Financial Planning Workshops
Financial Planning Workshop
- Debra Stikes will facilitate the Financial Planning Meetups in the 2022-2023 season. Planned Sessions are the 2nd Wednesdays of each month from 6:30pm-8:30pm. Join the Zoom each month here - click here. September 14, 2022 - Financial Planning... The Big Picture (slides) October 12, 2022 - Investing Part 1 (slides) November 9, 2022 - Investing Part 2 (slides) December 14, 2022 - Taxes (slides) January 11, 2023 - Retirement Planning Part 1 (slides) February 8, 2023 - Retirement Planning Part 2 (slides) March 8, 2023 - Risk Management/ Insurance (slides) May 10, 2023 - Social Security and Medicare (slides) June 14, 2023 - Estate Planning (slides) July 12, 2023 - Case Study (slides)
- September 13, 2023: Financial Planning … The Big Picture (slides)
- October 11, 2023: Investing Part 1 (slides)
- November 8, 2023: Investing Part 2 (slides)
- December 13, 2023: Taxes (slides)
- January 10, 2024: Retirement Planning … I (slides)
- February 14, 2024: Retirement Planning … II (sides)
- March 13, 2024: Risk Management/Insurance(slides)
- April 10, 2024: Social Security and Medicare (slides)
- May 8, 2024: Estate Planning (slides)
- June 12, 2024: Case Study Join AAIISV on Meetup to be notified of future sessions.
- Watch Financial Planning videos on the AAII Silicon Valley YouTube channel, here.
- Below are recordings from a prior season, with the developer of these sessions Fred Smith. We hope you enjoy learning with us and other like-minded individual investors!
2020/2021 Financial Planning Workshop Recordings
September 9, 2020: Financial Planning, The Big Picture
October 14, 2020: Investing I
November 11, 2020: Investing II
Investing II:Efficient Market Hypothesis; Can you beat the market?
Download slides here.
December 9, 2020: Taxes
Taxes:
- TRJA, SECURE Act, Diversification, Asset allocation, QCDs
- Download slides here.
January 13, 2021: Retirement Planning I
Retirement Planning I: Accumulation/Distribution phases, Tax-advantaged plans, RMDs
Download slides here.
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February 10, 2021: Retirement Planning II
Retirement Planning IISafe withdrawal rates, Bengen’s 4% rule, Bucket strategies
Download slides here.
March 10, 2021: Risk Management / Insurance
Risk Management/InsuranceTrain wrecks; Annuities, Long-term care, Litigation
Download slides here.
April 14, 2021: Social Security and Medicare
Social Security and MedicareFull retirement age, Early/late retirement strategies, Medicare traps
Download slides here.
May 12, 2021: Estate Planning
Estate PlanningWills/Trusts, Probate, Duties of an executor/trustee, Philanthropy
Download slides here.
