Thursday, February 11, 2016


                                                                                                  AAII Denver Chapter


About AAII and the Denver Chapter

Welcome! Founded in 1978, the American Association of Individual Investors (AAII) is a not-for-profit organization that arms individual investors with the education and tools they need to build wealth. From stock investing to financial planning and retirement saving, AAII seeks to educate you on all your needs --without any product-sales bias or pressure. More....


Morningstar's Christine Benz recommended specific retirement-portfolio allocations and fund/ETF ideas at a sold-out September chapter event

San Juan College professor Bart Womack discussed major investment implications of demographic changes at a recent chapter event.

How to Use Options for Profit, Income, and Protection

Monday, February 22, 2016
7:00 - 8:45 PM

Don't be scared off if you have never done any options trades. Selling options is not speculative!  This session will show you new possibilities; the technique is easy to learn!  Several days before the event, everyone who has registered will receive, by e'mail, a set of slides covering the basics of options terminology and common major strategies.  The actual panel discussion will proceed from that information base, focusing on strategies and tactics the panelists use in their trading and investing.

The four panelists (see below) are active users of options and apply varying strategies and approaches, which they will describe and illustrate with charts. Before the panel begins, a set of "Options Background" slides will provide a review of basic info on listed options and the various major strategies they offer.  Speakers' approaches explained will be buy & write, rolling strikes and dates, condors, protective puts and calls, and writing equity-secured puts and calls.  For members of all levels, this session will simplify options and explain various approaches that might be useful in managing your portfolio for greater returns.  With the recent market volatility, premiums have increased a lot, making option-selling strategies more attractive.


Don Morris is an active chapter member who frequently participates in the trading SIG and the Monday breakfast discussion group. Nancy Reese is an active options trader, using several options strategies, who was recently chair of the Tuesday breakfast group. Mike Rauschkolb uses options in his trading and is chair of the Tuesday breakfast group. Don Cassidy is program chair of the Denver Chapter and has used both income and speculative strategies with options for the past ten years.

Attend this meeting to learn

* What options are and how/whether you can use them

* How to use options even in qualified retirement plans

* Various strategies you may not have understood or used

    -- which might improve your returns

* Answers from panelists to your specific questions

Koelbel Library,  Centennial CO
SW Corner Holly & Orchard, 0.9 miles west of I-25
7PM start; sign-in/social/buffet from 6:20PM
Journalist/Author Jonathan Clements told a large April 2015 audience his investing observations from 24 years

Speakers Willenbrock, Diederich and Cassidy at Three Topic July  Summer Seminar


Chris Dunmall of Colorado PERA gave members his surprising 2015 outlook for bonds and interest rates at our December chapter meeting

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