Financial Planning Workshop Archives
Archived Past Financial Planning Workshops
Fred Smith, registered investment advisor, has for many years offered courses annually in the Financial Planning Meetup group. Here are two past course cycles, archived for your pleasure.
Watch more Financial Planning videos on the AAII Silicon Valley YouTube channel, here.
2019/20 Financial Planning Workshop Topics and Downloads
Access presentations from this previous Workshop cycle, delivered by Fred Smith.
- September 11, 2019 Financial Planning: The Big Picture and 5 Pillars
- October 9, 2019 Investing I Modern Portfolio Theory, Building a diversified portfolio
- November 13, 2019 Investing II Efficient Market Hypothesis; Can you beat the market?
- December 11, 2019 Retirement Planning I Accumulation/Distribution phases, RMD and sample Doe xl
- January 8, 2020 Retirement Planning II Safe withdrawal rates, Bengen’s 4% rule, Bucket strategies
- February 12, 2020 Taxes, TRJA, Tax diversification, Asset allocation, QCDs
- March 11, 2020 Insurance Annuities, Long-term care, Litigation
- April 8, 2020 Social Security and Medicare
- May 13, 2020 Estate Planning The documents, Probate, Duties of an executor/trustee, Philanthropy
- June 10, 2020 Wrap-up Case study reviewing previous material
2017/18 Financial Planning Workshop Topics, Videos and Downloads
Access presentations from this previous Workshop cycle, delivered by Fred Smith.
Watch all 9 videos on the AAII Silicon Valley YouTube channel here.
1. Fundamentals of Investing.
- Personal Investor Profile: Time horizon, Risk tolerance, etc.
- Measuring risk and return, Risk-adjusted returns, Sharpe ratio, etc.
- Investment vehicles: Stocks and bonds, Mutual funds, ETFs, REITs and more
- Download Presentation Slides
- Modern Portfolio Theory
- Building a diversified portfolio, Rebalancing strategies
- Investment Policy Statement
- Download Presentation Slides
- Websites and Spreadsheets: Top sites and useful tools
- SCCL data sources: Morningstar, S & P, Value Line … and how to use them
- Asset Allocation, ETFs and Roboadvisors: How these work separately … and together
- Download Presentation slides
- Passive Investor: Seeks to replicate the market at minimum cost
- Active Investor: Everyone who is not a passive investor
- How to decide where you stand
- Download Presentation Slides.
- Accumulation phase, Incentives for starting early
- Account attributes: Traditional IRA, Roth IRA, 401(k), etc.
- Managing your retirement accounts
- Download Presentation Slides.
- The three-legged stool: Social Security, Pension, Retirement portfolio
- Other tools: Reverse Mortgage, Annuities
- Long term care and umbrella liability insurance policies
- Download Presentation Slides.
- Download Doe's Example Retirement Plan, XL spreadsheet.
- Bengen’s 4% rule, variations
- Bucket techniques
- RMD strategy, Other withdrawal considerations
- Download Presentation Slides. 8. Social Security and Medicare
- Full Retirement Age, Early retirement, Delayed retirement
- Claiming strategies for singles and married couples
- Medicare and its myths.
- Download Presentation Slides
- Critical documents: Will, Trust, Advance directive, Power of attorney, etc.
- Practical considerations for an executor or trustee
- Dealing with your digital legacy: Email, Social media, Photo files, etc
- Download Presentation Slides.