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Financial Planning Workshops

Financial Planning Workshop

Fred Smith, registered investment advisor, offers a full lineup of courses annually in the Financial Planning Meetup group. These Zoom meetings feature presentations on specific financial planning topics, followed by informal discussions, time permitting, across the full spectrum. We meet at 6:30pm on the second Wednesday every month except July and August.
  • Join AAIISV on Meetup here!
  • To join the Zoom discussion, when it starts, click here.
  • Watch Financial Planning videos on the AAII Silicon Valley YouTube channel, here.

2020/2021 Financial Planning Workshop Topics and Schedule!

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September 9, 2020: Financial Planning, The Big Picture
The Big Picture:
Five pillars, Life-cycle planning, Professional help?
Download slides here.

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October 14, 2020: Investing I
Investing I:
Modern Portfolio Theory, Building a diversified portfolio
Download slides here.

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November 11, 2020: Investing II
Investing II:
Efficient Market Hypothesis; Can you beat the market? Download slides here.

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December 9, 2020: Taxes

Taxes:
  • TRJA, SECURE Act, Diversification, Asset allocation, QCDs
  • Download slides here.

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January 13, 2021: Retirement Planning I
Retirement Planning I: Accumulation/Distribution phases, Tax-advantaged plans, RMDs Download slides here.

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February 10, 2021: Retirement Planning II
Retirement Planning II
Safe withdrawal rates, Bengen’s 4% rule, Bucket strategies Download slides here.

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March 10, 2021: Risk Management / Insurance
Risk Management/Insurance
Train wrecks; Annuities, Long-term care, Litigation

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April 14, 2021: Social Security and Medicare
Social Security and Medicare
Full retirement age, Early/late retirement strategies, Medicare traps

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May 12, 2021: Estate Planning
Estate Planning
Wills/Trusts, Probate, Duties of an executor/trustee, Philanthropy

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June 9, 2021: Wrap-up Case Study
Wrap-up Case Study Reviewing previous material

Archives: Previous Financial Planning Workshops

Click here for previous Financial Planning Workshop Topics and Downloads!
  • The 2019/2020 cycle
  • The 2017/2018 cycle
Watch many more videos on the AAII Silicon Valley YouTube channel here.
CONTACT aaiichapter_siliconvalley@yahoo.com
ADDRESS AAII Silicon Valley Chapter
P.O. Box 58
Cupertino, CA 95015-0058
Copyright ©2020 AAII Silicon Valley. All rights reserved.

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