Meetings

Our next meeting is

September 20 at 7:00.

First, Christina Salumaa will announce our Venue Discovery contest. You might have noticed, we’re using all the available chairs at our meetings. It’s time to find a larger space. Christina will fill us in on the details. There will even be prizes!

The featured topic of the evening will be Creating Your Financial Wellness Checklist.  Jim Cosgrove will cover:
  • What is a Financial Wellness Checklist?
  • Getting clear about your life and finances.
  • When to do one.
  • Using it to make important life and financial decisions.
  • You’ll receive a template and Jim will guide you through the steps of creating your own Financial Wellness Checklist.
If you think “financial planning” is a long, drawn out, mathematically complicated thing, STOP!  It’s not.  Come to this meeting and you’ll walk out with more confidence about your life and your money. This would also be a great meeting to bring a reluctant spouse or a friend who is intimidated by all that financial stuff.

We will meet at Merrill Gardens in Campbell.  Here’s the information about parking and facility use.

  • For more discussion, join our mailing list.

    Our previous meetings in 2018:

      • January 30 at 7:00 PM at the Saratoga Library.  Alan Baker presents Avoiding Fraud and Identity Theft by Securing Your Digital Assets
      • 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.

 Our previous meetings in 2015 – 2017 are here.

 

The URL shortner for this page is https://bit.ly/2DXUmHt

Contact

You are welcome to join our mailing list.  Meeting announcements are published there and members post questions and answers.

For more information, send an email to info@southbaybogleheads.com

The URL shortener for this page is https://bit.ly/2GHEQ43

DISCLAIMER: The content of our meetings, our website, and the emails sent through our mailing list were prepared by members of the South Bay Bogleheads for informational purposes only and are not intended to and do not constitute investment advice, nor are they intended to create or constitute an advisor-client relationship. South Bay Bogleheads does not approve or endorse any user generated content, nor does it have control over the quality, correctness, timeliness, safety, truth, accuracy or legality of user-generated content. You may find such content offensive, harmful, or inaccurate. You should not act upon this information without seeking guidance from qualified professionals or performing their own due diligence. Past performance and future projections are no guarantee of future returns. Investing involves risk and possible loss of your money. South Bay Bogleheads reserves the right, but is not obligated to remove or edit user-generated content.