Welcome to the Puget Sound Chapter of the
American Association of Individual Investors
We are a grassroots, nonprofit organization with a mission to provide honest, unbiased investment information to individual investors in the Puget Sound area.
We are managed by a board of directors that is entirely made up of volunteers. We sponsor an educational seminar in every odd-numbered month. Members, their guests and non-members attend our seminars.
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Our next seminar:
The Right Way to Hire Financial Help
November 16, 2019 from 9:45 am to 12:45 pm
Nearly 20 years ago, Chuck Jaffe wrote the first-ever book about hiring and working with all types of financial advisers, called “The Right Way to Hire Financial Help.” In those days, no one could foresee that many of the functions of financial counselors would be replaced by software, interactive online platforms and algorithms, but today “robo-advice” is the hot topic and individual investors need to decide on the need – if any – for maintaining a human touch, the importance of developing emotional discipline and how to pick and choose financial counselors. This talk will cover the reasons why most people are better off with an adviser, the decisions facing investors when they search for help, the mistakes consumers make and how to determine the right kind of advisory relationships to have throughout a lifetime.
About the Presenter:Chuck Jaffe is a nationally syndicated financial columnist whose work has appeared weekly in the Seattle Times for more than 20 years, and whose columns also appeared in the News Tribune in Tacoma for nearly two decades. He is the host of “Money Life with Chuck Jaffe” (moneylifeshow.com), a one-hour weekday financial talk show (moneylifeshow.com) that features interviews with the biggest, best and brightest minds of the investing and personal finance world. He is the author of the only two books dedicated entirely to choosing and working with financial advisers: “The Right Way to Hire Financial Help” and “Getting Started in Hiring Financial Advisors.” Chuck has been a syndicated financial columnist since 1995 – first while based at the Boston Globe and then while based at MarketWatch.com – and is a past president of the Society of American Business Editors & Writers. In what is jokingly referred to as “spare time,” Chuck is a play-by-play announcer for professional and collegiate lacrosse games, is a partner in the Boston Box Lacrosse League and is a referee. He lives on Boston’s South Shore with a golden retriever who sleeps under the desk while Chuck is working and whose flatulence issues sometimes explain Chuck’s demeanor.
Attend this seminar to learn:
- How to decide the type of advisory relationship you want
- How to balance human and robo advice
- How to avoid making the big mistakes most people make in searching for an adviser
Meeting Location:Mercer Island Community Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
Please preregister 48 hours before the event to give us an estimated headcount.Register Online
If you would rather not pay with a credit card, you can register by mail.Register by Mail
Free parking in event center parking lot.
9:30 a.m. — Registration
9:45 a.m. — Presentation begins
12:45 p.m. — Adjournment
Open to the public. AAII membership is not required to attend.
Each One, Bring One
AAII members who preregister are entitled to bring a guest — at no charge to you or your friend — who has never attended an AAII seminar before. Your guest will not be asked for a contribution of any kind.
When you preregister, you don’t need to know the name of your friend or even whether you’ll invite one at all. But if you do, just have your guest show up and mention your name. It’s that easy!
Please send a contribution of ANY AMOUNT of your choice for each person who will attend. The more you contribute, the better speakers we can bring you. Contact us at least 24 hours prior to the seminar for a full refund.
At the Door:
Space permitting, maximum 200. We accept a contribution of any amount at the door for each person who attends.
The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers, or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.
Special Interest Groups:
AAII Special Interest Groups (SIGs) are small gatherings sponsored by Local Chapters where members meet for general discussion or to explore a specific investment topic of interest to the group.
Chair: Jim Shaw
This discussion group meets in Bellevue or Mercer Island at 7 p.m. on the second Tuesday of each month (except in July and August). To receive a notice prior to each meeting, send a blank email to AAIIEastsideSIG-subscribe@YahooGroups.com