Introducing a ***New*** Special Interest Group
Financial Planning Discussion Group,
Moderated by Fred Smith
fred.svaaii@gmail.com

This discussion group inspired by well received Financial Planning Workshops presented by Fred Smith. Fred presented 9 Financial Workshop series during October 2015 through May 2016 at Silicon Valley AAII Local Chapter. Fred also presented the same series twice, in more detail at Los Altos Library.

These meetings feature informal discussions on a broad range of financial planning topics including investing, taxes, retirement planning, and more. We meet on the second Wednesday of each month from September thru June.
AAII Financial Planning Discussion Group: 2019-20 Season Calendar


Webcasting (Audio only) this meeting on ZOOM

Here's a bit more background and information on the Zoom part of the meeting...

  • This will be an audio only session. (We may put a slide up on the screen or some such.)
  • We'll be using an area mic to capture the discussion in the room
  • We'll ask remote folks to mute themselves
  • The session will NOT be recorded
  • We'll use the same link to zoom for all meetings
  • If you have any questions feel free to email us and we'll be happy to work with you!



Sept 11th, 2019: Fred will use these PDF documents to initiate the discussion.


June 12th, 2019: Fred will use this PDF document Philanthropy Space and
Planning Charitable Contributions
to initiate the discussion.
click to view/download ZOOM Meeting recording of Planning Charitable Contributions

May 8th, 2019: Fred will use this PDF document ** (Estate Planning) in Financial Planning** to initiate the discussion.
click to view/download ZOOM Meeting recording of Estate Planning

April 10, 2019: Fred will use this PDF document ** Social Security and MediCare ** to initiate the discussion.
click to view/download ZOOM Meeting recording of Social Security and Medicare

March 9th, 2019: Fred will use this PDF document ** (Risk Management The Role of Insurance) in Financial Planning** to initiate the discussion.


Feb 13th, 2019: Fred will use this PDF document ** Notes On Taxes ** to initiate the discussion.

Jan 9th, 2019: Fred will use this PDF document ** Retirement Plan - II in Financial Planning** to initiate the discussion.

Dec 12th, 2018: Fred will use these PDF and Excell documents to initiate Retirement Plan - I discussion.
Nov 14th, 2018: Fred will use this PDF document ** (Investing ... II : "Can you beat the market? Efficient Market Hypothesis") in Financial Planning** to initiate the discussion.

Oct 10th, 2018: Fred will use this PDF document ** (Investing ... I : "Process, Modern Portfolio Theory, Diversified portfolio") in Financial Planning** to initiate the discussion.





Computerized-Mechanical Investing Group

Bill Paseman

aaii@paseman.com

Don Maurer

DonWM@comcast.net

The CIMI group discusses and presents ideas on how to use computers in investing focusing on rules, algorithms, programs and computerized investing tools of various flavors. Meetings are on the first Thursday of each month.
See Computerized Investing, AAII-SV-CI-MI-Group, a Yahoo Group, for further details.

All previous meeting files are available at : DropBox Location

Webcasting this meeting on ZOOM



Investing Discussion Group

Lynn Gillette and Valerie Fitch

aaiichapter_siliconvalley@yahoo.com

These meetings are a way to discuss investment ideas in a relaxed, small group setting. Meetings are on the fourth Monday of each month (except December).

Webcasting (Audio only) this meeting on ZOOM



All SIG groups meet at 6:30pm at Holders Country Inn, 998 S. DeAnza Blvd., San Jose, where you can order dinner. Phone: 408-244-2798.
Admission is free. Map to : Holders Country Inn

You can sign up for upcoming meetings or view past meetings at AAII-Silicon-Valley-Meetup