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AAII March Event: Safe Withdrawal Rates During Retirement & Through the Looking Glass
Learn: The 4% rule, bucket technique, required minimum distributions; Pros/cons of technical and timeframe analysis, process vs. emotions
Join us for our March event where we will have two presentations.
SAFE WITHDRAWAL RATES FROM YOUR RETIREMENT PORTFOLIO
This is the sixth in a series of interactive Financial Planning Workshops covering investing, retirement planning, safe withdrawal rates, estate planning and much more. This session will focus on safe withdrawal rates from your retirement portfolio. These workshops assume no prior knowledge, and are suitable for people of all stages of life.
About Fred Smith: Fred Smith is a longterm board member of the Silicon Valley Chapter of AAII. He retired in 2006 from the semiconductor industry, where he held various engineering and management positions. Fred is currently a registered investment adviser with a financial planning practice in Los Gatos.
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THROUGH THE LOOKING GLASS
Multiple time frame analysis is a technique that short-term traders have used effectively for many years. This approach can be used for longer-term investors to help identify trend changes for better entry and exit points, or serve as an early warning sign for secular bull and bear market transitions. Learn how to make the best use of tools readily available to help you keep your emotions in check and stay on the profitable side of the market.
About Richard Farkas: Richard is an independent financial adviser in Silicon Valley with Raymond James Financial Services. Richard provides financial planning and portfolio management services to individual investors using technical and sector rotation analysis to build portfolios primarily consisting of ETFs. He is a member of the ETF Advisor Hall of Fame for his innovative use of ETFs. Richard is President, Strategic Global Investment Services, Inc. and Financial Adviser and Branch Manager, Raymond James Financial Services, Inc.
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EVENT DETAILS
When: Saturday, March 12, 2016 from 8:30 AM to 11:30 AM (PST)
Where: AMC Cupertino Square Theatre - 14, 10123 N. Wolfe Rd, Cupertino, CA 95014 Google map at: tinyurl.com/njkqk5x. Detailed photo tour to AMC Theater 14 at: http://www.siliconvalleyaaii.org/pictures/AMC_Theater14_Map_And_Photo__Tour.pdf
EVENT SCHEDULE
8:30 AM - Registration / Social / Book Swap
9:00 AM - Financial Planning Workshop
10:30 AM - Main Presentation
11:30 AM - Q & A
Additional Information:
- An investment book will be raffled off during the meeting
- Students under 25 (with ID) Free. (No registration required, show ID at Registration Desk)
- Visit our book swap table before the meeting; Bring a book, take a book!
- Visit our Concierge Table where we have our presentations, AAII information, raffle books, book swap and more.
More information and tickets for this event can be found at http://www.eventbrite.com/e/two-topics-1-safe-withdrawal-rates-from-your-retirement-portfolio-2-through-the-looking-glass-tickets-20793766716?aff=CupertioPatch
More information about AAII-Silicon Valley can be found at: http://www.siliconvalleyaaii.org/ and at https://www.facebook.com/sv.aaii/
AAII-SV can be contacted at: mailto:aaiichapter_siliconvalley@yahoo.com
General information about AAII can be found at: http://www.aaii.com/
AAII Silicon Valley is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
