Past Speakers

Recordings of older webinars are generally available free of charge. Recordings of recent webinars are available free of charge to meeting attendees and for purchase by all others. For you to view a restricted recording, we have to grant access to a Google account email address. (If you don’t have a Gmail address/account, see instructions for creating a Google account with an existing (non-Gmail) email address.) Once your account is given access, you must login to the permitted Google account to view the recording.

If you have an email client application, just click on the “Attendee request for webinar access” link, which will prefill an email request to [email protected]. If not, please email [email protected] with your Google account email address requesting access.

Date Speaker Topic / Link to post Handouts / Recordings
6/08/24 John Williams Family Mortgages, and the Latest in Roth Conversions
5/11/24 Richard Hill Strategies for Sustainable Income in Retirement
4/13/24 David Drake, chapter president 2024 Chapter Survey Summary and Takeaways
3/9/24 Dr. DeLon Canterbury How Overprescribing Is Costing You a Fortune
2/17/24 Doug Gerlach What’s Coming in 2024 for Small-Cap Stocks
1/20/24 Dennis Stearns Uncharted Investment Waters: Scenario Maps for 2024 Investing
12/9/23 Carla Payne & Courtney Kidwell Long Term Care Options and Fianancing
11/11/23 Ed Barsano The Impact of AI on Trading the Markets
10/14/23 Richard Hill Retain Your Brain: Age-Proof Your Most Important Asset.
9/9/23 John Kosak Better Returns, Less Risk by Following the Money
8/12/23 Ed Barsano The Impact of AI on Trading the Markets
Rescheduled for November due to illness
7/08/23 James Park The Valuation Treadmill: How Securities Fraud Threatens the Integrity of Public Companies
6/10/23 Kevin Carter Rethinking Emerging Markets: The Next Decade of Global Growth & How to Capture It
5/13/23 Raymond Rondeau AAII’s Essential Investing Principles and Strategies
4/08/23 Bruce Johnstone China, Russia, Inflation, and the Economy
3/11/23 Martin Leclerc Understanding New Realities in a Changed World
2/11/23 Scott Hensley Tax Planning in Turbulent Times
1/14/23 Dennis Stearns Sailing in Uncharted Waters: 2023 Scenarios slides webinar
Date Speaker Topic / Link to post Handouts / Recordings
12/17/22 Carla Payne An Insider’s Look at the Rising Cost of Aging Care in the U.S. slides webinar
11/19/22 Mark Skousen My Favorite Investments Now That The Mid-term Elections Are Over
10/15/22 Dennis Stearns & Courtney Kidwell The Keys To Successful Aging
9/17/22 Wayne Thorp AAII Shadow Stock Portfolio: From Theory to Practical Application
8/20/22 Peter Lazaroff Navigating Uncertain Markets
7/23/22 John Simms, Jr. What’s an Investor to Do? slides webinar
6/18/22 Richard Hill 7 Risks in the Retirement Red Zone
5/21/22 Mike Belotz Financial Alternatives
4/08/22 Ken Winans Financial History slides webinar
3/12/22 Paul Townsend The Future Ain’t What It Used to Be not available due to compliance
2/05/22 Scott Hensley Tax Outlook for 2022 slides webinar
1/08/22 Dennis Stearns Sailing in Uncharted Waters: 2022 Scenarios slides webinar
Date Speaker Topic / Link to post Handouts / Recordings
12/11/21 Dr. Eric Wish Investing and Trading Rules Bases on 50+ Years’ Market Experience slides webinar
11/13/21 Tom Manganello SEC Overview and Update slides webinar
9/11/21 Doug Gerlach Searching for Quality in Small Cap Stocks slides webinar
8/14/21 Jonathon Pond Safe Money in Tough Times webinar
7/10/21 Lori
Van Dusen
Current Market Outlook webinar
6/12/21 Dr. Derek Yonai Business, Relationships, and Flourishing webinar
5/08/21 Amy Smith IBD CANSLIM Investing webinar
4/10/21 Alan Ellman Covered Option Writing webinar
3/24/21 Liz Ann Sonders Recent Economic Trends webinar
2/13/21 Ken Martin/Scott Hensley Tax Strategies slides webinar
1/09/21 Dennis Stearns COVID End Game Scenarios slides webinar
Date Speaker Topic / Link to post Handouts / Recordings
12/12/20 Brad Thomas REITs webinar
11/14/20 Craig Israelsen Portfolios slides webinar
10/10/20 Ken Fisher Market Impacts of Elections & Disease slides webinar
9/12/20 Frank Li Hedging Risk slides
8/08/20 Roger Conrad Dividend Investing slides webinar
7/11/20 John Davi ETFs webinar
6/13/20 Brian Bingham Tools for Investing
5/09/20 Marvin Appel Income Investing slides
4/23/20 Wayne Thorp A+ Investing (AAII)
2/08/20 Scott Hensley Tax Strategies slides
1/11/20 Dennis Stearns Market Outlook slides
Date Speaker Topic / Link to post Handouts / Recordings
12/14/19 Richard Hill Estate Planning slides
11/09/19 Bruce Johnstone Geopolitics and the Market slides
10/12/19 Sheldon Ray, Jr. Investing in China
9/14/19 Jeffrey Hirsch Market Cycles
8/10/19 Lori Van Dusen Market Outlook
7/13/19 Alex Bryan ETF Portfolios slides
6/08/19 Christine Benz Market Outlook slides
5/11/19 Clem Seifert Crowdfunding in NC
4/13/19 Debra Borchardt Investing in Cannabis
3/09/19 Steve Shaw Trading Bonds
2/09/19 Jack Pacheco Growth Stocks
1/12/19 Dennis Stearns Market Outlook slides
Date Speaker Topic / Link to post Handouts / Recordings
12/08/18 Richard Hill Healthcare in Retirement
11/10/18 Gary Antonacci Dual Momentum Investing
10/13/18 Michael DeRose Professionally Managed Futures
9/08/18 Raymond Rondeau Practical Technical Analysis Techniques
8/11/18 Phillip Weiss Behavioral Finance slides
7/14/18 John Simms Market Outlook
6/09/18 Michael Walden NC Economic Forecast
5/19/18 Tony Davidow Smart Beta Portfolios slides handout 1 handout 2
4/14/18 Richard Hill Re-Engineering Retirement
3/10/18 John Dobosz Dividend & Option Investing slides
2/10/18 Scott Hensley 2018 Tax Update slides
1/06/18 Dennis Stearns Market Outlook slides
Date Speaker Topic / Link to post Handouts / Recordings
12/09/17 Benji Jones & Jim Verdonik Local Public Offerings & Crowdfunding
11/11/17 Keith Knoop Fixed Income slides handout 1 handout 2 handout 3 handout 4 handout 5
10/14/17 Roy Johnson Wealth Management Strategies
9/09/17 Chuck Jaffe Mutual Funds vs ETFs
8/12/17 Bryan Johnson Bear Market Analysis slides handout 1 handout 2
7/08/17 Steven Abernathy Shareholder Activism
6/10/17 Bob Pugh Fixed Income Safety Net slides handout 1 handout 2
5/13/17 Ed Barsano Robo Investing
4/08/17 Robert Carlson IRA Strategies slides
3/11/17 Mark Hulbert Investment Advisory Newsletters
2/11/17 Nicholas Atkeson Dual Momentum Relative Strength
1/21/17 Dennis Stearns Market Outlook
Date Speaker Topic / Link to post Handouts / Recordings
12/10/16 Roger Conrad Utility Investing
11/12/16 Michael Osteen Value Investing
10/08/16 Roger S. Conrad Utility Investing
9/10/16 Russ Emrath Alternative Investments
8/13/16 Greg Lee Sector Investing
7/09/16 Marilyn Cohen Municipal & Corporate Bonds
10/11/16 Alan Ellman Covered Call Writing slides
5/14/16 Paul Townsend Trading Signals slides
4/09/16 Elliott Gue Fossil Fuel Investing slides
3/12/16 David Johnson Portfolio Risk Management
2/13/16 Robert Drach High Probability Investing slides
1/09/16 Dennis Stearns Market Outlook slides
Date Speaker Topic / Link to post Handouts / Recordings
12/12/15 Joseph Williamson Internet Security
11/14/15 Larry Hungerford Top Fund & Stock Picks slides
10/10/15 Charles Rotblut Smart Investing slides
9/12/15 Christine Benz Retirement Income slides
8/08/15 Ian Abbott Avoiding Bear Markets slides
6/13/15 Anthony Muhlenkamp Portfolio Management slides
5/09/15 Charles Carlson DRIPs slides
4/11/15 Lori Schock Crowd Funding Regulations slides
3/14/15 John Reese Systematic Stock Selection/Model Portfolios