The American Association of Individual Investors - AAII - provides investment education in investing basics, financial planning, and structuring investment portfolios of mutual funds and/or individual stocks. A not-for-profit organization, AAII arms individual investors with the understanding and tools needed to manage their finances more effectively and profitably.
Scott Tobe, President and Managing Partner, Signature Financial Planning
We have all heard the adage "money can't buy happiness," but what role can investing play in achieving personal satisfaction? As a financial advisor, Scott Tobe talks to a lot of people and has noticed that some very wealthy clients are miserable while some not-so-
wealthy are happy as can be. Join us to learn what he has discovered about the traits and actions of investors who are also happy people.
Attend this meeting and learn:
About Scott Tobe
Scott Tobe is a fully-licensed financial advisor who helps high-net-worth individuals realize their financial goals through comprehensive wealth-management and philanthropic giving.
A native Pittsburgher, Scott began his financial-planning career in 1999 with Eaton Vance Investments and then Putnam Investments in Boston. He returned to Pittsburgh in 2002 to join his father's company, Signature Financial Planning, where he has been President and Managing Partner since 2005.
Named in 2013 to Pittsburgh Magazine’s "40 Under 40" and in 2014 as one of Registered Representative magazine's "Top 10 Advisors Under 40," Scott also chairs the Planning and Funding committee at the Jewish Federation of Greater Pittsburgh, where he helps to direct over $13 million to worthwhile causes both in our community and abroad.
"Basic Training" — Annuities 101
In this pre-session — and preview of her March SIG meeting — Karen Fadzen will review annuity basics. Understanding these complex financial instruments becomes ever more important as investor longevity and appetite for "guaranteed income" both increase. Karen will present an annuity "roadmap" that will help individual investors determine if these products are consistent with their financial goals.
REGISTRATION/SOCIAL: 6:30 to 7:00 PM
BASIC TRAINING: 7:00 PM
MAIN PRESENTATION: 6:30 to 7:00 PM
NOTE: 1 WEEK EARLIER THAN USUAL
To pre-register and pay you may either:
Pay online using PayPal or Credit Card
Mail check, payable to AAII, to:
2000 Ginoria Court
Export, PA 15632
NOTE MEETING LOCATION:
Hilton Garden Inn
2000 Garden View Lane
Cranberry Township, PA 16066
The 2008 Credit Crunch - when many people lost their homes while others prospered from discovered opportunities - was only a mild “first taste” of painful deleveraging to come. Prepare yourself now to survive and thrive through the coming debt crisis. DETAILS.
Update/add your email address to the Chapter list
Access archived SIG presentations
The Chapter Picnic was held on Saturday, August 8, 2015 at Settlers Cabin Park.
Like all chapters of the national AAII organization, ours is run by members who volunteer their energy, ideas and time. In return, they gain a unique opportunity to rub shoulders with experienced investors/leaders and to contribute in educating both other members and themselves. You need no special qualifications to make a difference here, just a willingness to learn and to collaborate. In particular, we’re currently seeking someone to assist in preparing our meeting announcements. Several members contribute to the process, and the Announcements Coordinator role is straightforward: Transfer information into AAII’s web-based form. Please contact one of our leaders if you’d like to play on our team.
—Roy Taylor, Pittsburgh Chapter Vice President