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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:

LifePlanning: A Better Retirement Planning Option for Our Times

Rajiv Nagaich
January 16, 2021 from 8:45 am to 11:30 am

If success in retirement planning is to avoid institutional care, not become a burden to family, and have financial security for the long haul, then the data suggests that we have a long ways to go. Only 30% of the aging population get to age in their own home, 70% of the population will use long Term Care (LTC) services, only 6 in 10 boomers have any retirement savings, and 60% of adults do not have a last will/testament. At AgingOptions, our goal is to help retirees age in place, protect assets, and avoid becoming a burden to others.

ABOUT THE PRESENTER

Rajiv Nagaich is an elder law attorney, author, frequent guest lecturer and adjunct professor. He is focused on changing the way America plans for and navigates through the retirement years. Rajiv realized that the typical retirement planning process was uncoordinated with unknowns that are realized in times of crises when it is usually late. Rajiv developed a better retirement planning system referred to as LifePlanning. It is a multidisciplinary plan inclusive of health, housing, financial, and legal affairs, and includes those impacted by the life of the retiree. The LifePlanning philosophy is to help people plan their lives so they may avoid institutional care, minimize burdens on loved ones, and protect assets in retirement. Rajiv hosts a syndicated weekly radio show dedicated to discussing issues about retirement. He is nationally recognized for his pioneering work with seniors for which he was inducted as a Fellow of the National Academy of Elder Law Attorneys in 2014, becoming one of a small group of attorneys to receive this distinction. He received his J.D. from Seattle University, and L.L.M. from University of Washington.

Attend this seminar to learn:

  • why traditional retirement planning has 70% failure rate
  • how LifePlanning is a better planning option in current times
  • how to use planning tools for a better outcome

Meeting Location:

This will be an online meeting. Register at aaiips.eventbrite.com to receive the meeting link. Please enter a donation — as much as you can — The more you contribute, the better the speakers we can bring you.

If you choose not to donate to this online event and wish to have a link emailed to you instead, please send an email to webmaster@aaiips.org
Get Directions

Registration:

Please preregister 48 hours before the event to give us an estimated headcount.

If you would rather not pay with a credit card, you can register by mail.

8:30 a.m. — Online link becomes live
8:45 a.m. — Presentation begins
11:30 a.m. — Adjournment

Open to the public. AAII membership is not required to attend.

Payment

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.


Disclaimer

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. 

Eastside SIG

Chair: Jim Shaw
eastsidesig@aaiips.org

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, go to https://groups.google.com/g/aaiieastsidesig

 

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