SV-AAII: 1)Charitable Planning in a New Tax and Giving Environment; 2)To Im...

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Shoup Park Garden House

400 University Avenue

Los Altos, CA 94022

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1. Charitable Planning in a New Tax and Giving Environment

In 2017, charitable gifts surpassed $400 billion for the first time in U.S. history with nearly three quarters coming from individual donors. Learn about strategies for being more impactful with your charitable giving, including utilization of the best asset, determining a suitable vehicle, engaging your family and legacy creation. Come away with an action plan to increase the tax value and personal fulfillment of supporting the causes most dear to you.


  • How to maximize impact and tax deductions for your charitable giving

  • Perspective on the Tax Cut and Jobs Act and its effects on charitable giving

  • Available giving vehicles including donor-advised funds

Our speaker....

Julia Reed

Principal & Adviser, Compass Investments LLC

Julia Reed, serves financial advisers, family offices and donor communities on the West Coast. She provided charitable planning consultation and resources to wealth management professionals and their clients for more than a decade. She is an expert on all aspects of effective philanthropy, including complex assets, legacy planning and social impact strategy.

2. To Improve Performance, Ditch Emotions, Instincts and Overconfidence

It is widely acknowledged that individual investors underperform the market averages over the long term. Over the past 20–30 years a huge body of academic research has provided enlightenment on this phenomenon. It is not financial or economic research, it is behavioral research. And it is showing that the best way to improve your investment performance is to change your behavior, not your strategy. The financial industry has embraced this message, as financial degrees and certifications now require education in behavioral finance. Individual investors have even more to gain by modifying their behavior as well.


  • How much individuals underperform the market averages

  • What the key behavioral factors are that hinder investment performancep

  • How investors can begin to improve their performance by addressing their behavior

Our speaker....

Richard Lehman, Ph.D.

Author, Investment Adviser; Instructor, U.C. Berkeley LLC

Richard Lehman, is Ph.D., is an instructor on behavioral finance at University of California Berkeley Extension and author of several books on investor behavior and option strategies. He spent over a decade working for brokerage firms on Wall Street and the New York Stock Exchange. He runs his own investment advisory firm and launched a website dedicated to behavioral finance.


If you haven't been to the Garden House here is a photo of the interior...

You can take an interactive tour of the interior of the facility here.

You can take an interactive tour of the exterior here

Getting to the Garden House at Shoup Park

Below are a few maps with links to the Google maps -- starting with getting there from South San Jose...

Getting there from the east bay...

And from San Mateo...

And a close up once you get into the area...

and the layout of theinterior, parking and such...

We're webcasting this session live....

This season the chapter will be webcasting as many of our events "live" from our Shoup Park Garden House location as circumstances allow. We strongly encourage you to attend our events in-person if you're in the area and your schedule permits. (We love seeing and interacting with our members.) However, if you're out of area or your Saturday schedule can't afford the extra commute time, feel free to attend via webcast.

All participants will get the option to attend in person or remotely via the webcast -- the choice is yours!

  • If you're participating live at our Shoup Park Garden House location our speaker will be presenting live just as in the past.

  • If you're participating via webcast, you'll be able to interact with the speaker, ask questions, etc. via the webcast chat window. (Board members will ask your questions on your behalf.)

  • With the speaker's permission, we'll have copies of the speaker's slides available for download at our website before the event begins

  • After the event all participants -- live at Shoup Park or remote via webcast -- will get access to recording of a session.

We're working hard to allow our members the choice to particpate live or via webcast based on their needs. We hope this makes our events both more enjoyable and accessible to you.

-- The AAII-SV Chapter Board

OK, so how does this webcast thing work???

It's pretty simple, really...

  • You buy your ticket, you get an email confirming your purchase, and we log your email address.

  • On the Thursday before the event we send you an email with the link to the event and directions on how to log on to Zoom (our webcast tool). We'll repeat this email on Friday.

  • The morning of the event we'll send you the password to enter the event (you can enter starting at 8:30)

  • When you enter the webcast you'll see some of our slides on the screen. (BTW, we'll mute your audio and disable your camera so there aren't any distracting pictures, videos or sounds.)

  • You can ask questions at any time via your chat window. (You must use the Zoom applicaiton to use the chat window.) Your hard-working Board members will capture your questions and ask our speaker your questions.

  • That's it!!

For those eager-beavers who just have to study ahead and find out more....

Let us know if you have any questions!

More Information on the event...

  • If you haven't visited us in a while, You'll notice that we've lowered our pricing so early registration is $15 and late registration is $20

  • Students under 25 (with ID) enter Free. (No registration required, show ID at Registration Desk)

  • No refreshments (e.g., coffee) are provided -- plan accordingly.

  • To have a bit of fun, we raffle off investment books, event tickets and other items

  • If you are a 4Ever ticket holder or hold a Guest Pass we ask you to register by mailing your 4Ever ticket or Guest Pass in with the registration form. If you don't pre-register you can still bring your 4Ever ticket or event pass to the registration table -- but you're subject to space availability restrictions.

  • Our concierge table provides you with speaker and AAII-SV handouts, AAII information, a book swap area (bring a book, take a book), hand outs from past speakers, and other "good stuff". Better yet, there is always a Board member or two present where you can ask questions, provide event feedback, make suggestions, etc.


8:30 AM - Registration (The webcast will be up at this time)

8:45 AM - Meet the Board Session

8:55 AM - Chapter Announcements, Speaker Introduction

9:00 AM - Presentation

11:30 AM - Q & A

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Date and Time


Shoup Park Garden House

400 University Avenue

Los Altos, CA 94022

View Map

Refund Policy

No Refunds

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