October 2026 HOTEL Angeleno /Webinar NOTICE

Saturday, October 17, 2026

Hotel Angeleno/Webinar Combo Event

Program starts at 9am PST, registration required

PROGRAM INFORMATION

TOPIC 1

Terri Spath – AAIILA speaker headshot
Terri Spath, CFA, CFP®
Founder and CEO, Zuma Wealth Management

Terri Spath, CFA, CFP®, is a renowned investment expert with more than a quarter-century of experience successfully navigating markets through booms, busts, and everything in between. Prior to founding Zuma Wealth, Terri earned top marks managing billions in assets at industry giants like Franklin Templeton and Mercer Advisors. She launched her career on Wall Street and at Fidelity Investments. Her expertise is rooted in a suite of credentials including an MBA from Columbia University, the CFA charter, and the CFP® certification. A regular guest on CNBC and Bloomberg TV, Terri is praised for making complex financial concepts simple. She was named a “Top 10 Inspiring Women of 2022” and shortlisted for the Women in Asset Management awards.

The Perfect Storm: AI Hype, Higher Rates & What Investors Need to Know

Markets are being influenced by three powerful forces that traditional investment approaches weren’t designed to handle. Learn how to turn today’s perfect storm of AI speculation, persistent volatility, and higher-for-longer interest rates into strategic investment advantages.
Attend this talk and learn…
  • Separate AI reality from hype – Identify which AI narratives and investments have lasting value and which are speculative.
  • Build volatility-resistant portfolios – Learn why the traditional 60/40 portfolio is dead and discover new strategies to profit from (not just survive) market swings.
  • Master the higher-for-longer rate environment – Understand how elevated interest rates create both risks and opportunities in fixed income, and how to optimize your bond allocation for today's macro landscape.

TOPIC 2

Ron Witter – AAIILA speaker headshot
Ron Witter
Founder & President, Witter Wealth Management of Tower 68 Financial Advisors

Ron began his career with Dean Witter which merged with Morgan Stanley in 1987, with Ron serving nearly 35 years working for these two firms as a Wealth Advisor and Portfolio Manager. He then moved his practice to Stifel, before founding Witter Wealth Management of Tower 68 Financial Advisors in 2024.

Taxes and Retirement

This talk will focus on the mistakes many professionals make in managing taxes during retirement and how to avoid them.

Attend this talk and learn…
  • Identify common tax and retirement planning mistakes made by professionals
  • Explain how seemingly reasonable decisions can trigger higher taxes, Medicare Premiums, and/or reduce flexibility
  • Provide practical steps attendees can use to recognize and avoid these mistakes

HOTEL ANGELENO/WEBINAR ACCESS INFORMATION

 

Prepay $15 for the Hotel Angeleno or Webinar

 

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

 

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

 

Please Note:
(1) A webinar registration link for this event will be emailed to payees on two dates: Friday, October 9, and Friday, October 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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