November 2026 Webinar NOTICE

Saturday, November 21, 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

Victoria Fernandez – AAIILA speaker headshot
Victoria Fernandez
Chief Market Strategist, Crossmark

Victoria Fernandez joined Crossmark in July 2012 and serves as the Chief Market Strategist. She works with the firm’s executive and research teams to analyze current market trends and provide comments to the media and public around Crossmark’s investment outlook on networks including Bloomberg, CNBC, Fox Business and Yahoo Finance. She is also responsible for managing the Crossmark Fixed Income Investment team while serving as Portfolio Manager for taxable fixed income products. Victoria began her career in 1994 at Fayez Sarofim & Company, a Houston-based financial advisory firm. Born and raised in Houston, Texas, Victoria remained in her hometown to earn her Bachelor of Arts from Rice University. She earned her MBA from the May’s Business School at Texas A&M University and is a CFA® Charterholder. As an active member of her community, Victoria has served on the boards of local nonprofit organizations and religious institutions. In addition, she stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in Literacy Strong, a local non-profit developed by her daughter to fight illiteracy.

From Turkey to Tinsel: Macro Trends and Your Portfolio This Holiday Season

With the holidays upon us, let’s take a seat at the table for a candid look at the forces shaping global markets: inflation, interest rates, growth, and policy. In this volatile environment, it is important to separate the risks to avoid from the opportunities worth unwrapping. We will break down the macro trends that matter most and show how they shape the way we invest for our clients. Don’t miss this chance to get a look at what’s under the tree this year for the markets.
Attend this talk and learn…
  • What has been driving yields higher and what that means for the equity market
  • Are we heading for a recession with an extensive hiking cycle?
  • What drives our investment thesis in this environment

TOPIC 2

Anthony Saffer – AAIILA speaker headshot
Anthony Saffer
CEO, One Degree Advisors

Anthony Saffer is a Certified Financial Planner™ professional and Certified Kingdom Advisor® with over 25 years of experience. He is the CEO of One Degree Advisors, a San Diego-based wealth management firm, and co-hosts the YouTube channel Retire Confidently, where he shares practical, case-study-driven insights on retirement income, tax planning, and investment strategy. Anthony is passionate about helping people retire with clarity and confidence.

Retire with $3M: Here’s What Life Actually Looks Like (A Case Study)

What does retirement really look like for a couple with $3 million saved? In this session, Anthony Saffer walks through a real (anonymized) case study — from their balance sheet and spending capacity to Social Security timing and portfolio construction. Attendees will see how a $3M portfolio actually translates into monthly income, what trade-offs come with that number, and how a coordinated plan brings tax, income, and investment decisions together. This is a numbers-on-the-screen, real-plan walkthrough, not a generic retirement overview.

Attend this talk and learn…
  • How to translate a portfolio balance into a true monthly spending number — and the system behind that calculation, not just a rule of thumb
  • How portfolio withdrawals interact with Social Security timing decisions, lifetime tax planning, and survivorship — what happens to a spouse's income if one partner passes first
  • How a real $3M retirement portfolio is structured to balance growth, income needs, and market downside risk

WEBINAR ACCESS INFORMATION

 

Prepay $15 for the Webinar

 

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

 

 

THIS PURCHASE SITE WILL CLOSE ON FRIDAY, November 20 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, November 13, and Friday, November 20, 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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