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2018 Presentation Information

For Earlier Presentations Go To:

Archives


Saturday, Oct 13th, 2018 Tax Reform From 30,000 Feet

Alan Pinck will present a review of the changes in store for individual taxpayers for their 2018 tax filings due next April. Based on the 2017 Federal Tax Law changes, this will include changes that affect Affordable Care Act provisions and supplemental Medicare taxes. The new standard deduction and its effect on itemized deductions will be discussed, as well as what can and can no longer be deducted. Pinck will also explain the new federal business tax as it applies to sole proprietors and other small businesses. He will also touch on the lack of conformity between California tax provisions and federal tax laws adopted in 2017. He previously presented for us in 2014 and 2016.

You Will Learn:

  1. What the new 2018 federal tax law changes are
  2. About any 2018 California tax updates
  3. How this will affect taxpayers

Discussed by:
Alan Pinck , Enrolled Agent and Owner, A. Pinck & Associates



Alan, Pinck is an enrolled agent with over 25 years of tax preparation experience in the San Francisco Bay Area. Pinck has built a practice specializing in individual, small business tax preparation and audit representation. He is currently chair of the NAEA Education Committee. Pinck is the moderator of Tax Talk Today and is a nationally recognized presenter at NTPI events, CSEA Super Seminar, Spidell Publishing Seminars as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Pinck has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues. His real-world approach and stories bring his sessions to life. www.APinckTax.com


Meeting Details:

  • Date:
  • Saturday, Oct 13th, 2018
  • Location:
  • Shoup Park Garden House
  • 400 University Avenue
  • Los Altos, CA 94022
8:30 A.M. Registration / Social / Book Swap
  • 8:30 A.M : Chapter announcements
  • 9:00 A.M : Presentation Starts
  • 10:15 A.M : Break
  • 10:30 A.M : Presentation Resumes
  • 11:30 A.M : Q&A

  • FEES: In Advance, Postmarked by Oct 8th, 2018: $20/person
    Online by Oct 11th, 2018: $20/person
    At the Door (space permitting): $25/person
    Persons under 25 (with ID), Free
    Non-Members Are Welcome
    No Refunds

  • Downloads and Links



    Saturday, Sept 8th, 2018 Robo-Advisors and Stock Screening

    Robo-Advisors Presentation.

    Online advisory services, or roboadvisers, are a new phenomenon in today’s investing world. With their growing capacity, services and assets under management, it’s important to understand not only what they are but how they work. Many robo-services are attempting to cater to individual investors, but are they better than human advisers? If you are considering a robo-advisory service, there are several important elements to look for before handing your money over. While many of the services are intriguing, Jaclyn Mcclellan, associate financial analyst at AAII, will also show how you might get better returns on your own than by using a robo-service.

    You Will Learn:

    1. What robo-advisers are, along with their benefits and caveats
    2. Which value and growth strategies have had the best performance in AAII’s 15-year-plus study of over 50 strategies
    3. How to identify good investment prospects using value and growth screening strategies

    Finding A stock Winner: First step screening.

    While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. Jaclyn Mcclellan will show how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. She will walk through the process of developing and implementing both a value and a growth screen using AAII’s Stock Investor Pro fundamental stock screening and research database program.

    You Will Learn:

    1. How to develop a screening strategy that fits with your horizon, risk tolerance, analytical skills and time
    2. Which value and growth strategies have had the best performance in AAII’s 15-year-plus study of over 50 strategies
    3. How to identify good investment prospects using value and growth screening strategies

    Discussed by:
    Jaclyn McClellan , Associate Financial Analyst, AAII; Product Manager, AAII Dividend Investing



    Jaclyn, McClellan is the associate financial analyst at AAII and is product manager of AAII Dividend Investing. She contributes articles and reviews to Computerized Investing and writes for the AAII Journal. Mcclellan also serves on the advisory committee for the Stock Superstars Report. She analyzes the fund data and writes the commentary for the Top Mutual Funds Guide, the eTF Guide and the Quarterly low-load Mutual Fund Update. Mcclellan is an honors graduate from DePaul University with a bachelor of science in business with a major in finance.


    Meeting Details:

    • Date:
    • Saturday, Sept 8th, 2018
    • Location:
    • Shoup Park Garden House
    • 400 University Avenue
    • Los Altos, CA 94022
    8:30 A.M. Registration / Social / Book Swap
    • 8:30 A.M : Chapter announcements
    • 9:00 A.M : Part 1 of talk
    • 10:15 A.M : Break
    • 10:30 A.M : Part 2 of talk
    • 11:30 A.M : Q&A

    • FEES: In Advance, Online by Sept 8th, 2018: $20/person
      At the Door (space permitting): $25/person
      Persons under 25 (with ID), Free
      Non-Members Are Welcome
      No Refunds

  • Downloads and Links



    Saturday, June 9th, 2018 PRACTICAL ASSET ALLOCATION TOOLS & STRATEGIES FOR EVERYDAY INVESTORS (WEBCAST)

    Tyler, the author of PortfolioCharts.com, will discuss evidence-based methods to invest like a pro using sophisticated but low-key index investing strategies.
    Topics will include how to evaluate the claims of portfolio experts pitching competing ideas, how to account for uncertainty in your financial planning, and how to create an asset allocation that effectively manages risk.
    Whether you’re a beginner looking for guidance or an expert interested in unique portfolio modeling tools, there should be useful information for all types of investors in this presentation!

    You Will Learn:

    1. How to use historical data to make good investing decisions while avoiding common pitfalls
    2. Simple but counterintuitive asset allocation concepts to improve risk-adjusted returns
    3. Actionable steps to build a low-maintenance portfolio to support your important life goals

    Discussed by:
    Tyler , Author, PortfolioCharts.com



    Tyler, is a mechanical engineer with a deep personal interest in investing, a passion for good data and some nifty Excel skills he’s picked up over the years.
    Tyler also has a creative product design pedigree, a sensitivity for when statistics become unapproachable and a knack for explaining complex ideas in understandable terms.
    Mix that all together and you get PortfolioCharts.com, a free online resource created to communicate modern investing concepts via intuitive visuals and real-world examples that look beyond the raw numbers.



    We're trying something new...



    Our June speaker, Tyler, will be presenting live from Texas via webcast. Not to worry -- you'll still have full capability to interact with Tyler.

    • Tyler will be live and presenting in real-time
    • We'll have copies of Tyler's slides available for download and Tyler will control the flow of his presentation from Texas
    • You'll be able to interact with Tyler, ask questions, etc.via the chat box

    So why are we doing this??

    • Sadly, it's just a fact of life that many firms/speakers don't have the time or budget to fly cross-country to present to a (relatively) small crowd.
    • Also, the chapter has a (very) limited speaker travel budget --- i.e., the revenue we receive from your tickets!! --- to bring speakers in.
    • End result: Having remote-speaker capability will allow the chapter to offer more nationally known firms and speakers.

    So come join Tyler as we usher in a new era for the chapter!!



    Webinar Details:

    • Date:
    • Saturday, June 9th, 2018
    • 8:30 A.M : Chapter announcements
    • 9:00 A.M : Part 1 of talk
    • 10:15 A.M : Break
    • 10:30 A.M : Part 2 of talk
    • 11:30 A.M : Q&A

    • FEES: In Advance, Online by June 8th, 2018: $10/person

      Non-Members Are Welcome
      No Refunds

    More Information

    Downloads and Links



    Saturday, May 12th, 2018 Two_Event: 1)INCOME INVESTING: A PERSONAL JOURNEY,
    2) TWO LEADING INDICATORS THAT PREDICT RECESSIONS & THE STOCK MARKET CRASH THAT FOLLOWS

    1) INCOME INVESTING: A PERSONAL JOURNEY

    Join us in a sharp departure from traditional investing to learn about investing for a steady income stream. Andy Prophet will walk through common tools and techniques used by income investors to build and manage a portfolio. Since most AAII members are self-directed investors near or at retirement, learning how to set up a portfolio, minimize risk and grow income can be critical to a comfortable retirement.

    You Will Learn:

    1. How to set realistic goals
    2. About income vehicles such as dividend stocks.
    3. How to manage a portfolio

    Discussed by:
    Andy Prophet , Long-Time AAII Member & Income SIG Leader, AAII Portland Chapter



    Andy Prophet, is longtime student of investing, a retiree and a member of AAII for over 28 years. He previously was a member of our chapter board and presented and organized income investing programs for our chapter. To help, he draws on his management experience in business and engineering to construct a plan.


    2) TWO LEADING INDICATORS THAT PREDICT RECESSIONS & THE STOCK MARKET CRASH THAT FOLLOWS

    Delta Investment Management is a San Francisco-based registered investment advisory firm specializing in quantitative market timing programs to avoid major stock market declines and to participate in bull markets, focusing on simple, robust quantitative measures indicating when risk is elevated and equity exposures should be reduced.

    You Will Learn:

    1. How to reliably identify in advance an elevated risk for a sustained bear market
    2. The tools necessary to apply a systematic trading system to your portfolio
    3. How to interpret and use the Delta Market Sentiment Indicator (MSI)

    Discussed by:
    Andrew Houghton , Partner, Delta Investment Management, LLC



    Andrew Houghton,Andrew Houghton is a founding principal of Delta Investment Management LLC. Prior to founding Delta, Houghton was a partner and portfolio manager of Delta Force Capital, a quantitative hedge fund from 2006 until April 2009. Houghton is co-author of “Win By Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk” (McGraw-Hill, 2013).


    Meeting Details:

    • Date:
    • Saturday, May 12th, 2018
    • Location:
    • JUBILEE CHRISTIAN CENTER - ADMINISTRATION
    • 175 Nortech Parkway
    • San Jose, CA 95134
    8:30 A.M. Registration / Social / Book Swap
    • 8:35 A.M : Chapter announcements
    • 9:00 A.M : Presentation
    • 10:15 A.M : Break
    • 10:30 A.M : Presentation
    • 11:30 A.M : Q&A
    • An investment book will be raffled off during the meeting.

    • Price In Advance (postmarked by May 7th, 2018 or OnLine by May 10th, 2018): $20/person
      Price At The Door (space permitting): $25/person
      Non-Members Are Welcome
      No Refunds
      Students under 25 free;
      Must provide proof of age at Registration Desk. Pre-Registration not required.

    More Information

    • Visit our book swap table before the meeting; bring a book, take a book!
    • Meeting Location Changed to JUBILEE CHRISTIAN CENTER,
      175 Nortech Parkway, San Jose, CA 95134
    • Driving Directions to JUBILEE CHRISTIAN CENTER - ADMINISTRATION
    • No refreshments provided.

    Downloads and Links



    Saturday, April 14th, 2018 Two_Event: 1) 1) THE FIVE PILLARS OF FINANCIAL PLANNING,
    2) BUILDING AND MANAGING A DIVERSIFIED PORTFOLIO

    1) THE FIVE PILLARS OF FINANCIAL PLANNING

    The five pillars of financial planning consist of investing, retirement planning, taxes, insurance and estate planning. Fred Smith will explore each of these areas in turn, and offer insights to help you achieve your long-term financial goals. If you need additional help, Smith will provide guidance on hiring a professional planner.

    You Will Learn:

    1. An overview of the five significant fields of financial planning
    2. Practical insights to use in your personal finances.
    3. How and where to get help if you need it

    Discussed by:
    Fred Smith , Registered Investment Adviser & Board Member, AAII Silicon Valley Chapter



    Fred Smith,,is a longterm board member of the Silicon Valley Chapter of AAII. He retired in 2006 from a career in the semiconductor industry to run his financial planning practice for 10 years. Currently, he leads an informal monthly discussion group on a broad range of financial topics.


    2) BUILDING AND MANAGING A DIVERSIFIED PORTFOLIO

    Using historical data, Craig Israelsen will examine the growth and loss potential of various portfolios during the build-up phase (prior to retirement) and the drawdown phase (post-retirement). The impact of rebalancing is evaluated over multiple time periods. Israelsen specifically will examine the use of “alternative asset classes” in portfolio design. The 7Twelve Portfolio, a multi-asset balanced model, will be introduced.

    You Will Learn:

    1. The historical returns of major asset classes over the past 48 years
    2. Strategies for portfolio rebalancing preand post-retirement
    3. The value of “alternative” assets in a portfolio in comparison to single-asset investments or the standard 60/40 portfolio

    Discussed by:
    Craig Israelsen , Ph.D. Founder, 7Twelve Portfolio



    Craig Israelsen,,Ph.D., spent 25 years teaching family finance at the university level (14 years at the University of Missouri-Columbia and nine years at Brigham Young University). He now teaches at Utah Valley University. Israelsen writes monthly for Financial Planning magazine and is the designer of the 7Twelve Portfolio (www.7TwelvePortfolio.com). His research has been cited in a variety of financial magazines.


    Meeting Details:

    • Date:
    • Saturday, April 14th, 2018
    • Location:
    • JUBILEE CHRISTIAN CENTER - ADMINISTRATION
    • 175 Nortech Parkway
    • San Jose, CA 95134
    8:30 A.M. Registration / Social / Book Swap
    • 8:35 A.M : Chapter announcements
    • 9:00 A.M : Presentation
    • 10:15 A.M : Break
    • 10:30 A.M : Presentation
    • 11:30 A.M : Q&A
    • An investment book will be raffled off during the meeting.

    • Price In Advance (postmarked by April 9th, 2018 or OnLine by April 12th, 2018): $20/person
      Price At The Door (space permitting): $25/person
      Non-Members Are Welcome
      No Refunds
      Students under 25 free;
      Must provide proof of age at Registration Desk. Pre-Registration not required.

    More Information

    • Visit our book swap table before the meeting; bring a book, take a book!
    • Meeting Location Changed to JUBILEE CHRISTIAN CENTER,
      175 Nortech Parkway, San Jose, CA 95134
    • Driving Directions to JUBILEE CHRISTIAN CENTER - ADMINISTRATION
    • No refreshments provided.

    Downloads and Links



    Saturday, Mar 10th, 2018 Two_Event: 1) IDENTITY THEFT: UNDERSTANDING THE THREATS AND STAYING SAFE
    2) HOW TO INVEST SUCCESSFULLY WITHOUT A CRYSTAL BALL

    1) IDENTITY THEFT: UNDERSTANDING THE THREATS AND STAYING SAFE

    Each day, you manage your personal world through an intelligent network of computers and connected devices. But are you aware of the threats lurking on the internet and how you can keep your identity, money, family, business and private information secure? This presentation will provide practical advice on identity theft and how to create safeguards that protect your personal and professional life.

    You Will Learn:

    1. Trends in our connected digital world
    2. Threats to your identity in today’s cyber landscape.
    3. Practical approaches to keeping your identity safe

    Discussed by:
    Judy Chow , Director of Product Management, Symantec Corporation



    Judy Chow,,serves as director of product management in the Norton Business unit at Symantec Corporation. She has led complex strategy and transformation changes in high-tech Fortune 500 companies over the past 19 years. Chow speaks on topics of transformation, cloud, software and security.


    HOW TO INVEST SUCCESSFULLY WITHOUT A CRYSTAL BALL

    Janet Brown will help you take your investing to the next level with strategies and insights that have helped thousands of investors take control of their financial futures. She’ll offer ideas on where to invest now and what to do when markets change. She’ll share secrets to long-term investment success that many people overlook.

    You Will Learn:

    1. What you need to know about active vs. passive investing
    2. How to select funds that are in favor now and fixed-income opportunities when rates rise
    3. New ways to make money and make a difference

    Discussed by:
    Janet Brown , President, FundX Investment Group



    Janet Brown,,is president of FundX Investment Group, which pioneered the use of noload mutual funds and ETFs to professionally manage large portfolios. She has developed opportunistic strategies over four decades of industry change. Brown is a longtime advocate for sustainable responsible impact investing (SRI), and she has been using SRI funds and ETFs to manage client accounts for nearly 20 years.


    Meeting Details:

    • Date:
    • Saturday, March 10th, 2018
    • Location:
    • JUBILEE CHRISTIAN CENTER - ADMINISTRATION
    • 175 Nortech Parkway
    • San Jose, CA 95134
    8:30 A.M. Registration / Social / Book Swap
    • 8:55 A.M : Chapter announcements
    • 9:00 A.M : Presentation
    • 10:15 A.M : Break
    • 10:30 A.M : Presentation
    • 11:45 A.M : Q&A
    • An investment book will be raffled off during the meeting.

    • Price In Advance (postmarked by Mar 5th, 2018 or OnLine by Mar 9th, 2018): $20/person
      Price At The Door (space permitting): $25/person
      Non-Members Are Welcome
      No Refunds
      Students under 25 free;
      Must provide proof of age at Registration Desk. Pre-Registration not required.

    • ONLINE REGISTRATION (starts on Feb 10th, 11:30 AM)

    More Information

    • Visit our book swap table before the meeting; bring a book, take a book!
    • Meeting Location Changed to JUBILEE CHRISTIAN CENTER,
      175 Nortech Parkway, San Jose, CA 95134
    • Driving Directions to JUBILEE CHRISTIAN CENTER - ADMINISTRATION
    • No refreshments provided.

    Downloads and Links



    Saturday, Feb 10th, 2018 MARKET REVIEW, THEMATIC INVESTING, BITCOIN AND FED/POLICY UPDATE

    Bill Jump will review markets, Fed and policy in 2017 and what that says about expected results for the 2018 markets. He will discuss researching investment approaches to market themes and trends such as disaster recovery, artificial intelligence (AI), Internet of Things (IoT), telecommunication advances in 5G, autonomous driving and eVehicles, which will also be reviewed. And what is the fuss about bitcoin—is it an opportunity or a trap?

    You Will Learn:

    1. About the 2017 market in review and what it says about 2018
    2. How to research thematic investing—disaster recovery, AI, IoT, 5G, autonomous driving, eVehicle, etc.
    3. Fed/Policy update and how it affects portfolios

    Discussed by:
    Bill Jump ,Board Member, AAII Silicon Valley Chapter



    Bill Jump,,retired from IBM as an executive project manager after a 48-year career. He is a graduate of UC Berkeley in electrical engineering and has a master’s certificate in project management from George Washington University. Jump is a lifetime member of AAII and serves on the board of the AAII Silicon Valley Chapter.


    Meeting Details:

    • Date:
    • Saturday, Feb 10th, 2018
    • Location:
    • JUBILEE CHRISTIAN CENTER - ADMINISTRATION
    • 175 Nortech Parkway
    • San Jose, CA 95134
    8:30 A.M. Registration / Social / Book Swap
    • 8:55 A.M : Chapter announcements
    • 9:00 A.M : Presentation
    • 10:15 A.M : Break
    • 11:30 A.M : Q&A
    • An investment book will be raffled off during the meeting.

    • Price In Advance (postmarked by Feb 5th, 2018 or OnLine by Feb 9th, 2018): $20/person
      Price At The Door (space permitting): $25/person
      Non-Members Are Welcome
      No Refunds
      Students under 25 free;
      Must provide proof of age at Registration Desk. Pre-Registration not required.

    More Information

    • Visit our book swap table before the meeting; bring a book, take a book!
    • Meeting Location Changed to JUBILEE CHRISTIAN CENTER,
      175 Nortech Parkway, San Jose, CA 95134
    • Driving Directions to JUBILEE CHRISTIAN CENTER - ADMINISTRATION
    • No refreshments provided.

    Downloads and Links



    Saturday, Jan 13th, 2018 PORTFOLIO VISUALIZER:
    FINANCIAL MODELING AND ANALYSIS TOOLS FOR THE INDIVIDUAL INVESTOR

    This presentation will provide a brief theoretical background on different areas of financial modeling and focus on how individual investors can use the available online tools for investment and portfolio analysis, in particular Portfolio Visualizer. The use of the Portfolio Visualizer website is free. This presentation will assist you in using this free website.

    You Will Learn:

    1. How to compare asset allocations and analyze historical portfolio performance
    2. How backtesting and modeling can contribute to your investment success
    3. The benefits of factor analysis, asset correlation and Monte Carlo simulation in investment strategies

    Discussed by:
    Tuomo Lampinen ,Founder, Silicon Cloud Technologies LLC



    Tuomo Lampinen,,is a software entrepreneur and an independent researcher focusing on quantitative investing and financial modeling. He’s the founder of Silicon Cloud Technologies LLC and the author of Portfolio Visualizer, an online platform for quantitative investment analysis tools.
    Prior to starting Silicon Cloud Technologies, Lampinen was the co-founder and CTO of Consilience Software Inc., a case management software company, which was acquired by Xerox in 2014.
    Lampinen received his master’s in computer science from Helsinki University of Technology.


    Meeting Details:

    • Date:
    • Saturday, Jan 13th, 2018
    • Location:
    • JUBILEE CHRISTIAN CENTER - ADMINISTRATION
    • 175 Nortech Parkway
    • San Jose, CA 95134
    8:30 A.M. Registration / Social / Book Swap
    • 8:55 A.M : Chapter announcements
    • 9:00 A.M : Presentation
    • 10:15 A.M : Break
    • 11:30 A.M : Q&A
    • An investment book will be raffled off during the meeting.

    • Price In Advance (postmarked by Jan 8th, 2018 or OnLine by Jan 12th, 2017): $20/person
      Price At The Door (space permitting): $25/person
      Non-Members Are Welcome
      No Refunds
      Students under 25 free;
      Must provide proof of age at Registration Desk. Pre-Registration not required.
    • ONLINE REGISTRATION (starts on Dec 1st, 11:30 AM)

    More Information

    • Visit our book swap table before the meeting; bring a book, take a book!
    • Meeting Location Changed to JUBILEE CHRISTIAN CENTER,
      175 Nortech Parkway, San Jose, CA 95134
    • Driving Directions to JUBILEE CHRISTIAN CENTER - ADMINISTRATION
    • No refreshments provided.

    Downloads and Links





    We Moved to New Venue!!

    We'd thought we'd give you a look ahead at where we'll be hosting our events come this fall. A pictorial overview is given below. Let us know if you have any questions -- we'll be happy to answer them!



    Starting in the fall, we'll be holding our events at the Jubilee Administration Building at 175 Nortech Pkwy, San Jose, CA 95134.



    From Mid-Peninsula,
    headed South on 101, you take 237 to the First Street exit and head north.



    Here's a close up of 237 and 1st Street.
    You'll exit 237 and head north.
    The first major road will be Nortech PkWy. -- take a right.
    The Administration Building is the last building on the block.



    There is plenty of parking at the building.
    As you enter the side entrance you'll be greeted at our registration desk.



    We have a covered entrance from the parking lot.
    As you enter you'll see our event room.
    The event room features a raised stage, dual screens and projectors, classroom seating, Wi-Fi and an integrated/professional sound system.



    And now for some more good news...


    TICKETS -- WE'VE LOWERED OUR PRICES!!

    You'll notice that we've lowered our pricing so early registration is $20 and late registratioin is $25. If you are a 4Ever ticket holder or hold a Guest Pass we ask you to register by mailing your 4Ever ticket or Guest Pass in with the registration form. (If you don't pre-register you can still bring your 4Ever ticket or event pass to the registration table -- but you're subject to space availability restrictions.)

    Being a non-profit we also accept donations. Our only source of income for the Chapter is these events. From that income we provide events, workshops and a variety of sub-group meetings. FYI, Chapter Board members are volunteers and we get no income from any speaker or organization. Any donation amount is welcome!