protocol for In-Person Meetings

If you feel sick, please join us virtually.

About Our Speaker

Ken has been a CPA for over 40 years and owned a CPA firm in Greensboro focused on providing tax and consulting advice to smaller businesses as well as financial planning advice to business owners.  He has an MBA and PhD. Ken re-started the Greensboro chapter of AAII and has served as chapter president since then. He is a long time life member of AAII.