SATURDAY, November 9, 2024
AAII Retirement and Investing Group
10:00 am to Noon
NOTE: Location — Zoom Webinar
Your Computer, Tablet or Smart Phone
TOPIC 1
Portfolio Overwriting: Covered Call Writing Buy-And-Hold Stocks Increasing Profits and Avoiding Tax Issues
Alan Ellman, President of The Blue Collar Investor Corp
A buy-and-hold portfolio can generate 8% to 10% per year. Can we increase these yields by selling stock options while, at the same time, dramatically decreasing the probability that we have to sell our shares and pay taxes on our capital gains? The answer is a resounding “yes.” With a Portfolio Overwriting strategy.
Portfolio Overwriting is a strategy that can benefit millions of investors seeking to enhance portfolio returns using a low-risk covered call writing-like strategy. Traditional covered call writing also will be discussed to demonstrate comparisons between the two strategic approaches.
Dr. Alan Ellman is president of The Blue Collar Investor Corp and author of nine best-selling books on covered call writing and selling puts. His fourth book, Stock Investing for Students, is now required reading at several colleges. He has also produced several video courses, published hundreds of articles, produced hundreds of videos on this subject, and is a frequent guest on the Options Industry Council’s Wide World of Options, StockCharts TV, and The Money Answers Radio program. You can contact Dr. Ellman at alan@thebluecollarinvestor.com or through his website: https://thebluecollarinvestor.com/minimembership/ .
TOPIC 2
Scams and Fraud
Evan Press CFP®
Everyone has received innumerable emails and phone calls trying to separate your money from you. Evan will review old and new favorites. But what do you do if your Personal Information is stolen from a third party, your bank, a credit card, or an employer? Not your fault, but your responsibility to straighten it out. Learn what you can do to protect yourself before anything happens, and what to do if your Personal Information was stolen and used by the bad guys.
Evan Press is a retired Certified Financial Planner, CFP®, and Vice President of the L.A. Chapter of AAII.
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.
While the meeting is free to everyone, we would appreciate donations to the Chapter. To donate, click HERE.
WEBINAR ACCESS
AAII LA Chapter Retirement Group Meeting
Saturday, November 9, 2024
10:00 am – 12:00 pm Pacific Time (US and Canada)
Join Zoom Meeting
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Meeting ID: 690 014 6444
Passcode: 8412
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Questions? Contact: Evan Press, EvanLPress@gmail.com
818.613.0869