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Welcome to the Puget Sound Chapter of the
American Association of Individual Investors

We are a grassroots, nonprofit organization with a mission to provide honest, unbiased investment information to individual investors in the Puget Sound area.

We are managed by a board of directors that is entirely made up of volunteers. We sponsor an educational seminar in every odd-numbered month. Members, their guests and non-members attend our seminars.

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Our next seminar:

The Ultimate Buy and Hold Strategy—on Steroids!

Paul Merriman
September 25, 2021 from 10:00 am to 12:45 pm

The presentation will discuss the risks and returns of 7 different portfolios. Guests will learn how to use a new calculator to test these portfolios during the accumulation and distribution periods. All participants will get a free pdf of Paul’s latest book, “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement.”

ABOUT THE PRESENTER

Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation, buy-and-hold, and active management strategies. Now retired from Merriman Wealth Management, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through free eBooks, podcasts, articles at Marketwatch.com and the AAII Journal. More investment related information, including mutual fund and ETF recommendations can be accessed at paulmerriman.com. Paul and his team have created 2 Funds for Life, Best in Class ETF recommendations, and the Merriman Foundation Lifetime Investment Calculator.

Attend this seminar to learn:

    • Answers to the 12 of the most important investment questions
    • Ten ways to make better returns on your investments with and without taking more risk
    • The pros, cons and truth about investing in small cap value

Meeting Location:

This will be an online meeting. Register at aaiips.eventbrite.com to receive the meeting link. Please enter a donation — as much as you can — The more you contribute, the better the speakers we can bring you.

If you choose not to donate to this online event and wish to have a link emailed to you instead, please send an email to webmaster@aaiips.org
Get Directions

Registration:

Please preregister 48 hours before the event to give us an estimated headcount.

If you would rather not pay with a credit card, you can register by mail.

9:45 a.m. — Online link becomes live
10:00 a.m. — Presentation begins
12:45 p.m. — Adjournment

Open to the public. AAII membership is not required to attend.

Payment

Please send a contribution of ANY AMOUNT. The more you contribute, the better speakers we can bring you. Contact us at least 24 hours prior to the seminar for a full refund.


Disclaimer

The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers, or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.


Special Interest Group:

Our AAII Special Interest Group (SIG) is a small gathering sponsored by our Local Chapter where members meet for general discussion or to explore a specific investment topic of interest to the group. 

Eastside SIG

Chair: Pete Sheill
eastsidesig@aaiips.org

This discussion group meets online at 7 p.m. on the second Tuesday of each month (except in July and August). To receive a notice prior to each meeting, go to https://groups.google.com/g/aaiieastsidesig

 

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