Chapter Meetings

Tax-efficient Order to Invest and Pay Down Debts to Maximize Wealth at Retirement

Financial planning articles tell the reader to do everything they recommend as far as investing and paying down debts. However, most people run out of money each month before they can do everything recommended. Using an article in the Journal of Financial Planning that won the Montgomery-Warschauer Award (best article (out of all articles in the monthly Journal that year) contributing to financial planning in 2017), Professor Geisler will explain the tax-efficient rank-ordering for investing and paying down debts that […]

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Greg Geisler, PhD
March 20, 2024 from 7:00 pm to 8:30 pm

Update on Puget Sound Chapter and Review of AAII Online Resources for members

Dear Puget Sound Chapter Members, As we embark on a new year, we are excited to share upcoming changes within our chapter and gather your valuable input. On January 24 at 7 pm, we will be providing a comprehensive update on the latest developments and seeking your suggestions for speakers and topics that align with your interests. Your feedback is crucial in shaping the events and discussions for the upcoming year and beyond. We value your participation and look forward

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Puget Sound Board
January 24, 2024 from 7:00 pm to 8:30 pm

A History of Securities Fraud Scandals from the 1970s to the Present

UCLA School of Law Professor James Park will present on the history of securities fraud regulation. He will discuss case studies of major securities frauds from the 1970s to the present involving companies such as Penn Central, Apple, Enron, and General Electric. The presentation covers the different ways that public companies commit fraud, why they commit securities fraud, how securities fraud can be detected, and how regulation addresses the problem of securities fraud. Professor Park will also discuss recent cases

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James Park, Professor of Law
November 4, 2023 from 9:00 am to 11:00 am

Tax Efficient Decumulation Strategies During Retirement

After working to accumulate a nest egg, don’t let too much of it go to the I.R.S. Conventional wisdom is to withdraw from i) taxable accounts first, ii) tax-deferred retirement accounts second, and from iii) tax-exempt (e.g., Roth) retirement accounts last. For many clients, conventional wisdom is far from the most tax-efficient withdrawal strategy. The reason is that Taxable Income is too low when withdrawing from i) or iii) and too high when withdrawing from ii). A tax-efficient strategy for

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Greg Geisler, PhD
September 20, 2023 from 7:00 pm to 9:00 pm

Brian Livingston

The Holy Grail of Investing

For decades, Wall Street has sought the “Holy Grail” of investing. That would a theoretical investment strategy that generated “market-like returns with only bond-like volatility.” Some people said this was impossible. But winners of the Nobel Prize in Economics in 2013 proved that lowering a portfolio’s losses, not increasing its risk, is what produces better-than-market gains. Now, the author of “Muscular Portfolios” explains how a fully disclosed, totally free formula has proven itself over more than 50 years of history,

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Brian Livingston
July 22, 2023 from 9:00 am to 11:00 am

10 Ways to Save $10K – Rescheduled

Shauna will be explaining how anybody with these 10 strategies mentioned in the presentation can save up to $10k. The presentation will include a brief overview of Tax Goddess. Exploring what tax strategies are and how they can be helpful for every taxpayer. The audience will learn about the “Aggression Scale” that has been built by TaxGoddess, which is 100% exclusive to Tax Goddess and very helpful for all. Shauna will walk through the 10 strategies. ABOUT THE PRESENTER Shauna

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Shauna Wekherlien
May 6, 2023 from 9:00 am to 10:00 am

5 Must-Knows About Retirement Spending

One of the most difficult questions in retirement planning is how much retirees can safely spend without prematurely depleting their assets. Morningstar’s director of personal finance and retirement planning Christine Benz will discuss key factors to bear in mind as you develop a safe and livable in-retirement spending rate. She will also share what current conditions–higher interest rates, declining stock prices, and high inflation–mean for in-retirement spending going forward. Finally, she’ll look at the interplay between your in-retirement spending and

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Christine Benz
March 18, 2023 from 9:00 am to 11:00 am

Protect Your Investments: An Update from the SEC

Our speaker is Tom Manganello from the U.S. Securities and Exchange Commission’s Office of Investor Education and Advocacy. Tom will provide an overview of the SEC’s mission and provide updates on key initiatives, as well as discussing tenets of sound investing and types of investment fraud that the SEC’s Enforcement Division encounters. The presentation will also cover ways you can protect your investments and SEC resources that can assist your efforts. ABOUT THE PRESENTER Tom Manganello is a senior counsel

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Tom Manganello
January 18, 2023 from 6:00 pm to 8:00 pm

10 Ways to Save $10K

Shauna will be explaining how anybody with these 10 strategies mentioned in the presentation can save up to $10k. The presentation will include a brief overview of Tax Goddess. Exploring what tax strategies are and how they can be helpful for every taxpayer. The audience will learn about the “Aggression Scale” that has been built by TaxGoddess, which is 100% exclusive to Tax Goddess and very helpful for all. Shauna will walk through the 10 strategies. ABOUT THE PRESENTER Shauna

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Shauna A. Wekherlien, CPA
November 17, 2022 from 10:00 am to 11:00 am

What You Should Know about Closed-end Funds

Closed-end Funds (CEFs) are unique funds that few investors understand well. They account for a very small market, but the long-time users who know well how they work are very dedicated. There are also those investors who think they understand CEFs and take risks that they shouldn’t. Listen to this presentation to learn about CEFs. ABOUT THE PRESENTER Mariana Fariña, CFA, is managing director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute (WFII). The GMR team

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Mariana Fariña, CFA
September 21, 2022 from 6:00 pm to 8:00 pm

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