Meetings

We are moving to an online meeting format.

Our next meetings:


May Meeting

Date:  5/16/2021

Time:  2PM PT

Topic:  Estate Planning for Each Season of Your Life. Click Here for Presentation.

Speaker: Nancy Williamson Esq.

NOTES:  Space is limited to 100; RSVP required.  This is joint recorded meeting with Sacramento


Our meetings in 2021:

  • 4/10/2021, 10:30AM PD,  Beyond CDs and Bonds. Click Here for Presentation. by Harry Sit.  Joint meeting w/Sacramento.
  • 3/21/2021, 2 pm PST. March Madness.  All Members are invited to bring their questions or a topic they would like to discuss.
  • 02/20/2021: Tools to Save Money on Healthcare by Joanne Rodrigues. Click Here for Presentation.
  • 1/19/2021: Joint meeting with San Jose, Sacramento & San Diego—A conversation with JL Collins Author of “A simple path to Wealth”.  No Handout.

Our meetings in 2020:

Our meetings in 2019:

  • Our meetings in 2018:

      • February 17 at 11:30 AM at Harry’s Hofbrau.  Roundtable discussion following up on January’s topic.  There’s more info on the Bogleheads forum.
      • March 12 at 7:00 PM at the Saratoga Library.  The topic is Achieving Early Retirement Through Financial independence.  More detailed information can be found on the Bogleads forum.  Topics include:
        • Living below your means
        • How to access retirement funds early without paying penalties
        • Why a very long retirement (50+ years) doesn’t require much more money than a 20-30 year retirement
        • Healthcare planning`
      • April 19 at 7:00 at Merrill Gardens in Campbell.  Panelists Rick Huang, Greg Dietrich, and Thomas Wang opined on: How are you preparing for the next bear market?  The meeting notes are here.
      • May 10 at 7:00 at Merrill Gardens in Campbell–an Investors’ Roundtable panel and Q&A. The meeting notes are here.
      • June 14 at 7:00.  The speaker was Maureen O’Connell, JD on What You Need to Know About Estate Planning
      • July 16 at 7:00.  TWO topics:  Wild Cards and Black Swans:  What are they and how to prepare – by Arun Koparkar AND Treasury Securities by Jim Cosgrove.  Jim’s presentation is here.
      • September 20 at 7:00.  Jim Cosgrove presented Creating Your Financial Wellness Checklist.
      • November 12 at 7:00.  Steve Yang led a review and discussion of Ray Dalio’s book, “Principles for Navigating Big Debt Crises”.  Steve’s review is here.  The book is available as a free download here.

 Our meetings in 2015 – 2017 are here.

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