Financial Planning Workshops
Financial Planning Workshop
- Debra Stikes will facilitate the Financial Planning Meetups in the 2024-2025 season. Planned Sessions are for the 2nd Wednesdays of each month from 6:30pm-8:30pm.
- To join the Zoom each month here - click here.
- Links to Slides from Upcoming and Previous Workshops:
- May 14,2025 - Social Security and Medicare (slides)
- March 12, 2025 - Rick Mangement/Insurance (slides)
- February 12, 2025 - Retirement Planning Part 2 (slides)
- January 8, 2025 - Retirement Planning Part 1 (slides)
- December 11, 2024 - Taxes (slides)
- November 13, 2024 - Investing Part 2 (slides)
- October 9, 2024 - Investing Part 1 (slides)
- September 11, 2024 - Financial Planning - The Big Picture (slides)
- June 12, 2024 - Case Study
- May 8, 2024 - Estate Planning (slides)
- April 10, 2024 - Social Security and Medicare (slides)
- March 13, 2024 - Risk Management/Insurance(slides)
- February 14, 2024 - Retirement Planning Part 2 (sides)
- January 10, 2024 - Retirement Planning Part 1 (slides)
- December 13, 2023 - Taxes (slides)
- November 8, 2023 - Investing Part 2 (slides)
- October 11, 2023 - Investing Part 1 (slides)
- September 13, 2023 - Financial Planning - The Big Picture (slides)
- July 12, 2023 - Case Study (slides)
- June 14, 2023 - Estate Planning (slides)
- May 10, 2023 - Social Security and Medicare (slides)
- March 8, 2023 - Risk Management/ Insurance (slides)
- February 8, 2023 - Retirement Planning Part 2 (slides)
- January 11, 2023 - Retirement Planning Part 1 (slides)
- 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.
