SVAAII Main Event with Richard Lehman and Brian Schwatka May 9, Saturday Starting at 9:00 AM PT on the second Saturday and Zoom only

  • FIRST TOPIC - A finance professor's tips on options, trends, and behavioral finance.
  • The indisputable fact is that, as a group, individual investors significantly underperform the market indexes over time. Among the challenges individuals face are dealing effectively with huge amounts of data, a lack of deep training and expertise, concentrated portfolios, and the negative influence of a host of behavioral biases that most people are completely unaware of. Learn tips on how to tackle these challenges from a long-time market veteran, author, and college professor.

  • ATTEND THIS MEETING TO LEARN: 1. How to use simple trend analysis to see the bigger picture, help identify opportunities, and enhance the timing of trades
  • 2. How to use options to hedge positions, generate income, and fine-tune your trading strategy
  • 3. How to avoid behavioral biases that wreak havoc with your trading success
  • FIRST SPEAKER: Richard Lehman, Author, Instructor at Cal Poly and U.C. Berkeley
  • Richard Lehman is a finance professor at Cal Poly and UC Berkeley, now in his 22nd year of teaching. Prior to that, his financial career spanned 20+ years with Wall Street firms, The New York Stock Exchange, and the Wealth Management division at Mechanics Bank. He took first place in the professional division of a Barrons trading contest in 1984 and has published two books on options and one on behavioral finance.

  • SECOND TOPIC - Stay or Go: A Clear Path Forward – How to Think Clearly About Your Next Chapter
  • At some point, every homeowner faces an important question: Should I stay in my home… or is it time to make a change? This decision can feel overwhelming, emotional, and filled with uncertainty. Many people find themselves “on the fence,” unsure of what to do next. In this educational presentation, Brian Schwatka — Realtor and Transition Specialist — shares a simple, structured approach to help homeowners think clearly about this crossroads and move forward with confidence.

  • ATTEND THIS METTING TO LEARN:
  • 1. Why this decision is often more emotional than logical
  • 2. How your environment, community, and lifestyle impact your quality of life
  • 3. The difference between a growth mindset and a decline mindset
  • 4. A practical 5-step framework to evaluate your situation
  • 5. How to move forward with greater clarity, confidence, and less stress

  • SECOND SPEAKER: Brian Schwatka, REALTOR®, Transition Specialist, & Certified Seniors Advisor (CSA)
  • Brian Schwatka is a Realtor and Transition Specialist who has helped homeowners navigate important housing decisions since 2004. He is a Certified Senior Advisor (CSA) and creator of the “Stay or Go Homeowner” system, designed to help people decide whether to remain in their current home or explore other living options. Brian combines real estate expertise with a structured, educational approach to help clients gain clarity, reduce stress, and make confident decisions about their future.


  • MEETING DETAILS
  • Silicon Valley AAII offers this Webinar on Zoom for free. If you would like to register for Zoom or invite people, please register using the Zoom Registration system by clicking:
  • https://us02web.zoom.us/webinar/register/WN_niNiuNwUS36LPnItaP_5GA

  • 9:00 am Pacific - Introduction
  • 9:05 am Pacific - First Topic Presentation and Q&A
  • 10:20 am Pacific - Second Topic Presentation and Q&A
  • 11:50 am Pacific - Anticipated End