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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!
2020/2021 Financial Planning Workshop Recordings
September 9, 2020: Financial Planning, The Big Picture
October 14, 2020: Investing I
November 11, 2020: Investing II
Investing II:Efficient Market Hypothesis; Can you beat the market?
Download slides here.
December 9, 2020: Taxes
Taxes:
- TRJA, SECURE Act, Diversification, Asset allocation, QCDs
- Download slides here.
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 IISafe withdrawal rates, Bengen’s 4% rule, Bucket strategies
Download slides here.
March 10, 2021: Risk Management / Insurance
Risk Management/InsuranceTrain wrecks; Annuities, Long-term care, Litigation
Download slides here.
April 14, 2021: Social Security and Medicare
Social Security and MedicareFull retirement age, Early/late retirement strategies, Medicare traps
Download slides here.
May 12, 2021: Estate Planning
Estate PlanningWills/Trusts, Probate, Duties of an executor/trustee, Philanthropy
Download slides here.
Archives: Previous Financial Planning Workshops
Click here for previous Financial Planning Workshop Topics and Downloads!
- The 2019/2020 cycle
- The 2017/2018 cycle