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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:

Retirement Portfolio Analysis

Craig Israelsen
November 4, 2021 from 7:00 pm to 9:00 pm

Using a live spreadsheet that draws upon decades of historical data, this presentation examines the durability of retirement portfolios when money is being systematically withdrawn. The impact on retirement income and portfolio survival of a wide variety of variables can be tested in “real time” (asset allocation, portfolio cost, method of withdrawal, age of retiree, fixed or variable COLA, etc.).

ABOUT THE PRESENTER

Craig L. Israelsen, Ph.D., has spent more than 30 years teaching family finance at the university level (University of Missouri-Columbia, Brigham Young University, Utah Valley University). He now teaches at Utah Valley University in the Financial Planning Program. He writes monthly for Barron’s and ETF.com. He is the designer of the 7Twelve Portfolio (www.7TwelvePortfolio.com). Israelsen’s research has been cited in the Christian Science Monitor, The Wall Street Journal, Newsweek, Forbes, Smart Money Magazine, Kiplinger Retirement Report, Advisor Perspectives, Dow Jones Market Watch, Family Circle Magazine and Bottom Line Personal.

Attend this seminar to learn:

    • The historical performance of various asset classes in the context of a retirement portfolio (when money is being systematically withdrawn).
    • Retirement portfolio durability (survival) under various withdrawal scenarios (4% annually, RMD, COLA-based).
    • The importance of using multiple asset classes in a retirement portfolio and the impact of keeping portfolio costs low.

Meeting Location:

This will be an online meeting. Register at https://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.

6:45 p.m. — Online link becomes live
7:00 p.m. — Presentation begins
9:00 p.m. — Adjournment

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

Payment

Please send a contribution of ANY AMOUNT. 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 Group:

Our AAII Special Interest Group (SIG) is a small gathering sponsored by our Local Chapter where members meet for general discussion or to explore a specific investment topic of interest to the group. 

Eastside SIG

Chair: Pete Sheill
eastsidesig@aaiips.org

This discussion group meets online 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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