Chapter Information

Mission | Monthly Meetings | Contacts | Special Interest Groups

Our Mission

to provide information and education to improve the investing performance of our participants.

Monthly Meetings

Currently, we host hybrid (in-person and virtual) meetings at 10 a.m. on the 2nd Saturday of the month.  For the foreseeable future, we plan to meet at the Barwell Road Community Center. Please refer to specific Meeting Announcements for specific date, time, and location information. In-person and virtual attendance as well as access to webinar recordings have a fee of $7 to offset venue rental, speaker travel, and other chapter expenses.

Meeting Location:

Barwell Road Community Center: 5857 Barwell Park Drive Raleigh, NC 27610

Chapter Email Contacts

General Information – [email protected]
President – [email protected]
Vice President – [email protected]
Treasurer – [email protected]
Speaker Coordinator – [email protected]
Secretary/WebMaster – [email protected]
Chapter Hospitality Coordinator – [email protected]
Lunch/Dinner Group Coordinator – [email protected]

Special Interest Groups

Income SIG

Date/time: Usually the 3rd Saturday of month at 9:30 AM.
Meeting location: Panera Bread at the Colonnade Center just south of I-540 off of Six Forks Rd., 8511 Colonnade Center Dr Suite 110, Raleigh, NC 27615
Email Contact: [email protected]

Options SIG

Date/time: Usually the 4th Saturday of month at 9:30 AM.
Meeting location: Brier Creek Panera Bread, 7840 Alexander Promenade Pl, Raleigh, NC 27617
Email Contact: [email protected]

Personal Finance SIG

Date/time: TBD
Meeting location: TBD
Email Contact: [email protected]


Check this website for any late-breaking changes or responses to weather or scheduling events. Better still: subscribe to new posts for the latest meeting or schedule changes. See the menu’s “SUBSCRIBE TO NEW POSTS VIA EMAIL” section.