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College Savings:Investing in the Future & Withdrawal Strategies for Your Retirement Portfolio

AAII Silicon Valley Chapter

Saturday, February 8, 2014 from 9:00 AM to 11:00 AM (PST)

San Jose, CA

Ticket Information

Ticket Type Sales End Price Fee Quantity
Advanced Registration by February 4, Sorry, no refunds
IMPORTANT NOTE: Tickets (AFTER Feb 04) are $35.00 per attendee on space available basis. REGISTER EARLY!
Ended $25.00 $0.00
Late Registration by February 6, Sorry, no refunds Ended $35.00 $0.00

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Event Details


College Savings:"Investing in the Future"

Saving for tuition doesn’t have to be so taxing. Discover tax-advantaged strategies to save for the education of your children and grandchildren—or even yourself. Adam Frieg help you estimate savings goals, understand available alternatives, and show you some ways education savings can support your estate planning goals. It’s never too late to learn.

Attend This Meeting to Learn:

  • About available college savings options
  • Eligibility requirements and key features of tax-advantaged savings strategies
  • Get a sense for which options may be best for you

Discussed By: Adam Frieg 

Adam Frieg has been with Charles Schwab for over four years and has worked in the financial services industry for nine years. Working in the Cupertino branch of Charles Schwab, he helps clients invest and plan for their goals. He earned his AAMS designation, has the Series 7 and 66 licenses, and received a B.A. from Westmont College.

 

 

Withdrawal Strategies For Your Retirement Portfolio

Most people spend decades accumulating a retirement portfolio, and expend much time and effort in managing this nest egg. However, little thought is given to withdrawal strategies. This talk discusses
practical ways to optimize withdrawals so that the portfolio lasts throughout the retirement years.

Attend This Meeting to Learn:

  • Bengen's four percent drawdown rule
  • Bucket strategies
  • Practical drawdown techniques

Discussed By: Fred Smith 

Fred Smith is a long-term board member of the Silicon Valley chapter of AAII. He retired in 2006 from the semiconductor industry, where he held various engineering and management positions. Currently he is a registered investment adviser with a financial planning practice in Los Gatos.


Have questions about College Savings:Investing in the Future & Withdrawal Strategies for Your Retirement Portfolio? Contact AAII Silicon Valley Chapter

When & Where



San Jose Airport Garden Hotel
1740 N 1st St
San Jose, CA 95112

Saturday, February 8, 2014 from 9:00 AM to 11:00 AM (PST)


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Organizer

AAII Silicon Valley Chapter

The AAII Silicon Valley Chapter is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

http://siliconvalleyaaii.org/

AAII Mission Statement:

AAII local chapters are grassroots organizations led by volunteer AAII members, and allow AAII to extend its mission "person to person" to individual investors in their own communities by offering meetings that provide unbiased investment education in a social context.

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