AAII Houston Chapter

Chapter Meetings

Each meeting of the Houston Chapter of AAII features a presentation by either a nationally known investment professional or a local financial consultant. Following the presentation, you’ll have the opportunity to have your questions addressed by the speaker

Prior to the presentation by the invited speaker, our Income SIG gives an update on the strategy and strong performance of their paper portfolio.

Meetings are usually held on the third Saturday of each month other than July and August. There is no charge to attend.

Upcoming AAII Houston Chapter Meetings

Retirement Solutions SIG Meetings

Managing family finances in or near retirement requires new perspectives and skills that differ somewhat from those that worked well during one’s working career. At each SIG meeting, a financial advisor or AAII Houston SIG member gives a presentation on a retirement topic followed by an open discussion with the meeting attendees in a Zoom meeting setting.

Meetings are usually held on the second Thursday of each month from 10:30 am until noon. There is no charge to attend.

Upcoming Retirement Solutions SIG Meetings

Investment Resources

The AAII Houston chapter has been sponsoring presentations on investing for Houston investors for over twenty years. Our speakers have represented many leading investment management and research firms including Alpha Architects, Schwab Wealth Advisory, Morningstar, Buckingham Wealth Partners, Cambria Investments, Delta Investment Management, The Merriman Financial Education Foundation, Leuthod Group, CFRA Research, and many more. You can find the slide decks from these presentations and our Retirement Solutions and Income SIGs at Speaker Presentations