Orange County Chapter
American Association of Individual Investors
| Orange County AAII Orange County Chapter American Association of Individual Investors |
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| Upcoming Events Meetings are held either in-person or virtually via the web. In-person meetings will be noted in the announcement below. Otherwise meetings will be virtual. Meeting announcements and registration information for either format will be emailed to all OC AAII members (make sure your email is up to date to receive email announcements--login to aaii.com, click on your name in upper right hand corner, select My Account, and edit your Local Chapter email preferences). Meetings are held at 9:00 AM Pacific time on Saturdays for about 2 hours unless otherwise noted. 2025 ---
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| Recap and resources for our last meeting: On July 19, 2025, our own David Davis opened the meeting and gave a presentation of Gilbert Ho's Economy and Markets. David's presentation was followed by a two-part presentation by Mr. Paul Hsu, Senior Financial Consultant with Charles Schwab's Brea, California office. The first part was a discussion titled Exploring Fixed Income For Your Portfolio, while in the second part Paul discussed Why Everyone Needs An Estate Plan. The main points Paul covered were:
A link to a video recording of David's presentation is in preparation -- check back soon! Mr. Hsu's slides for his Fixed Income presentation can be downloaded by clicking here: [Fixed Income], and his Estate Planning slides are here: [Estate Planning] |
| Click HERE for prior meetings |
| In person meetings are held at: The Center at Founders Village 17967 Bushard Street Fountain Valley CA 92708 AAII Local Chapter Mission Statement: AAII local chapters, grasssroots organizations led by volunteer AAII members, allows AAII to extend its mission “person to person” to individual investors in their own communities by programming meetings that provide unbiased investment education in a social context The Orange County Chapter Mission Statement:
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