Orange County AAII

Orange County Chapter
American Association of Individual Investors
AAII Orange County Chapter Logo
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, 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.

2024 ---
  • September 28 — The Future of  Emerging Markets and the Rise of a Digital India, by Kevin T. Carter, Founder & Chief Investment Officer, EMQQ Global. (

Recap and resources for our last meeting:
     On June 22, 2024, Paul Merriman, Founder of The Merriman Financial Education Foundation ( presented The Most Important Lessons of My 60 Years as an Investor and Teacher, in which he discussed --
  • The simple math of successful investing

  • An objective approach to choosing the best combination of asset class funds

  • How to maximize your retirement distributions while maximizing what you leave to others

  • How one offensive step and 25 defensive steps should make you a successful investor

Mr. Merriman generously agreed to share his presentation slides, which can be accessed, viewed, and saved: Merriman Slides

In due course, we hope to provide a link to a YouTube video recording of Paul's presentation. Check back soon!

        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:

  • Provide current information for the individual investor that can be used to improve investment decisions.
  • Deliver educational presentations to increase personal knowledge of fundamental investment principles.
  • Discuss interesting and stimulating topics for general investment/business market interest, discussion and enjoyment
Fountain Valley Founders' Center