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:
Wealth Management Tools & How/Why You Should Use Them
January 18, 2020 from 9:45 am to 12:45 pm
John Chavez will present on the wealth management planning process that investors should follow to make thoughtful financial decisions. The core presentation will cover the tools we use to analyze and develop customized plans, which will lead to detailed conversations about how and why you should consider integrating planning goals, short-term and long-term tax consequences, insurance needs, and estate planning consequences in the financial decisions. The meeting framework is designed to include the key elements of developing and executing a plan.
ABOUT THE PRESENTERJohn’s commitment to a holistic approach to wealth management serves as the foundation for his practice. His philosophy is simple: invest with purpose and pursue the steps necessary to understand what purpose means to each client. He specializes in developing and executing wealth management strategies for families and closely held businesses. John joined Merrill Lynch in 1994 after graduating from the University of Washington School of Business. He later earned the CERTIFIED FINANCIAL PLANNER™ designation, issued by the Certified Financial Planner Board of Standards, Inc, in support of the wealth management concepts he employs for his clients. John enjoys serving as a student mentor and shares his time with a variety of non-profit organizations in the Puget Sound region.
Attend this seminar to learn:
- How a seasoned professional approaches comprehensive wealth management.
- How to avoid some common pitfalls in planning for your retirement.
- How to assemble and challenge a team of professionals to help you achieve your goals.
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.
If you would rather not pay with a credit card, you can 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