September 2026 Webinar NOTICE

Saturday, September 19, 2026

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

Peter Lazaroff – AAIILA speaker headshot
Peter Lazaroff
Chief Investment Officer, Plancorp

Peter Lazaroff, CFA, CFP®, is Chief Investment Officer at Plancorp, a national RIA with $10 billion in assets under manager, where he chairs the investment committee and oversees the development and implementation of investment policies. As the firm’s senior investment leader, he is responsible for guiding Plancorp’s investment philosophy, portfolio strategy, and broader strategic direction. Peter is the host of The Long Term Investor podcast, author of Making Money Simple, and author of the forthcoming book The Perfect Portfolio, available September 2026. Over nearly two decades in the profession, Peter has built a national reputation as an educator with a rare ability to simplify complex financial matters. His work has appeared in The Wall Street Journal, Forbes, Investopedia, and the Journal of Financial Planning, and he has served on numerous industry advisory boards.

The Perfect Portfolio: A Practical Framework for Better Investment Decisions-and Tax-Smart Ways to Get There

Building the right portfolio is not just about finding good investments. It also requires knowing when added cost and complexity are justified—and how to make changes when taxes stand in the way. Drawing from his new book, The Perfect Portfolio, Peter Lazaroff will share a practical four-question framework for making those decisions and moving from highly appreciated holdings toward a more diversified portfolio.
Attend this talk and learn…
  • A simple four-question test for deciding whether any investment idea deserves a place in your portfolio.
  • How to choose among factor and index strategies, alternatives, active or index bond funds, and individual bonds—without chasing performance or paying for complexity you don't need.
  • How to diversify highly appreciated investments without letting the tax bill keep you trapped—including when simply selling may still be the smartest move.

TOPIC 2

Wes Moss – AAIILA speaker headshot
Wes Moss
Managing Partner & Chief Investment Strategist, Capital Investment Advisors

Wes Moss, CERTIFIED FINANCIAL PLANNER®, is Managing Partner and Chief Investment Strategist at Capital Investment Advisors, a fee-only SEC Registered Investment Adviser with over $8.1 billion* in assets under management. A dedicated financial educator, Moss has spent his career helping Americans retire sooner and happier through his research-driven Retire Sooner Method. Moss is the author of several books, including What the Happiest Retirees Know, and host of the long-running Money Matters radio show and the Retire Sooner podcast. A regular Forbes contributor and frequently quoted media source, Moss lives in Atlanta, where he leads a team committed to helping families find purpose and financial security in retirement.

Unveiling the Financial and Lifestyle Secrets of the Happiest Retirees

Ever wonder if there is a way to guarantee a happy retirement? In this talk based on his new book, The Retire Sooner Method, best-selling author and CERTIFIED FINANCIAL PLANNER™ Wes Moss goes beyond traditional money advice to provide an easy-to-follow lifestyle blueprint that correlates to a 96 percent chance of lasting retirement happiness. Moss will highlight what his proprietary research reveals about retirement in America today. Moss will explain how to master the five secrets of the happiest retirees and identify the “Money Green Zones,” helping attendees trade retirement anxiety for a practical path to freedom.

Attend this talk and learn…
  • The 5 item retirement checklist that yields a 96% happiness rate
  • The 15 minute health gap that separates happy retirees from the rest
  • The "second act" gap between happy and unhappy retirees

WEBINAR ACCESS INFORMATION

 

Prepay $15 for the Webinar

 

First-time Guests may attend free after registering on this link https://aaiila.org/september-2026-first-time-guest-registration/

 

 

THIS PURCHASE SITE WILL CLOSE ON FRIDAY, September 18 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, September 11, and Friday, September 18, 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.
div#stuning-header .dfd-stuning-header-bg-container {background-image: url(https://aaiila.org/wp-content/uploads/2017/02/ch-1.jpg);background-size: initial;background-position: center center;background-attachment: initial;background-repeat: initial;}#stuning-header div.page-title-inner {min-height: 650px;}