Registration, Coffee and Book Exchange: 8:30 AM Seminars: 9:00 AM to Noon
MEMBERSHIP IN AAII IS NOT REQUIRED
LIFE STRATEGIES plus FACTOR INVESTING
APPEARING ON CENTER STAGE . . .
Research Scholar, Stanford Center on Longevity
“STRATEGIES FOR A HEALTHY, FINANCIALLY SECURE AND FULFILLING LONG LIFE”
We face game-changing challenges in our retirement years, including the decline of traditional pension and retiree health plans, stock market crashes that can derail our retirement and sky-high medical and long-term care costs. The decisions you’ll make as you transition from your career years into retirement will have a significant impact on your quality of life for the rest of your life. While financial security is critical, you’ll do best by integrating and nurturing your financial resources, health, personal capabilities and social networks. You’ll also want to purposefully tap the power of behavioral economics and psychological science to help you succeed.
How to generate lifetime retirement income
How to protect yourself against high costs for medical and long-term care
How to nurture your health and well-being
Steve Vernon is a research scholar at the Stanford Center on Longevity, and is president of Rest-of-Life Communications. For more than 35 years, Vernon has helped Fortune 1000 employers design, manage and communicate their retirement programs. Vernon writes a twice-weekly blog column on retirement strategies for CBS MoneyWatch. He has recently published his seventh book: “Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life” (Rest-of-Life Communications, 2018). Vernon currently serves as a member of the Institutional Retirement Income Council. He is a fellow in the Society of Actuaries and graduated summa cum laude from University of California, Irvine, with a double major in mathematics and social science.
Executive Vice President of Business Development, Mercer Advisors Inc.
“THE SCIENCE BEHIND FACTOR INVESTING, WHY IT WORKS AND HOW TO IMPLEMENT”
Doug Fabian is an astute market observer and will begin his talk by discussing the post-election environment for the markets from the recent election and from a historical point of view. Factor investing is a scientifically based approach to investing in certain segments of the market that can be easily identified. The results based on over 80 years of stock market history and peer-reviewed academic research, are amazing. Fabian will share the science, logic and research of five different factor models that can be implemented using exchange-traded funds (ETFs). Factor investing can improve your results and lower the volatility of your portfolio for a smoother ride in up and down markets.
What factor investing is, why it works and how to implement it using exchange-traded funds (ETFs)
How factor investing can be applied to international markets
The scientific evidence behind the factor investing strategy
Doug Fabian has been educating investors for more than three decades. Prior to joining Mercer Advisors Inc., he was the president of his own wealth management company, Fabian Wealth Strategies and the editor of Successful ETF Investing, formerly the Telephone Switch newsletter. Fabian is a well-known radio show host and podcaster passionate about helping investors achieve economic freedom. He was an early adopter of exchange-traded funds (ETFs) and will share his insights on factor investing, markets and ETFs.
Seminar Schedule at the Skirball Center:3rd Saturday of each month, except
no meetings in August or December: Remaining meetings in 2018: 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.
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.
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