Our next meeting will be November 12th. Watch this spot for more information.
Meeting notices are posted here, on the Bogleheads forum, and our email list.
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.
- September 20 at 7:00. Jim Cosgrove presented Creating Your Financial Wellness Checklist.
Our previous meetings in 2015 – 2017 are here.
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