LOS ANGELES CHAPTER - AAII CALENDAR

NEXT EVENT AT THE SKIRBALL CENTER

SATURDAY
JUNE 16, 2018

Registration and Coffee: 8:30 AM
Seminars: 9:00 AM to Noon

MEMBERSHIP IN AAII IS NOT REQUIRED

CLICK HERE


TODAY'S INVESTING plus ROCK YOUR RETIREMENT

APPEARING ON CENTER STAGE . . .

 

Justin McNichols

JUSTIN McNICHOLS

Chief Investment Officer,
Osborne Partners Capital Management 

“WHY MULTI-CLASS INVESTING IS POISED TO OUTPERFORM”

 

 

After nine years in a row of positive returns for U.S. stocks, 2018 is the year when high earnings growth and high valuation collide with rising interest rates and inflation. What will happen to U.S. stocks? Why are most investors only talking about U.S. stocks? How do top investors outperform in down markets?

LEARN...
  • Why U.S. stocks may underperform in the future

  • How the most astute investors achieve equity-like returns with less risk

  • When multi-asset class investing will once again outperform

 

Justin McNichols is the chief investment officer for Osborne Partners, has over 20 years of experience and became a principal of the firm in 2000. Previously, he was head of equity research at Wells Fargo Asset Management. McNichols has managed over $1 billion in separate account and mutual fund assets, and is a CFA charterholder.

McNichols is a member of the CFA Society San Francisco and CFA Institute. McNichols received a B.A. in economics and a MBA in finance from the University of California, Irvine.

 

 

Topic 2...

Roger Whitney

ROGER WHITNEY

Author & Creator,
“The Agile Retirement Process”

“HOW TO ROCK YOUR RETIREMENT IN THE
21st CENTURY”

 

Financial planning folks love math! It makes their job of advising easier. They extract numbers from your life, input them into their retirement calculator and use the result to tell you what you should do. But your life is not a simple math problem. Your life is a big mix of needs, wants, desires and dreams. To really rock retirement, you’ll need an agile approach that responds quickly to life changes and gives you the tools to make smart decisions.

All attendees will receive Roger Whitney’s book “Rock Retirement.”

LEARN...
  • Three critical ways traditional retirement planning can limit your golden years

  • Why it’s important for you to embrace uncertainty and learn to manage change

  • One error almost everyone makes in building an asset allocation policy

 

Roger Whitney, CFP, CIMA and CPWA, is a co-founder of WWK Wealth Advisors and the host of the award-winning podcast “The Retirement Answer Man.” He has been a financial planner for over 27 years. Each day he helps individuals and families plan for, transition into and live out their retirement. Whitney is a former instructor of retirement planning for the CFP certificate program at the University of Texas. He has taught wealth management at Texas Christian University.

Whitney’s recent book is called, “Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future” (Morgan James Publishing, 2017).

 

 


 

 
Seminar Schedule at the Skirball Center:
 
3rd Saturday of each month, except no meetings in August or December:
Remaining meetings in 2018: June 16, July 21, September 15, October 20, November 17.

 Skirball Cultural Center, 2701 N. Sepulveda Blvd. Located west of the San Diego Fwy. (I-405),
at the off-ramp to Mulholland Dr. and Skirball Center Dr.

Registration/Coffee
8:30 a.m.
Program

9:00 a.m. - noon

In Advance (six days prior to meeting) $12 per person,
mail check to AAII Los Angeles Chapter, PO Box 854, Santa Monica, CA 90406-0854
(Your check is your receipt and may take up to four weeks to clear.)

Click Here
to view or download a registration form in .pdf format. 

At the door  (space permitting only) $15 per person.

Location Map

Location Map

CHAPTER INFORMATION

Chapter President: Fred Wallace

For all questions or comments please email to: aaiichapter_losangeles@yahoo.com


Please note: It is not the policy of AAII, its local Chapters, officers or directors to promote any specific investments or techniques of analysis.  The opinions of speakers are their own and not necessarily those of AAII or the LA Chapter.  Attendees are advised that presentations are provided solely for informational purposes and should not be construed as an offer to sell or the solicitation of an offer to buy securities.  The opinions and analyses are based on sources believed to be reliable and presented in good faith. However, no representation  or warranty, expressed or implied, is made as to their accuracy, completeness, timeliness or correctness.  All investment information presented should be independently verified.  The investment information that is provided may not be appropriate for all investors as it is provided without consideration of attendees' financial sophistication, financial situation, investing time horizon or risk tolerance.