February 2021 Main Event

How to Set and Meet Investment Objectives
Julie Jason, Founder of Jackson, Grant Investment Advisers, Inc.
The key to a successful financial future begins with planning. In this presentation, Julie Jason JD, LLM, will discuss how to identify goals and create an actionable investment plan with metrics to know if you are on track.What you will learn:
  • How to know if you are prepared for investing: Are your everyday finances under control?
  • A five-step path to achieving your investment goals
  • How to remain committed when life circumstances or markets change
Biography: Julie Jason, JD, LLM. A proponent of investor protection and financial literacy, Julie Jason is the founder of Jackson, Grant Investment Advisers, Inc., and an award-winning columnist and author who shares insights gained from a lifelong career in money management and law. Syndicated by Andrews McMeel, her CLARION award-winning weekly column has been recognized by the IRS for “accurate, timely, informative and helpful tax information” and by the Society of Professional Journalists (CT Chapter) and the Connecticut Press Club for "Excellence in Journalism."
Free Library Resources for Investors
Russell Malley, President Silicon Valley Chapter of BetterInvesting
The presentation will show attendees the free resources available at local public libraries. The concentration will be on the Santa Clara County Library system. In addition, attendees will be shown how to access the free online resources for investors at the library.
  • What the libraries have to offer investors
  • How to access these resources
  • Actions needed to access the resources
Download slides here.
Biography: Russell Malley has been an investor for over 30 years. He is a founding member of the Silicon Valley Chapter of BetterInvesting and has served as an officer for the chapter for 20 years. He has also consulted for ICLUBcentral, a provider of tools to investment clubs and individual investors, for the past 11 years. He writes a column for BetterInvesting magazine concentrating on investment club accounting and operation issues. He recently retired from teaching and is spending more time as a volunteer for BetterInvesting, an expanded role at ICLUBcentral and enjoying his art collection.

How to Attend:

Due to COVID-19, meetings are webcast. Please see below to register on EventBrite, and then join remotely online via Zoom. You must pre-register on EventBrite: To attend by web:
  • Zoom meeting instructions will be emailed to all registered participants.
Please join our AAII Silicon Valley Meetup group to be notified of all upcoming events! Hope to "see" you at our next event!