Chapter Meetings

Elisabeth Kashner – Ask the Expert: Your ETF Questions Answered Summary: Elisabeth will answer questions from our Puget Sound Chapter members and Puget Sound Money News email list recipients. The questions Elisabeth will answer can be found at this link: QuestionsforElisabethSept2025-FinalList.pdf If time allows, Elisabeth will answer additional questions. If you have additional questions, please send them to eventbrite@aaiips.org Please use the subject line “Elisabeth Kashner.” ABOUT THE PRESENTER Elisabeth Kashner, CFA,  — serves as Director of Global Funds Research

Paul Merriman: Boost Returns, Not Risk Summary: For the last 60 years investing has gone from favoring Wall Street over the investor’s best interest to favoring the investor over Wall Street. Investors are now well served with broader diversification, lower fees, lower taxes, greater liquidity and more sources of dependable information. Even though the investor is well served, there are some decisions that need more investigation that could lead to better units of return per unit of risk. In this

Ask the Expert: Your ETF Questions Answered Summary: Elisabeth will answer questions from our Puget Sound Chapter members and Puget Sound Money News email list recipients. You can send your questions for Elisabeth to eventbrite@aaiips.org Please use the subject line “Elisabeth Kashner.” You can read her biography below to determine her areas of expertise and construct your question(s) accordingly. We would like to have your questions submitted by August 10, 2025. ABOUT THE PRESENTER Elisabeth Kashner  , serves as Director

Investing Beyond Gut Feeling: The Mental Model Advantage Summary: Mental models are indispensable for making wise investment decisions. They provide a blueprint that makes sense of the world and provides rules of conduct for any given situation. Mental Models act as a filter that reduces the “noise” that interferes with our ability to make wise decisions. As a result, mental models bring order and clarity to decision-making. What you will learn: Mental models are indispensable for making wise investment decisions.

Secure Your Legacy: Estate & Legal Planning Strategies Summary: What key steps should individuals take to ensure their assets are protected and smoothly transferred to their loved ones? Estate planning is an essential tool for avoiding probate, minimizing taxes, and ensuring your wishes are honored. In this session, Gerald Sprute will walk attendees through the most critical legal documents, common pitfalls in estate planning, and best practices in caring for yourself, and leaving a meaningful legacy for families. This discussion

If it’s not one thing, it’s another in the Bond Market Summary: Last year’s interest rate predictions from the Wall Street gurus turned out to be wrong. Bond market predictions were pervasive and confusing. This presentation features a constant drumbeat that individual bonds are a superior investment over exchange traded or open-end bond funds. We’ll cover the perilous sinkholes to avoid and the gems to purchase for corporate and municipal bond investors. Each slide features actionable items. Buckle up. This

Obscure Social Security Rules That You Should Know Summary: Learn key Social Security rules to avoid costly mistakes, understand overpayments, the earnings test, and optimize your claiming strategy. What you will learn: 1. Understand the causes of overpayments, how to avoid them, and the critical actions to take if the SSA sends you an overpayment notice, 2. Learn when and how the withdrawal of an application or voluntary suspension of benefits can be beneficial to your Social Security claiming strategy,