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2009 Presentation Information


November 7, 2009   COMPUTERIZED INVESTING SEMINAR: HOW TO INVEST SAFELY IN TODAY'S MARKET

Panel Discussion
All Speakers
The members of the panel are all experienced investors. Their styles of investing vary substantially, but all have been active investors during the downturn and have (mostly) been able to sleep at night. Whatever your style of investing—buy-and-hold, quant investing, stocks, bonds, mutual funds, etc.—you will find ideas you can use. We believe that the most important trait to have is realistic assessment of the strengths and weaknesses of your investment technique. If you have this, you will know when not to worry, when to worry (and what to do about it) and when to get out because you don’t understand what’s going on.

Using Spreadsheets for Risk Assessment and Control
Dr. Bob Smithson, Member/Manager, Anava Capital Management LLC
Although a mathematical calculation of the risk of particular investment is not absolutely required, it can not only provide good performance but also help your understanding of the risk by forcing you to think about it numerically. It helps to enforce a systematic approach to buying and selling, and provides an indication of when to worry. Bob will show how to use spreadsheets to assess the probable performance of specific buy and sell criteria, as well as the uncertainty in that estimate. Spreadsheets will be available for download after the presentation.

How I Use Quantitative Investment Techniques to Reduce Risk
Al Zmyslowski, VP of Engineering, Fujitsu America; Individual Investor
Today’s investors are faced with some of the most confusing and frightening economic and financial conditions in many decades. How can anyone “invest safely” in these conditions? Part of the answer lies in the psychological barriers you have to deal with when investing. Another part—where most of the time and effort is usually spent—lies in having a system for profitable investing in one or more asset classes.

Northwest Economy: Investing Opportunites in Washington, Oregon, and Idaho
Barbara A. Johnston, D.V.M., DipACLAM, CFA, Individual Investor
Is there intelligent business life outside California? Biotech, medical, telecom, software and IT beyond Silicon Valley? Real estate markets that have survived the mortgage meltdown? You bet there are! Attend this informative, entertaining summary of the business climate and investing opportunities in and around Pugetopolis.

Attend This Meeting and Learn:

- The right attitude for successful investing
- How people with various investing philosophies have coped with uncertain markets

Meeting Details:

Date:
Saturday, November 7, 2009

Location:
Lookout Restaurant at Sunnyvale Muni Golf Course
605 Macara Ave., Sunnyvale

Registration/Social/Breakfast: 8:00 a.m.
Program: 8:30 a.m.
Lunch: 11:45 AM
Q&A: during talks and general Q&A at 4:00 p.m.

Price In Advance (by 10/31): $50/person
Price At The Door (space permitting): $60/person
Non-Members Are Welcome
No Refunds

Speakers

  • Fred Smith, Chapter Board, Independent Investment Advisr
  • Don Stewart, Chapter Board, Independent Investment Advisr
  • Lynn Gillette, Chapter President, Individual Investor
  • Bob Smithson, Chapter Board, Independent Investment Advisor
  • Al Zmyslowski, Chapter Member, Individual Investor
  • Barbara Johnston, DVM, DipACLAM, CFA, Individual Investor

    Downloads and Links


    October 10, 2009   2009 TAX LAW CHANGES AND PLANNING OPPORTUNITIES

    This presentation will discuss the tax issues that concern individual investors both in the present year and looking long term, into 2010 and beyond. With the expiration of some tax cuts, it is important to understand what decisions need to be made this year and next year to properly minimize your taxes and preserve your wealth. Claudia will discuss how to plan for 2009 tax changes and how to anticipate changes for coming years. She will also discuss those tax issues where it is necessary to “ask an expert.”

    Attend This Meeting and Learn:

    - What’s new or changed for your 2009 taxes
    - What’s on the horizon for 2010
    - Hints for staying out of IRS crosshairs

    Meeting Details:

    Date:
    Saturday, October 10, 2009

    Location:
    Lookout Restaurant at Sunnyvale Muni Golf Course
    605 Macara Ave., Sunnyvale

    Registration/Social/Breakfast: 9:00 a.m.
    Program: 9:30 a.m.
    Q&A: 11:00 a.m.

    Price In Advance (by 10/3): $15/person
    Price At The Door (space permitting): $20/person
    Non-Members Are Welcome
    No Refunds

    Speaker

    • Claudia Hill, EA, MBA
      President, Tax Mam, Inc.

      Downloads and Links

      • None at this time

      September 26, 2009   THE RECOVERY YOU THOUGHT WOULD NEVER HAPPEN

      This presentation will discuss the causes and long-term damage of 2008’s market turmoil. What is ahead for us in the economic and financial outlook for fourth quarter 2009 and early 2010? How do the longer-term structural changes in global economic and financial markets affect the individual investor? Jeanette will provide a forecast for interest rates, earnings, consumer spending, capital spending, the trade deficit and the dollar. She will also discuss the information needed for financial planning and provide economic analyses for various investment sectors.

      Attend This Meeting and Learn:

      - The causes and long-term damage of 2008’s market turmoil
      - The economic and financial outlook for fourth quarter 2009 and early 2010
      - The longer-term structural changes in global economic and financial markets

      Meeting Details:

      Date:
      Saturday, September 26, 2009

      Location:
      Lookout Restaurant at Sunnyvale Muni Golf Course
      605 Macara Ave., Sunnyvale

      Registration/Social/Breakfast: 9:00 a.m.
      Program: 9:30 a.m.
      Q&A: 11:00 a.m.

      Price In Advance (by 9/20): $15/person
      Price At The Door (space permitting): $20/person
      Non-Members Are Welcome
      No Refunds

      Speaker

      • Jeanette Garretty
        Senior Wealth Manager, Senior Vice President, The Private Bank Wells Fargo Bank

        Downloads and Links


        April 25, 2009   THE CURRENT STATUS AND OUTLOOK FOR THE NATION’S HOUSING AND MORTGAGE MARKETS

        Dr. LaVaughn M. Henry is responsible for developing PMl’s economic, housing and mortgage market forecasts. An accomplished public speaker, Dr. Henry regularly presents to various industry, government, and other professional organizations. Dr. Henry will present an in-depth review for the Nation’s Housing and Mortgage Markets and answer many of your questions on this vital subject. Dr. Henry has led in the development of PMI’s next generation of econometric models that forecast the likelihood of home price declines, the quarterly forecast of home price appreciation in each of the nation’s 381 MSAs, and various other predictive tools used in the forecasting and assessment of the housing and mortgage markets.

        Attend This Meeting and Learn:

        - What is the outlook for the nation’s real estate market?
        - What changes are coming in the housing market in 2009?
        - What are the current economic, housing and, mortgage market forecasts?

        Meeting Details:

        Date:
        Saturday, April 25, 2009

        Location:
        Lookout Restaurant at Sunnyvale Muni Golf Course
        605 Macara Ave., Sunnyvale

        Registration/Social/Breakfast: 9:00 a.m.
        Program: 9:30 a.m.
        Q&A: 11:00 a.m.

        Price In Advance (by 4/18): $15/person
        Price At The Door (space permitting): $20/person
        Non-Members Are Welcome
        No Refunds

        Speaker

        • LaVaughn M. Henry, Ph.D.
          Director, Economic Analysis, The PMI Group

          Downloads and Links


          March 28, 2009   CHANGE: THIS YEAR, THIS MARKET AND THIS ADMINISTRATION

          Massive changes in tax law, the market environment and a new administration's priorities threaten to overwhelm your financial plans. You need to understand these changes in order to give yourself the best chance of meeting your goals. This may require adjustments in every area of comprehensive wealth management.

          Attend This Meeting and Learn:

          - How to take advantage of changes that have already been put into effect for 2009
          - How to profit in the changed market environment going forward
          - How to position yourself for probable changes from the new administration

          Meeting Details:

          Date:
          Saturday, March 28, 2009

          Location:
          Lookout Restaurant at Sunnyvale Muni Golf Course
          605 Macara Ave., Sunnyvale

          Registration/Social/Breakfast: 9:00 a.m.
          Program: 9:30 a.m.
          Q&A: 11:00 a.m.

          Price In Advance (by 3/21): $15/person
          Price At The Door (space permitting): $20/person
          Non-Members Are Welcome
          No Refunds

          Speaker

          • David John Marotta, AAMS, AIF
            President, Marotta Wealth Management

            Downloads and Links


            February 21, 2009   ESTATE PLANNING WORKSHOP— HOW TO PROTECT YOUR FAMILY’S WEALTH FROM CATASTROPHIC NURSING HOME COSTS, PROBATE COSTS AND DEATH TAXES

            If you own a home...or you have assets worth at least $100,000...you owe it to yourself — and your family — to get the facts on proper estate planning. If you think you’re protected with a simple will...think again.... A will goes through probate, which means your family may not be able to take possession of your estate for many months, or even years!

            Proper estate planning avoids the pitfalls of probate and insures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning your estate may owe substantial estate taxes if your estate exceeds $2,000,000 (2008).

            A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This means your estate will be managed as you see fit, not as a court-appointed conservator sees fit. Roy has spoken to our chapter before and shared a wealth of knowledge on up-to-date estate planning.

            Attend This Meeting and Learn:

            - The advantages and disadvantages of wills & living trusts
            - How probate works and how you may be able to avoid it

            Meeting Details:

            Date:
            Saturday, February 21, 2009

            Location:
            Lookout Restaurant at Sunnyvale Muni Golf Course
            605 Macara Ave., Sunnyvale

            Registration/Social/Breakfast: 9:00 a.m.
            Program: 9:30 a.m.
            Q&A: 11:00 a.m.

            Price In Advance (by 2/14): $15/person
            Price At The Door (space permitting): $20/person
            Non-Members Are Welcome
            No Refunds

            Speaker

            • Roy W. Litherland
              Attorney at Law, Law Offices of Roy W. Litherland

              Downloads and Links

              • None at this time

              January 24, 2009   DIVIDEND INVESTING WORKSHOP

              Unlike most stock investing strategies where you buy in the hope that you will be able to unload stocks later at a higher price, dividend stocks actually pay you to own them. That doesn't mean that you won't also enjoy price appreciation, but you could also enjoy a good return even if the stock never goes up. At this interactive workshop style presentation, you'll learn how to find, research, and analyze dividend-paying common stocks, energy trusts, closed-end funds, master-limited partnerships, and preferred stocks. Find out where to get the data you need and what to do with it.

              Attend This Meeting and Learn:

              - How to screen for high dividend stocks
              - How to pick the best candidates
              - How to evaluate dividend-cut risk

              Meeting Details:

              Date:
              Saturday, January 24, 2009

              Location:
              Lookout Restaurant at Sunnyvale Muni Golf Course
              605 Macara Ave., Sunnyvale

              Registration/Social/Breakfast: 9:00 a.m.
              Program: 9:30 a.m.
              Q&A: 11:00 a.m.

              Price In Advance (by 1/17): $15/person
              Price At The Door (space permitting): $20/person
              Non-Members Are Welcome
              No Refunds

              Speaker

              • Harry Domash
                Columnist, San Francisco Chronicle; Teacher; and Publisher, Dividend Detective Newsletter

                Downloads and Links


                January 6, 2009
                Stock Investor Pro Users Group Meeting

                Tuesday, January 6, Discussion on further plans for a backtesting program based on Stock Investor Pro and the "R" language.

                At this meeting we will discuss how we should proceed in setting up the database files. Some members have suggested that each member store the files on their own computing platforms and then proceed with development. At the same time we must make sure members who wish to proceed in this manner, must be subscribers to the SI-Pro, to avoid any intellectual property issues.

                In either case we need to come up with a workable solution and layout tasks for the 2009.

                Looking forward to seeing everyone on January 6.

                The times are: socializing and set-up at 6:30 PM, Meeting starts at 7:00 PM, ends at 9:00 PM. Place: Saratoga Library Community Room, 13650 Saratoga Ave, Saratoga, California 95070.

                Chairman

                • Andy Prophet, Stock Investor Pro Users' Group Leader for the Silicon Valley Chapter of AAII