MARCH 2024 Retirement and Investing Meeting NOTICE

SATURDAY, March 2, 2024

AAII Retirement and Investing Group
Saturday, March 2, 2024, from 9:30 am to Noon

 

NOTE: Location — Zoom Webinar

Your Computer, Tablet or Smart Phone

TOPIC 1

Investing Basics: Risk, The Power of Compounding, and a Smorgasbord of Bonds

Evan Press CFP®

Continuing our Investing Basics course, Evan Press CFP® will discuss the nature of financial risk, the power of compounding, and the smorgasbord of bonds available to the average investor. Financial risk is much more than the stock market going down one day or one week. The power of compounding is phenomenal when your investments are going up, but can be devastating when they are going down. Finally, the bond market is actually much larger than the stock market, providing investors with virtually limitless investment options. Learn your options and how to judge which may be right for you.

Evan Press is a retired Certified Financial Planner, CFP®, and Vice President of the L.A. Chapter of AAII.

TOPIC 2

The Perils and Pitfalls of Stock Market Timing

Jeff Heller, MBA

Do you long to out-perform the stock market or your friend at the gym who seems to always have a hot stock tip? Many investment advisors, pundits on television, newsletter writers and smart-money people have market timing systems “guaranteed” to give you an extra few points-of-return. All have been back-tested to work during every up and down in the market over the last ten or twenty years. Is this really the case? Market timing is a lot, and we mean a lot, more difficult than it looks. But no one talks about the challenges, perils, and pitfalls, of building a market-timing model. Until today. Jeff Heller will share the real challenges of building a market-timing model; the good, the bad and the ugly.

Jeff Heller has a Finance degree from San Diego State University and an MBA from Pepperdine University.  While he has never worked as an investment professional, Jeff has always been fascinated by economics and markets.  When he was 17 years old, he invested in egg futures, and lost his shirt in two weeks.  Based on this experience he thinks more about risk than return, developing his own style of investing which he calls "Safety First Investing."  Jeff is a Board Member of AAII Los Angeles and Co-Chair of the Chapter’s Program Committee. He can be reached at Jeffheller81@gmail.com

Team member
Evan Press, CFP(r)
Discussion Leader

Moderator: Evan Press, CFP®

Evan Press is a Certified Financial Planner, CFP®, and the Vice President of the L.A. Chapter of AAII.  As he slides into retirement, he spends time doing pro-bono financial and investment advising through three non-profits, Wings for Widows, Foundation for Senior Services and Savvy Ladies.

If you have questions about the meeting or suggestions for future meetings, please send an email to EvanLPress@gmail.com or call 818.613.0869.

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information, and research.

Open to the Public.
$10 donation requested.
To donate, click HERE  

WEBINAR ACCESS

 

AAII LA Chapter Retirement Group Zoom Meeting
Saturday, March 2,  9:30am – 12:00pm

Description: AAII Chapter Webinar is inviting you to a scheduled Zoom meeting.

Join Zoom Meeting

https://us02web.zoom.us/j/6900146444?pwd=cExqMmRMR21iRzgxTExiM1JiZFhDUT0
9&omn=87062605653

Meeting ID: 690 014 6444
Passcode: 8412

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Questions? Contact: Evan Press, EvanLPress@gmail.com
818.613.0869

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