May Main Event: Investing in Uncertain Times

May Main Event: Investing in Uncertain Times

This month we welcome back 2 previous speakers to give their perspectives on investing right now.

By AAII Silicon Valley Chapter

Date and time

Saturday, May 10 · 9am - 12pm PDT

Location

Online

Refund Policy

Refunds up to 7 days before event

About this event

  • Event lasts 3 hours

TOPIC 1: Managing Wealth in 2025

Many investors feel stuck right now, and for good reason. It’s hard to know what’s the right move to make when you’re concerned about the economy, baffled by the stock market and worried that your investment plans are no longer valid. Our first speaker will give her insights on how she is guiding her clients now. Kristina Kuprina is President of Sequoia Wealth Advisors, which she founded to help others achieve Financial Consciousness -awareness and understanding of how financial decisions affect the rest of your life.

TOPIC 2: Dividend Investing: A Personal Journey

Andy Prophet is a longtime student of investing, a retiree and has been an AAII member for over 30 years. He has been on an 18-year journey to build a steady growing stream of dividend stocks. Join us in a sharp departure from traditional investing to learn about investing for a steady income stream. Andy Prophet will walk through common tools and techniques to build and manage a portfolio. Since most AAII members are self-directed investors near or in retirement, learning how to set up a portfolio, minimize risk and grow income can be critical to a comfortable retirement. This presentation is a personal journey in managing a dividend income portfolio and exploring guidelines for managing risk.

Highlights:

  • How to invest for a steady income stream
  • Common tools and techniques to build and manage a portfolio
  • Basic guidelines for managing risk


About This Meeting

Silicon Valley AAII will offer this Webinar for free, and encourage members who can to donate $5 or $10 to attend our main events. Funds from our main events help cover costs for our hosting services and other chapter activities including free meetups.

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Organized by

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.  More information about AAII-Silicon Valley can be found at: our Chapter webpage, or our Meetup page.  We have an active Computerized Investing  sub-group as well.  

Questions?? Contact us via email. 

AAII Mission:

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.

More information about AAII can be found at AAII's webpage.

The legal stuff.... (Sorry, it's required)

The AAII Silicon Valley Chapter and its directors offer their social media and website pages for educational purposes only. The opinions expressed here are not necessarily those of AAII or the AAII Silicon Valley Chapter, whose only intent is to provide a background for understanding investment, personal finance and wealth management theory and practice. Nothing on these sites should be considered solicitations or offers to buy or sell any financial instrument or specific trading advice for individuals. The appearance of information or links to other sites does not constitute endorsement by AAII, the AAII Silicon Valley Chapter or their directors. Investing and trading carry risk and may not be suitable for everyone; we recommend augmenting the information here with advice from a financial professional. Any investment information is provided without consideration of your financial sophistication, financial situation, investing time horizon, or risk tolerance. The AAII Silicon Valley Chapter and its directors make no representations of accuracy and assume no responsibility

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