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The website of the Rochester, NY Chapter
of the American Association of Individual Investors (AAII)
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Welcome to the Home Page of the Financial Planning SIG

Financial Planning Special Interest Group (SIG) meetings consist of Presentations and Roundtable Discussions and are normally held in the Ruth Braman Room in the Penfield Library on 1985 Baird Road in Penfield, NY 14526 at 7:00 PM every Month from September thru May.


Financial Planning SIG Presentations

The presentations below are PDF files. If you do not have a PDF (Portable Document Format) file reader then visit Adobe to download their reader.

Select Meeting Agendas for 2017

Jan Feb Mar Apr May  NEXT MEETING : Sept 26

Click for a list of past presentations Sept 2010 thru May 2016


For more info write to Diep Chu at di5215@aol.com