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2016 - 2017 Presentation Information


Saturday, Nov 11th, 2017 TAX REFORM IN 2017?
PLANNING AHEAD

Reform or not, consideration of year-end, year-round tax planning is always on the agenda. For those in high-tax states, the stakes are even higher! Don’t face another tax filing season without this on-point review of law, form and regulatory changes.

You Will Learn:

  1. 2017 federal tax law changes
  2. Key ideas for year-round tax planning
  3. About state of California tax and administrative changes

Discussed by:
Claudia Hill ,Principal, TaxMam, Inc.



Claudia Hill,,is an enrolled agent, nationally recognized tax professional and frequent lecturer on taxation of individuals and representation before IRS. She is editor-in-chief of the WoltersKluwer (formerly CCH) Journal of Tax Practice & Procedure. Hill is also co-author of CCH Expert Treatise Tax Practice & Procedure, a founding partner of Tax Genius Learning and a frequent presenter for both audio and in-person CPE seminars nationwide. Hill coordinates a “dream team of tax controversy advisers” for the IRS Watch blog on Forbes.com (blogs.forbes.com/irswatch). She was named a Top Ten Nominee by Tax Analysts as 2011 Person of the Year.


Meeting Details:

  • Date:
  • Saturday, Nov 11th, 2017
  • 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 Nov 6th, 2017 or OnLine by Nov 8th, 2017): $20/person
    Late Registration (OnLine by Nov 10th, 2017): $25/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 Oct 7th, 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, Oct 7th, 2017 ADAPTIVE ASSET ALLOCATION: DYNAMIC GLOBAL PORTFOLIOS TO PROFIT IN GOOD TIMES AND BAD

Adam Butler will discuss two topics in this doubleheader event focused on bleeding edge advances in asset allocation. In the first session, he will discuss how to create the most optimal global portfolio without having to guess at returns. In the second session, he will show you how to integrate robust multi-asset factor/“smart beta” research with advanced portfolio optimization to create adaptive global portfolios to profit in most market conditions—including market crashes. If you’re interested in moving beyond security selection to learn how smart global asset allocation can produce sustainable growth, this talk is for you.

You Will Learn:

  1. Why the greatest opportunity for outperformance lies in asset allocation, NOT security selection
  2. How to create the maximally diversified global “Risk Parity” portfolio
  3. The steps you can follow now to amplify returns and lower risk in good markets and bad with ETFs

Discussed by:
Adam Butler ,Co-Founder and Chief Investment Officer, ReSolve Asset Management



Adam Butler, CFA, CAIA,,is co-founder and chief investment officer of ReSolve Asset Management. ReSolve manages funds and accounts in Canada, the United States and internationally, including the ReSolve Online Adviser. The firm employs quantitative methods in the management of three multi-asset factor strategies including adaptive asset allocation and global risk parity strategies. Butler has 14 years of experience in investment management, including 11 years as a portfolio manager. He is lead author of the book “Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – And Bad” (Wiley, 2016), and many investment related articles and white papers.


Meeting Details:

  • Date:
  • Saturday, Oct 7th, 2017
  • 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 Oct 2th, 2017 or OnLine by Oct 4th, 2017): $20/person
    Late Registration (OnLine by Oct 7th, 2017): $25/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, Sep 9th, 2017 Introduction to Estate Planning

During this presentation, Rebecca Renzas and Naomita Yadav will discuss estate planning and trust administration basics, including why estate planning is necessary, how best to plan, current tax laws and mistakes to avoid.

You Will Learn:

  1. Basic components of an estate plan
  2. Current tax laws and strategies
  3. How to avoid planning and administration mistakes

Discussed by:
Rebecca Renzas ,Partner, Anderson Yazdi Hwang Minton and Horn

Naomita Yadav ,Associate, Anderson Yazdi Hwang Minton + Horn


Rebecca Renzas, partner at Anderson Yazdi Hwang Minton + Horn will be presenting with Naomita Yadav, associate at Anderson Yazdi Hwang Minton + Horn. Rebecca and Naomita are estate and tax planning attorneys who advise individuals and families in the development of sophisticated estate planning and wealth transfer strategies. These include the creation of revocable trusts, closely held entities, charitable trusts, split-interest trusts, dynasty trusts and private foundations. They also counsel corporate fiduciaries, trustees and beneficiaries on trust administration and probate matters.


Meeting Details:

  • Date:
  • Saturday, Sep 9th, 2017
  • 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
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Sep 5th, 2017 or OnLine by Sep 7th, 2017): $20/person
    Late Registration (OnLine by Sep 9th, 2017): $25/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, May 13th, 2017
Two Topics: 1) STOCK PICKING TIPS AND COMMON PITFALLS TO AVOID,
2) TACTICAL SEASONAL SECTOR ROTATION & STOCK TRADING STRATEGIES

1) STOCK PICKING TIPS AND COMMON PITFALLS TO AVOID

Ian Gendler is the director of research at Value Line, whose research department comprises more than 70 analysts, economists and quantitative experts that specialize in recommending individual equities that have the potential to outperform the broader market. This presentation will focus on Value Line’s strategy for recommending stocks and, just as importantly, help investors avoid common mistakes that often lead to losses. The presentation will also include stock highlights and recommendations.

You Will Learn:

  1. How Value Line analyzes stocks, and which metrics are most important
  2. What to look for so that investors avoid picking the wrong stocks
  3. How to build and maintain a winning portfolio

Discussed by: Ian Gendler ,Executive Director of Research, Value Line Inc.


Ian Gendler supervises Value Line’s research department, which consists of 70+ analysts, economists and statisticians. He also oversees the creation of Value Line’s print and digital products. He has held this position since May 2012 and has been with Value Line since December 2004. Gendler specializes in tracking aerospace/defense stocks, as well as initiating coverage on equities in a wide range of sectors. He has extensive experience in speaking to the public, both to individual investors and financial professionals. This includes webinars, radio broadcasts, in-person lectures and seminars. Gendler graduated with a degree in finance and a minor in history from the University of Massachusetts at Amherst.


2) TACTICAL SEASONALSECTOR ROTATION & STOCK TRADING STRATEGIES

Learn the ins and outs of Jeffrey Hirsch’s “Best Six Months” switching strategy. He does sell some things in May, but he doesn’t go away. Hirsch will also teach many other seasonal indicators, patterns and strategies, including the four-year election cycle and his tactical seasonal sector rotation strategy. Hirsch will update his 2017 market outlook as well as current seasonal and cyclical investing opportunities in highly correlated ETFs and his current top-ranked small-, midand large-cap stocks. He will explain in clear language all there is to know about market seasonality and how he rotates in and out of sectors with the highest probability for maximum returns using fundamental and technical analysis in conjunction with seasonal and cyclical trading strategies, economic trends and historical patterns.

You Will Learn:

  1. What we have learned over the past 50 years
  2. How to deploy market seasonality in conjunction with fundamental and technical analysis
  3. Hirsch’s 2017 market outlook and strategies

Discussed by: Jeffrey A. Hirsch ,CEO, Hirsch Holdings; Editor-in-Chief, The Stock Trader’s Almanac


Jeffrey A. Hirsch is CEO of Hirsch Holdings and editor-in-chief of the Stock Trader’s Almanac and the Almanac Investor eNewsletter. He is also the author of “The Little Book of Stock Market Cycles” (Wiley, 2012) and “Super Boom: Why the Dow Will Hit 38,820 and How You Can Profit from It”(Wiley, 2011). A 27-year Wall Street veteran, he took over Hirsch Holdings from founder Yale Hirsch in 2001. He is a Yahoo Finance contributor, research consultant for Probabilities Fund Management LLC and regularly appears on CNBC, Bloomberg, Fox Business and many other financial media outlets.


Meeting Details:

  • Date:
  • Saturday, May 13th, 2017
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : First Presentation
  • 10:30 A.M : Second Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by May 08th, 2017 or OnLine by May 10th, 2017): $23/person
    Late Registration (OnLine by May 12th, 2017): $30/person
    Price At The Door (space permitting): $30/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 April 8th, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, April 08th, 2017
Two Topics: 1) Lessons learned from four decades of tracking advisers’ returns,
2) How to use contrarian insights to avoid making stupid mistakes

1) Lessons learned from four decades of tracking advisers’ returns

Mark Hulbert has been tracking investment advisers’ returns since 1980, and therefore has four decades’ worth of data on the real-world experience of hundreds of different strategies. In this presentation he will review the most important lessons that emerge from which of those strategies work and which do not.

You Will Learn:

  1. How many of the market beaters in one period proceed to beat it again in the next?
  2. What portion of investment performance is attributable to skill rather than luck?
  3. How valid is the assumption that things will work out if you hold onto equity investments for a long-enough period?

Discussed by: Mark Hulbert ,Founder, Hulbert Financial Digest


Mark Hulbert is a seasoned financial expert with over four decades of experience analyzing investments and market trends. He is adept at translating complex investment concepts into easy-to-understand conclusions—as a columnist, newsletter editor, frequent guest on TV and radio, and leader of investment seminars and workshops.
In 1980, Hulbert founded the Hulbert Financial Digest to objectively rate the performance of investment advisory newsletters. Since 2002, Hulbert has written a regular investment column for MarketWatch, as well as monthly columns for Barron’s and The Wall Street Journal. Since early 2016, Hulbert also has been writing a regular investment column for USA Today. Hulbert used to write for The New York Times; in the 1980s and 1990s he was a columnist for Forbes magazine.


2) How to use contrarian insights to avoid making stupid mistakes

There’s a behavioral reason why the average transaction we undertake is a losing one: We are tempted to buy when we should be selling, and vice versa. This is the core insight of contrarian analysis, of course. Mr. Hulbert will review a number of sentiment indexes he has constructed from his database of investment advisers’ recommendations and interpret what they’re now saying from a contrarian perspective.

Discussed by: Mark Hulbert ,Founder, Hulbert Financial Digest


Mark Hulbert is a seasoned financial expert with over four decades of experience analyzing investments and market trends. He is adept at translating complex investment concepts into easy-to-understand conclusions—as a columnist, newsletter editor, frequent guest on TV and radio, and leader of investment seminars and workshops.
In 1980, Hulbert founded the Hulbert Financial Digest to objectively rate the performance of investment advisory newsletters. Since 2002, Hulbert has written a regular investment column for MarketWatch, as well as monthly columns for Barron’s and The Wall Street Journal. Since early 2016, Hulbert also has been writing a regular investment column for USA Today. Hulbert used to write for The New York Times; in the 1980s and 1990s he was a columnist for Forbes magazine.


Meeting Details:

  • Date:
  • Saturday, April 08th, 2017
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : First Presentation
  • 10:30 A.M : Second Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by April 3rd, 2017 or OnLine by April 5th, 2017): $23/person
    Late Registration (OnLine by April 07th, 2017): $30/person
    Price At The Door (space permitting): $30/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 March 11th, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Mar 11th, 2017
USING BREADTH AND OTHER INDICATORS TO FORECAST THE STOCK MARKET

Tom McClellan has been editor of The McClellan Market Report since 1995, and is ranked among the best market timers according to Timer Digest. During this presentation, McClellan will share some of the tools he has employed and perfected over the years to help him know the market’s moves ahead of time, and also to recognize instances when the market is going off-track. He will also show why stock investors should be optimistic into 2018 but then worried about what comes after.

You Will Learn:

  1. What market breadth indicators are and which ones are important
  2. The real drivers of the movements of stock prices
  3. What the next 10 years may hold for stock investors

Discussed by: Tom McClellan,Editor, The McClellan Market Report


Tom McClellan is a 1982 graduate of the U.S. Military Academy at West Point. He served 11 years as an Army helicopter pilot before exiting that path to pursue a career as a stock market analyst.

He works with his father Sherman McClellan, who in 1969 co-created the McClellan Oscillator and McClellan Summation Index along with his late wife, and Tom’s mother, Marian McClellan.

McClellan has been recognized by Timer Digest as the #1 long-term stock market timer for 2011 and 2012, and as the #1 gold timer for 2015.


Meeting Details:

  • Date:
  • Saturday, Mar 11th, 2017
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Mar 6th, 2017 or OnLine by Mar 8th, 2017): $23/person
    Late Registration (OnLine by Mar 10th, 2017): $30/person
    Price At The Door (space permitting): $30/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 11th, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Feb 11th, 2017
Two Topics: 1) DUAL MOMENTUM INVESTING FOR MORE PROFIT WITH LESS RISK,
2) MOMENTUM STRATEGIES TO INCREASE RETURN AND REDUCE RISK

1) DUAL MOMENTUM INVESTING FOR MORE PROFIT WITH LESS RISK

Gary Antonacci will explain the origins and history of momentum investing. He will also show how relative strength momentum can enhance investment returns, while trend- following absolute momentum can dramatically decrease risk exposure

You Will Learn:

  1. To spot the best momentum investment opportunities in any market environment
  2. To protect yourself from bear market risk
  3. How to construct your own low-cost, rules-based dual momentum portfolio

Discussed by: Gary Antonacci,Author, “Dual Momentum Investing”


Gary Antonacci Gary Antonacci is author of the award-winning book “Dual Momentum Investing: An Innovative Strategy for Higher Returns With Lower Risk” (McGraw-Hill, 2014). In 2012, Antonacci was winner of the prestigious Wagner Award for Advances in Active Investment Management. He received his MBA from Harvard Business School.


2) MOMENTUM STRATEGIES TO INCREASE RETURN AND REDUCE RISK

Peter Lingane will compare the performance of dual momentum to that of the NoLoad FundX and SectorSurfer momentum strategies. He will also show that high-return Level3 portfolios can be less risky than conventional retirement portfolios.

You Will Learn:

  1. How the dual momentum strategy compares to the NoLoad FundX newsletter
  2. How a Level3 portfolio can provide more return and less risk than a more conventional portfolio
  3. Why it is prudent to base investment decisions on the recommendations of several algorithms

Discussed by: Peter Lingane, Principal, Financial Security by Design

Peter Lingane is an independent California-registered investment adviser who provides fee-only financial advice and brings his considerable analytical skills to both tax and investment issues. He is a self-described “recovering buy and hold investor.” He can be reached at www.lingane.com.


Meeting Details:

  • Date:
  • Saturday, Feb 11th, 2017
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : First Presentation
  • 10:30 A.M : Second Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Feb 6th, 2017 or OnLine by Feb 8th, 2017): $23/person
    Late Registration (OnLine by Feb 10th, 2017): $30/person
    Price At The Door (space permitting): $30/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 10th, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Jan 14th, 2017
Two Topics: 1) A REVIEW OF ASSET CLASS PERFORMANCE: ELECTION, FED AND OIL,
2) 2017 U.S. AND GLOBAL OUTLOOK: MARKETS AND THE ECONOMY

1) A REVIEW OF ASSET CLASS PERFORMANCE: ELECTION, FED AND OIL

A review of asset class performance leading up to the presidential election and following the election will be presented. A number of key factors are in play, including the election, Fed action on rates and OPEC infl uence on oil.

You Will Learn:

  1. About asset class performance since the Brexit vote to early January time frame
  2. The impact of the Fed’s December decision on rates
  3. The impact of the November OPEC meeting

Discussed by: Bill Jump,Serves on the Board of 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.


2) 2017 U.S. AND GLOBAL OUTLOOK: MARKETS AND THE ECONOMY

The economy and market continue to be quite uncertain and investors are grappling with how to develop the right investment strategy for their unique needs. This presentation is designed to provide context on how to construct an appropriate portfolio plan based on a person’s financial goals and objectives.

You Will Learn:

  1. What drives market volatility
  2. About interest rate policy and its impact on investment strategy
  3. How to develop a portfolio plan for 2017

Discussed by: Michael Yoshikami, Ph.D., CFP, is CEO and founder of Destination Wealth Management

Michael Yoshikami is CEO and founder of Destination Wealth Management, a San Francisco Bay wealth-management firm. As chairman of DWM’s Portfolio Strategy Committee, Yoshikami oversees the macro tactical asset allocation weightings for client portfolios and develops the economic viewpoints that guide portfolio strategy. He is author of “Your Money, Your Future.”


Meeting Details:

  • Date:
  • Saturday, Jan 14th, 2017
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : First Presentation
  • 10:30 A.M : Second Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Jan 9th, 2017 or OnLine by Jan 11th, 2017): $23/person
    Late Registration (OnLine by Jan 13th, 2017): $30/person
    Price At The Door (space permitting): $30/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 10th, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Dec 10th, 2016
2016 UPDATE FOR INDIVIDUAL TAXPAYERS

Alan Pinck will present a review of the items that will affect individual taxpayers in their 2016 filings. This will include any currently expired last-minute changes, which are or may be brought back. He will take a look at how the Affordable Care Act affects the investor, with the added Medicare tax. Pinck will also present a look into the crystal ball based on who won the election and give insight into what is currently on the IRS audit radar. His real-world approach and stories bring his sessions to life! Pinck last presented to us in 2014.

You Will Learn:

  1. About 2016 federal and California tax updates
  2. About current IRS audit triggers
  3. About potential tax changes, depending on who was elected

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


Alan Pinckt is an enrolled agent with over 25 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual and small business tax preparation and audit representation. He is currently chair of the NAEA Education Committee, a speaker at the NTPI events, CSEA Super Seminar, Oregon Society and California Society annual meetings, as well as numerous other presentations for tax groups and small business associations. Pinck presents on tax issues for the Silicon Valley Chapter of SCORE (Service Corps of Retired Executives) which is sponsored by the U.S. Small Business Administration. 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.


Meeting Details:

  • Date:
  • Saturday, Dec 10th, 2016
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Dec 5th, 2016 or OnLine by Dec 7th, 2016): $20/person
    Late Registration (OnLine by Nov 9th, 2016): $25/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!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Nov 12th, 2016
Two Topics: 1)INVESTING IN REITS,
2)COMPUTERIZED INVESTING: HOW TO VERIFY YOUR INVESTMENT STRATEGY

1) INVESTING IN REITS

There are hundreds of real estate investment trusts (REITs), and REIT mutual funds and ETFs. This presentation will discuss the structure of REITs; where you can find the resources needed to research them; and a variety of ways, from simple to more complex, to invest in REITs.

You Will Learn:

  1. About the history, development and structure of the REIT industry
  2. About free research resources on REIT stocks, mutual funds and ETFs
  3. Simple and complex ways to invest in REITs

Discussed by: Don Stewart, Investment Adviser and Longtime REIT Investor.


Don Stewart received his MBA from Carnegie Mellon, where his finance professor was Nobel Prize winner Merton Miller. He earned his CPA designation at Price Waterhouse. After working at Continental Telephone, ITT Europe, GE and Diversified Software, Stewart was co-founder and CFO of two Silicon Valley startups.


2) COMPUTERIZED INVESTING: HOW TO VERIFY YOUR INVESTMENT STRATEGY

This will be an introductory session on how you can use web-based tools to verify your investment strategy. Using mutual funds and ETFs, Al Zmyslowski will backtest various portfolios, check out asset allocation and correlation, use Monte Carlo simulation to find how long your portfolio can survive with a given withdrawal rate, and much more!

You Will Learn:

  1. How to use web-based tools to backtest your ETF or mutual fund portfolio
  2. How you can use Monte Carlo simulation to determine portfolio growth and survival rates
  3. How to determine your portfolio’s asset correlations

Discussed by: Al Zmyslowski, Computerized Investing Subgroup Chair, AAII Silicon Valley Chapter

Al Zmyslowski is an individual investor, a long-time member of AAII and leader of the Silicon Valley Chapter’s Computerized Investing group. He is particularly interested in using computerized investing systems that result in good performance, infrequent trading and a low expenditure of time.


Meeting Details:

  • Date:
  • Saturday, Nov 12th, 2016
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : First Presentation
  • 10:30 A.M : Second Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Nov 7th, 2016 or OnLine by Nov 9th, 2016): $20/person
    Late Registration (OnLine by Nov 11th, 2016): $25/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!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Oct 08, 2016
Two Topics: 1)CYBERSECURITY: UNDERSTANDING THE THREATS & STAYING SAFE,
2)PROFITABLE HIGH-DIVIDEND INVESTING IN TODAY’S MARKET

1) CYBERSECURITY: UNDERSTANDING THE THREATS & STAYING SAFE

Each day, you manage your personal world through an intelligent network of computers and connected devices This seminar will provide practical advice on how to protect yourself against cyber threats and how you can keep your identity, finances and private information secure.

You Will Learn:

  1. Trends in our connected digital world, such as smartphones and the Internet of Things
  2. Threats in our cyber landscape
  3. Practical and proactive approaches to staying secure

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.


2) PROFITABLE HIGH-DIVIDEND INVESTING IN TODAY’S MARKET

Harry Domash, known for his lively presentations, will describe low-risk preferred stocks, ETFs and other dividendpaying securities paying 6% to 7%. He will also give you his favorite picks in popular high-dividend categories such as real estate investment trusts (REITs), business development companies (BDCs) and master limited partnerships (MLPs).

You Will Learn:

  1. What’s working now and what isn’t
  2. How to find reasonably priced preferreds in this overheated market
  3. What fundamental factor actually drives share prices

Discussed by: Harry Domash, Publisher, DividendDetective.com and WinningInvesting.com

A seasoned analyst,Harry Domash is best known for his investing columns that have appeared regularly in newspapers, and on major financial websites. His bestselling stock analysis book “Fire Your Stock Analyst” (FT Press, 2009) has been translated into three languages. He conducts fundamental analysis workshops and is a frequent speaker at Money Show and AAII seminars.


Meeting Details:

  • Date:
  • Saturday, Oct 8th, 2016
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : First Presentation
  • 10:30 A.M : Second Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Oct 03rd, 2016 or OnLine by Oct 05th, 2016): $20/person
    Late Registration (OnLine by Oct 7th, 2016): $25/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!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Sep 10, 2016
Two Topics: 1)DISSECTING THE BOND MARKET,
2)COVERED CALL WRITING: A LOW-RISK STRATEGY TO GENERATE MONTHLY CASH FLOW

1) DISSECTING THE BOND MARKET

There are encouraging and terribly discouraging events taking place in the bond market. Plus, there are toxic malignancies that must be avoided. Cohen will discuss this in detail.

You Will Learn:

  1. Where value lies in bondland with specific investment recommendations
  2. What not to invest in
  3. Multiple solutions to bond challenges

Discussed by: Marilyn Cohen, Founder and CEO, Envision Capital Management, Inc.

Marilyn Cohen is one of the country’s top bond managers. She founded Envision Capital Management 21 years ago. The company specializes in managing bond portfolios for individuals


2) COVERED CALL WRITING: A LOW-RISK STRATEGY TO GENERATE MONTHLY CASH FLOW

The presentation is an easy-to-understand approach to mastering covered call writing. This is a strategy that combines both stock (buying) and option (selling) investing. It is geared to the average retail investor with the goal of taking control of your financial future by generating a monthly cash flow.

You Will Learn:

  1. How to use fundamental and technical analysis as well as common sense principles to select covered call stocks and options.
  2. How to use the Ellman Calculator
  3. How to use a series of exit strategies to mitigate losses and maximize gains

Discussed by: Alan Ellman, President of the Blue Collar Investor Corp.

Alan Ellman has authored five best-selling books on covered call writing; the latest is “Selling Cash-Secured Puts.” He has produced several DVD educational programs. Ellman is a frequent guest on financial forums and speaks nationally. He writes weekly for his blog as well as various financial publications in the U.S. and abroad.


Meeting Details:

  • Date:
  • Saturday, Sept 10th, 2016
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : First Presentation
  • 10:30 A.M : Second Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Sept 03, 2016 or OnLine by sept 07, 2016): $20/person
    Late Registration (OnLine by Sept 9, 2016): $25/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!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, June 11, 2016
Two Topics: 1)MORNINGSTAR’S BEST IDEAS FOR 2016 AND BEYOND,
2)7 KEYS TO A SUCCESSFUL RETIREMENT PORTFOLIO PLAN

1) MORNINGSTAR’S BEST IDEAS FOR 2016 AND BEYOND

Christine Benz will share Morningstar’s outlook for various parts of the stock market based on the firm’s equity analysts’ bottom-up research. She’ll also discuss the analysts’ best ideas across a swath of investment vehicles: individual stocks, mutual funds and exchange-traded funds. Finally, she’ll present model retirement portfolios consisting of the firm’s top-rated mutual funds and exchange-traded funds.

You Will Learn:

  1. Morningstar’s criteria and systems for rating stocks and funds
  2. Which parts of the equity market are attractively valued or overvalued
  3. Best ideas for retirement planning

Discussed by: Christine Benz, Director of Personal Finance, Morningstar

Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She contributes several articles and videos to the website each week, focusing primarily on retirement planning and investment portfolio strategies. She is the author of “30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances” (Wiley,2010). In addition, Benz is co-author of “Morningstar Guide to Mutual Funds: 5-Star Strategies for Success,” a national bestseller published in 2003, and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, Benz also served as Morningstar’s director of mutual fund analysis. She has worked as an analyst and editor at Morningstar since 1993.


2) 7 KEYS TO A SUCCESSFUL RETIREMENT PORTFOLIO PLAN

Given low yields and the ebbing away of pensions, retirement planning today is much more challenging than it was even 20 years ago. Christine Benz will discuss the keys to crafting a retirement portfolio that’s well-balanced, tax-efficient, and low-maintenance. She will also share some model portfolios populated with Morningstar’s high-conviction mutual fund and exchange-traded fund picks.

You Will Learn:

  1. How to construct an in-retirement portfolio that syncs up with your spending horizon.
  2. How to test your portfolio’s sustainability given your anticipated spending needs
  3. Which key asset classes belong in all retiree portfolios

Discussed by: Christine Benz, Director of Personal Finance, Morningstar

Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She contributes several articles and videos to the website each week, focusing primarily on retirement planning and investment portfolio strategies. She is the author of “30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances” (Wiley,2010). In addition, Benz is co-author of “Morningstar Guide to Mutual Funds: 5-Star Strategies for Success,” a national bestseller published in 2003, and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, Benz also served as Morningstar’s director of mutual fund analysis. She has worked as an analyst and editor at Morningstar since 1993.


Meeting Details:

  • Date:
  • Saturday, June 11, 2016
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : First Presentation
  • 10:30 A.M : Second Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by June 06, 2016 or OnLine by June 08, 2016): $20/person
    Late Registration (OnLine by June 10, 2016): $25/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!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, May 14, 2016
Two Topics: 1)Estate Planning,
2)Fraud and the Individual Investor

1) Estate Planning

This is the eighth and last in a series of financial planning workshops covering investing, retirement planning, Social Security claiming strategies and estate planning. This session will focus on the practical aspects of estate planning. These workshops assume no prior knowledge and are suitable for people in all stages of life.

You Will Learn:

  1. About your critical documents: will, trust, advance directive, power of attorney, etc.
  2. Practical considerations for an executor or trustee
  3. How to deal with your digital legacy: email, social media, photo files, etc.

Discussed by: Fred Smith, Registered Investment Adviser

Fred Smith is a longterm board member of the Silicon Valley Chapter of AAII. He retired in 2006 from the semiconductor industry, where he held various engineering and management positions. Smith is currently a registered investment adviser with a financial planning practice in Los Gatos.


2) Fraud and the Individual Investor

Erin Schneider will discuss some of the red flags of investment fraud and common scams, as well as review some recent enforcement cases. She will also cover the key questions you should ask before you invest and how to check out your investment adviser or professional.

You Will Learn:

  1. Investment fraud red flags to watch for.
  2. Key questions to ask before you invest
  3. How to check out your investment professional or adviser

Discussed by: Erin E. Schneider, Associate Regional Director for Enforcement, Securities and Exchange Commission


Erin E. Schneider began working in the SEC’s San Francisco offi ce in 2005 as a staff attorney and became an assistant regional director in 2012. Schneider oversees the San Francisco office’s enforcement efforts for northern California and the Pacific Northwest. Prior to joining the SEC, Schneider worked as a litigation associate in Washington D.C. and San Francisco.


Meeting Details:

  • Date:
  • Saturday, May 14, 2016
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Financial Planning Workshop
  • 10:30 A.M : Main Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by May 09, 2016 or OnLine by May 11, 2016): $20/person
    Late Registration (OnLine by May 13, 2016): $25/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!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, April 09, 2016
Two Topics: 1)SOCIAL SECURITY CLAIMING STRATEGIES,
2)PREDICTING MARKET TRENDS WITH BARRON’S

1) SOCIAL SECURITY CLAIMING STRATEGIES

This is the seventh in a series of interactive Financial Planning Workshops covering investing, retirement planning, safe withdrawal rates, estate planning and much more. This session will focus on Social Security claiming strategies. These workshops assume no prior knowledge, and are suitable for people of all stages of life.

You Will Learn:

  1. About full retirement age, early retirement and delayed retirement
  2. Simple strategies for singles
  3. Strategies for married couples, such as claiming partial benefits initially

Discussed by: Fred Smith, Registered Investment Adviser

Fred Smith is a longterm board member of the Silicon Valley Chapter of AAII. He retired in 2006 from the semiconductor industry, where he held various engineering and management positions. Smith is currently a registered investment adviser with a financial planning practice in Los Gatos.


2) PREDICTING MARKET TRENDS WITH BARRON’S

This presentation will begin with an overview of Barron’s Market Week section, covering how and why the paper is arranged the way it is. The primary focus, however, will be on how to use various tables and data points in Barron’s Market Week to trend the market. Peter Miller will discuss market direction, market intensity, breadth of movements, market tops/bottoms, investor sentiment and yield curve analysis.

You Will Learn:

  1. How to analyze and trend the market with the aid of Barron’s Market Week
  2. How to find and use Dow Theory concepts
  3. A definition of market intensity and the Arms index

Discussed by: Peter Miller, Statistics Director, Barron’s

Peter Miller is the statistics director for Barron’s, where he coordinates production and quality assurance of the magazine’s statistics. He has 33 years of experience with Dow Jones & Company, 19 of which were spent with The Wall Street Journal working on statistical pages. Miller has spent the past 12 years analyzing Barron’s statistics and how they relate to the market.


Meeting Details:

  • Date:
  • Saturday, April 09, 2016
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Financial Planning Workshop
  • 10:30 A.M : Main Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by April 04, 2016 or OnLine by April 06, 2016): $20/person
    Late Registration (OnLine by April 08, 2016): $25/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!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Mar 12, 2016
Two Topics: 1)SAFE WITHDRAWAL RATES FROM YOUR RETIREMENT PORTFOLIO,
2)THROUGH THE LOOKING GLASS

1) SAFE WITHDRAWAL RATES FROM YOUR RETIREMENT PORTFOLIO

This is the sixth in a series of interactive Financial Planning Workshops covering investing, retirement planning, safe withdrawal rates, estate planning and much more. This session will focus on safe withdrawal rates from your retirement portfolio. These workshops assume no prior knowledge, and are suitable for people of all stages of life.

You Will Learn:

  1. About Bengen’s 4% rule and variations thereof
  2. Bucket techniques for your portfolios
  3. About required minimum distribution (RMD) strategy and other withdrawal considerations

Discussed by: Fred Smith, Registered Investment Adviser

Fred Smith is a longterm board member of the Silicon Valley Chapter of AAII. He retired in 2006 from the semiconductor industry, where he held various engineering and management positions. Smith is currently a registered investment adviser with a financial planning practice in Los Gatos.


2) THROUGH THE LOOKING GLASS

Multiple time frame analysis is a technique that short-term traders have used effectively for many years. This approach can be used for longer-term investors to help identify trend changes for better entry and exit points, or serve as an early warning sign for secular bull and bear market transitions. Learn how to make the best use of tools readily available to help you keep your emotions in check and stay on the profitable side of the market.

You Will Learn:

  1. The merits and misgivings of technical analysis
  2. Process versus human emotions
  3. Available tools and resources

Discussed by: Richard Farkas, President, Strategic Global Investment Services, Inc.; Financial Adviser and Branch Manager, Raymond James Financial Services, Inc.

Richard Farkas is an independent financial adviser in Silicon Valley with Raymond James Financial Services. Farkas provides financial planning and portfolio management services to individual investors using technical and sector rotation analysis to build portfolios primarily consisting of ETFs. He is a member of the ETF Advisor Hall of Fame for his innovative use of ETFs.


Meeting Details:

  • Date:
  • Saturday, March 12, 2016
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Financial Planning Workshop
  • 10:30 A.M : Main Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Mar 07, 2016 or OnLine by Mar 09, 2016): $20/person
    Late Registration (OnLine by Mar 11, 2016): $25/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!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Feb 13, 2016
Two Topics: 1)MANAGING YOUR CASH FLOW IN RETIREMENT,
2)NAVIGATING STOCK PRICE CRASHES

1) FINANCIAL PLANNING WORKSHOP:
MANAGING YOUR CASH FLOW IN RETIREMENT

This is the fifth in a series of interactive Financial Planning Workshops. This session will focus on cash flow management during your retirement years. The slides from the prior workshops are available at www.siliconvalleyaaii.org. These workshops assume no prior knowledge and are suitable for people at all stages of life.

You Will Learn:

  1. About the three-legged stool: Social Security, pension, retirement portfolio
  2. About other tools such as a reverse mortgage or annuities
  3. Long-term care and umbrella liability policies

Discussed by: Fred Smith, Registered Investment Adviser

Fred Smith is a longterm board member of the Silicon Valley Chapter of AAII. He retired in 2006 from the semiconductor industry, where he held various engineering and management positions. Smith is currently a registered investment adviser with a financial planning practice in Los Gatos.


2) NAVIGATING STOCK PRICE CRASHES

This presentation will be a practitioner’s guide to understanding and avoiding large negative equity price moves. Steven Rossi will talk about identifying events that cause stock prices to crash, and how to position a portfolio to reduce high price crash risks and improve investment performance.

You Will Learn:

  1. How to recognize events that cause stock price crashes
  2. How to position portfolios to reduce price crash risk
  3. Strategies for improving investment performance

Discussed by: Steven Rossi, Quantitative Analyst, RS Investments

Steven Rossi is a quantitative analyst on RS Investments’ Solutions Team. RS Investments recently won The Wall Street Journal’s recognition as a top mutual fund manager for the past year. He holds the Financial Risk Manager certification, is a holder of the right to use the Chartered Financial Analyst designation and is a UC Berkeley economics graduate.


Meeting Details:

  • Date:
  • Saturday, February 13, 2016
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Financial Planning Workshop
  • 10:30 A.M : Main Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Feb 08, 2016 or OnLine by Feb 10, 2016): $20/person
    Late Registration (OnLine by Feb 12, 2016): $25/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!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Jan 09, 2016
Two Topics: 1)Financial Planning Workshop:Retirement Planning,
2)"Financial Market Outlook: Welcome to the Challenges in 2016!"

1) FINANCIAL PLANNING WORKSHOP:
Retirement Planning

This is the fourth in a series of interactive Financial Planning Workshops covering investing, retirement planning, safe withdrawal rates, estate planning and much more. This session will focus on retirement planning. These workshops assume no prior knowledge, and are suitable for people at all stages of life.

You Will Learn:

  1. About the accumulation phase; why to start early
  2. About different types of accounts: traditional IRA, Roth IRA, 401(k), etc.
  3. How to manage your retirement accounts

Discussed by: Fred Smith, Registered Investment Adviser

Fred Smith is a longterm board member of the Silicon Valley Chapter of AAII. He retired in 2006 from the semiconductor industry, where he held various engineering and management positions. Smith is currently a registered investment adviser with a financial planning practice in Los Gatos.


2) Financial Market Outlook:
Welcom To The Challenges In 2016!

A new year begins with critical questions for investors. Does the current earnings recession signal an economic downturn and bear market? What are realistic investment return expectations in today’s low-interest-rate world? How can I take advantage of the secular and cyclical outlook for stocks, bonds and commodities? Tom Kopas will discuss which proactive asset allocation decisions will bring investors profitably and safely through today’s challenging environment.

You Will Learn:

  1. How to create better portfolio returns with less risk
  2. About a unique perspective from internationally recognized independent research
  3. How to build wealth in this changing and diffi cult investment environment

Discussed by: Thomas J. Kopas, Principal and Portfolio Manager, Pring-Turner Capital Group

Thomas J. Kopas is a career-long investment educator and has earned high marks for his insightful AAII presentations across the country. In addition, the Pring-Turner team co-authored a book published by Mc-Graw Hill in June 2012 entitled “Investing in the Second Lost Decade.” The book received favorable reviews in both The New York Times and the AAII Journal.


Meeting Details:

  • Date:
  • Saturday, January 9, 2016
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Financial Planning Workshop
  • 10:30 A.M : Main Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Jan 04, 2016 or OnLine by Jan 06, 2016): $20/person
    Late Registration (OnLine by Jan 08, 2016): $25/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!
  • Effective 14th Nov 2015, Presentations will be held at New Location: AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links