Saturday, January 17, 2026
This chapter meeting will be held as a Combo event:
(1) in person in the HOTEL Angeleno, and (2) by Zoom Webinar
HOTEL ANGELENO/WEBINAR PROGRAM will start at 9:00 a.m. PST
*** REGISTRATION IS REQUIRED ***
SEE HOTEL ANGELENO/WEBINAR MEETING ACCESS DETAILS FOLLOWING THE DESCRIPTION OF THE PROGRAM
PROGRAM INFORMATION
TOPIC 1
Richard Barnett is Chief Investment Officer of Highline Wealth Management and oversees the firm’s investment philosophy, process and implementation. He is also a Wealth Advisor serving families and foundations. With over 30 years of financial services experience, Rich brings his expert knowledge in investments, wealth planning, portfolio management and investment advise to clients and other professional partners. Before joining Highline, Rich served as SVP and CIO of the Western Region of Northern Trust. In this role he managed a number of high profile institutional and private portfolios. Rich is a Chartered Financial Analyst (CFA), Certified Management Analyst (CIMA), a past president of the CFA Society of Los Angeles, and former head of the Technology Committee of the CFA Institute.
Are We Investing or Gambling in 2026?
It’s Getting Hard to Tell
It’s January, and Richard Barnett will present major Wall Street firms’ collective outlook for 2026 examining key themes such as AI. Richard will also share his firms outlook. His talk will explore the rise of prediction markets and convergence with traditional investing. He will review recent developments in digital assets and their current implications for investing. Finally, he will examine the latest themes on retirement withdrawal rates examining Bill Bengan’s new book and explore alternative approaches.
Attend this talk and learn…
TOPIC 2
Kevin Lum, CFP®, is the founder of Foundry Financial, a retirement-focused advisory firm dedicated to helping frugal savers retire with confidence. His YouTube channel, Retirement Made Simple, has reached millions of viewers and is known for breaking down complex financial topics into warm, practical guidance. Kevin is also the author of an upcoming book on modern retirement planning and hosts a podcast exploring the habits, decisions, and systems that help people retire without worry. He lives in Los Angeles with his wife and daughter, where he splits his time between advising clients, creating content, and searching for the perfect cup of coffee.
Retire Without Worry: The New Rules for Living Well After Work
Most people think retirement is a math problem, but the truth is your portfolio is only one piece of the puzzle. Real confidence comes from aligning your money with your purpose, understanding the risks that genuinely matter, and building a plan that adapts as life changes. In this talk, Kevin breaks down what the best retirees get right—and why so many people unintentionally underspend and miss out on the life they worked so hard to create.
Attend this talk and learn…
HOTEL ANGELENO/WEBINAR
ACCESS INFORMATION
Prepay $15 for the HOTEL Angeleno meeting or $15 for the Webinar, or pay $20 at the door
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, January 16 AT 6 PM.
CLICK HERE TO PREPAY FOR THIS HOTEL ANGELENO/WEBINAR MEETING