American Association of Individual Investors: Silicon Valley

Meeting Details
9:00 am Pacific - Introduction
9:05 am Pacific - First Presentation and Q&A
10:20 am Pacific - Second Presentation and Q&A
11:35 am Pacific - Anticipated End

First Presentation: A Finance Professor's Tips on Options, Trends and Behavior Finance

Richard Lehman, Author, Instructor at Cal Poly and U.C. Berkeley

About This Presentation:
The indisputable fact is that, as a group, individual investors significantly underperform the market indexes over time. Among the challenges individuals face are dealing effectively with huge amounts of data, a lack of deep training and expertise, concentrated portfolios, and the negative influence of a host of behavioral biases that most people are completely unaware of. Learn tips on how to tackle these challenges from a long-time market veteran, author, and college professor.

HIGHLIGHTS:
1. How to use simple trend analysis to see the bigger picture, help identify opportunities, and enhance the timing of trades
2. How to use options to hedge positions, generate income, and fine-tune your trading strategy
3. How to avoid behavioral biases that wreak havoc with your trading success

FIRST SPEAKER’S BIO:
Richard Lehman is a finance professor at Cal Poly and UC Berkeley, now in his 22nd year of teaching. Prior to that, his financial career spanned 20+ years with Wall Street firms, The New York Stock Exchange, and the Wealth Management division at Mechanics Bank. He took first place in the professional division of a Barrons trading contest in 1984 and has published two books on options and one on behavioral finance.

Second Presentation: Stay or Go: A Clear Path Forward - How to Think Clearly About Your Next Chapter

Brian Schwatka, REALTOR®, Transition Specialist & Certified Senior Advisor (CSA)

About This Presentation:
At some point, every homeowner faces an important question: Should I stay in my home… or is it time to make a change? This decision can feel overwhelming, emotional, and filled with uncertainty. Many people find themselves “on the fence,” unsure of what to do next. In this educational presentation, Brian Schwatka — Realtor and Transition Specialist — shares a simple, structured approach to help homeowners think clearly about this crossroads and move forward with confidence.

HIGHLIGHTS:
1. Why this decision is often more emotional than logical
2. How your environment, community, and lifestyle impact your quality of life
3. The difference between a growth mindset and a decline mindset
4. A practical 5-step framework to evaluate your situation
5. How to move forward with greater clarity, confidence, and less stress

SECOND SPEAKER’S BIO:
Brian Schwatka is a Realtor and Transition Specialist who has helped homeowners navigate important housing decisions since 2004. He is a Certified Senior Advisor (CSA) and creator of the “Stay or Go Homeowner” system, designed to help people decide whether to remain in their current home or explore other living options. Brian combines real estate expertise with a structured, educational approach to help clients gain clarity, reduce stress, and make confident decisions about their future.

About This Meeting
Silicon Valley AAII offers this Webinar on Zoom for free. If you would like to register for Zoom or invite people, please register using the Zoom Registration system by clicking. https://us02web.zoom.us/webinar/register/WN_niNiuNwUS36LPnItaP_5GA

Silicon Valley AAII offers this Webinar for free, and encourages those who can, to donate $5 or $10 to help fund the overhead on hosting services. Donation link on

Eventbrite:

https://www.eventbrite.com/e/may-event-1-behavioral-finance-2-housing-transition-considerations-tickets-1987363726404?aff=oddtdtcreatorC

Then Click on Get Tickets and scroll down to Donate.
Eventbrite (Donation):