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Next Meeting

May 14, 2016

Topic:
"Finding a Stock Winner: First Step Screening"
Presenter:
John M. Bajkowski,
President, American Association of Individual Investors
Location:
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Cost:
Advance registration by mail, or on-line until 05/08/16 - $35.00 per person
Late registration on-line 05/11/16 until 05/13/16 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM
Details:
While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. John Bajkowski, president of AAII, will show how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. He will walk through the process of developing and implementing both a value and a growth screen and highlight which screening filters work and those that do not help to select winning stocks.
Reasons to attend:
  • Learn how to develop a screening strategy that fits with your horizon, risk tolerance, analytical skills and time
  • Learn which stock-screening techniques work and which ones to avoid.
  • Discover which value and growth strategies have had the best performance in AAII's 15-year study of over 60 strategies.
  • Learn how to identify good investment prospects using value and growth screening strategies.
  • Discover screening factors to identify good stocks.

John Bajkowski is president of AAII. As financial analyst for AAII, John writes a column on screening stocks. He also serves on the Dividend Investing and Stock Superstars advisory committee. He earned a bachelor's degree in finance and management from DePaul University. He has been with AAII for over 25 years.

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for May 14, 2016 meeting

Get driving directions to NVCC Campus from your location

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June 18, 2016

Topic:
"IRA Changes and Strategies You Must Know"
Presenter:
Bob Carlson,
Editor, Retirement Watch
Location:
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Cost:
Advance registration by mail, or on-line until 06/14/16 - $35.00 per person
Late registration on-line 06/15/16 until 06/17/16 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM
Details:
IRAs seem simple at first. Yet, they become complicated, especially as you near the distribution years. Plus, the IRS and Congress keep changing the rules. This presentation highlights the key issues involving IRAs with a focus on some important recent changes. Covered topics include required minimum distributions, Stretch IRAs, inheritances of IRAs, charitable contributions, and more.
Reasons to attend:
  • To learn the key strategies for limiting or reducing required minimum distributions.
  • To learn how to respond to the efforts to limit Stretch IRAs.
  • To learn who should consider making qualified charitable distributions from IRAs.
  • To learn how to maximize the tax benefits of your IRA and reduce the mortgage on your IRA.
  • To learn how to avoid penalties and taxes hidden in the tax code that trap many IRA owners.
  • To learn when it makes sense to convert a traditional IRA to a Roth IRA.

Bob Carlson is editor of the monthly newsletter and web site, Retirement Watch He also is Chairman of the Board of Trustees of the Fairfax County Employees' Retirement System, which has over $3 billion in assets, and was a member of the Board of Trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005. The second edition of his book, The New Rule of Retirement, was just published, and the second edition of Personal Finance After 50 for Dummies was published in 2015.

Get reservation form
for June 18, 2016 meeting

Get driving directions to NVCC Campus from your location

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Next Investor Workshop

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Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Steven Arquiette
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Kenneth Williams

Contact Information

General Information
301­-593-4542
Questions about registration
703­-879-8480

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116


Links to
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Website
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  • Local Chapter