Financial Planning Workshops
Financial Planning Workshop
- Debra Stikes will facilitate the Financial Planning Meetups in the 2021-2022 season. Planned Sessions are the 2nd Wednesdays of each month from 6:30pm-8:30pm. Join the Zoom each month here - click here. September 8, 2021 - The Big Picture (slides) October 13, 2021 - Investing I (slides) November 10, 2021 - Investing II (slides) December 8, 2021 - Taxes (slides) January 12, 2022 - Retirement Planning I (slides) February 9, 2022 - Retirement Planning II March 9, 2022 - Risk Management/ Insurance April 13, 2022 - Social Security and Medicare May 11, 2022 - Estate Planning June 8, 2022 - Wrap Up Review Join AAIISV on Meetup to be notified of future sessions.
- Watch Financial Planning videos on the AAII Silicon Valley YouTube channel, here.
- Below are recordings from our prior season, with the developer of these sessions Fred Smith. We hope you enjoy learning with us and other like-minded individual investors!