May 2025 Webinar NOTICE

Saturday, May 17, 2025

This chapter meeting will be held by Zoom Webinar only

 

The WEBINAR PROGRAM will start at 9:00 a.m. PST
*** REGISTRATION IS REQUIRED ***

 

SEE WEBINAR MEETING ACCESS DETAILS FOLLOWING THE DESCRIPTION OF THE PROGRAM

PROGRAM INFORMATION

TOPIC 1

Team member
Steve Chen
Founder and CEO of Boldin

Steve Chen is the Founder and CEO of Boldin, formerly NewRetirement, a holistic financial planning platform that includes software, classes, coaching, and expert advice, helping millions of people improve their financial wellness. The company has been recognized as the best retirement solution by Forbes and the American Association of Individual Investors (AAII). Before founding Boldin, Steve built venture-backed companies in education and financial services, and worked with organizations such as Charles Schwab, Dimensional Fund Advisors, and Fidelity. He holds a degree in Systems Engineering from Boston University and hosts a podcast where he interviews thought leaders in the financial industry.

Possibilities and Probabilities: Stress Testing Your Retirement Plans for Risks and Opportunities

Retirement isn’t a fixed path—it’s a range of outcomes shaped by markets, personal values, health, and life choices. This session shows you how to optimize your financial plan against both risks and opportunities using your own goals and resources. You’ll walk away with a clearer understanding of your retirement possibilities—and the levers you can pull to improve your odds of success.
Attend this talk and learn…
  • Why DIY planning improves financial outcomes and peace of mind
  • How to develop your baseline plan
  • The importance of stress testing your plan against 5 big risks
  • How to see opportunities to achieve your dreams: retire earlier, spend more, or increase your wealth

TOPIC 2

Team member
Alex Ebkarian
COO and co-founder of Allegiance Gold

Alex Ebkarian is COO and co-founder of Allegiance Gold, a leading full-service physical precious metals dealer. With over 20 years of experience
in investment and financial services, Alex’s passion for gold began as a child growing up in Lebanon. He witnessed firsthand gold’s role as a
safeguard during hyperinflation, and how it preserved its value and protected wealth during the Great Recession. Since 2017, Allegiance Gold
has built a reputation for excellence through education, transparency and strong relationships, earning an A+ rating from the Better Business Bureau (BBB).

Why Gold is in a Secular Bull Market—5 Trends Fueling Its Rise

Alex Ebkarian will focus on 5 key reasons investors should own gold today, including how gold fared under Trump 1.0, how Trump 2.0 policies affect precious metals, and why gold may appreciate at a 15% annual compound rate over the long term. He will address the different asset classes of gold (stocks, ETFs, physical gold), the pros and cons of each, and how duration of outlook (ROI) helps to determine suitability for investors, plus why long-term ownership-either within an IRA or outside- is a highly desirable investment providing various protections and benefits.

Attend this talk and learn to…
  • Understand the dynamics of the gold market, the geopolitical and economic factors fueling its rise, and why gold becomes a worthy long-term investment in diversified portfolios.
  • Have a clearer understanding of different asset classes of gold, the varying degrees of risk, volatility and time duration involved, and how to determine which asset class suits you
  • Understand the concept of owning vs. renting gold, and whether you should start by investing in coins or bars if you choose ownership

WEBINAR ACCESS INFORMATION

 

Prepay $15 for the Webinar

 

First-time Guests may attend free, but must contact the Assistant Webmaster at aaiilaasstwebmaster@gmail.com to inform him that you are a First-time Guest and give your name and email address

 

THIS PURCHASE SITE WILL CLOSE ON FRIDAY, May 16 AT 6 PM.
CLICK HERE TO PREPAY FOR THE WEBINAR MEETING

 

Please Note:
(1) A webinar registration link for this event will be emailed to payees on two dates: Friday, May 9, and Friday, May 16, after 6:00 pm.
(2) Annual Pass Holders will receive a “name tag pass” at the HOTEL Angeleno at each of the 2 HOTEL Angeleno meetings, and will also receive an email with the registration link for all 10 Webinar meetings.  You will have the choice of viewing the Webinar on screen or attending the HOTEL Angeleno in person. Your annual pass gives you access to HOTEL Angeleno or the Webinar for each of the two combo HOTEL Angeleno/Webinar events.
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