American Association of Individual Investors (AAII) - Madison Subgroup of the Milwaukee Chapter

Have you heard this investing saying: If you fail to plan, then plan to fail? Our October 21 meeting with Joe Cusick will dispel that aphorism with tools and ideas designed to help you plan for investing success.

Description: Have you ever wondered how to plan your financial goals? How to screen for ideas, and analyze those ideas? Finally, have you ever wondered about how to execute, manage and monitor your trades and investments? Join Joe Cusick, Senior Vice President of Education at optionsXpress, as he will present this 5 Step Method for Trading while demonstrating many educational, evaluation, and execution tools. Joe's presentation will use the optionsXpress platform. During the meeting you will learn how you may open a free and unfunded account with optionsXpress where you can practice the tactics presented at this meeting by using this site's tools and virtual trading platform. Join us to learn to trade with more confidence.

Attend the October meeting to learn:
- From an ex-floor trader.
- And familiarize yourself with a new trading platform.
- To employ fundamental and technical criteria in screening for quality companies and appropriate timing.
- Methods for generating investment ideas.
- Questions to ask yourself before you invest.
- To formulate an investing plan that flows into opportunities.

Speaker's background: Joe Cusick, a Wisconsin native, entered the option markets in the mid-1990s, working his way up through three different exchanges to become a market maker on the floor of the Chicago Board Options Exchange until 2001. Fresh from the rough and tumble Chicago trading floors, Joe took his experience and immersed himself in the brokerage side, managing his own book of business at upstart online broker optionsXpress. In 2005 Joe assumed the role of Senior Market Analyst and Senior Vice President of Education for optionsXpress, passing along his knowledge and analysis of the markets through his frequent contributions in the Wall St. Journal, Business week, Barron's CNBC, BNN, & Bloomberg. Joe's true passion of the option markets and dedication to investor education really shines in the 100's of educational seminars to customers and potential clients worldwide each year. Joe is a graduate of Marquette University and holds his Series 4, 7 and 63 Registered Representative licenses.

October Meeting Summary:
Topic: 5 Step Method for Trading more Intelligently to Meet your Financial Goals
Speaker: Joseph Cusick; optionsXpress Senior Vice President of Education and a Senior Market Analyst
When: Wednesday, October 21, 2009 at 6:00 PM
Check-in: Begins at 5:30 PM
Cost: No charge, free and open to the public
Where: Sequoya Branch of the Madison Public Library