What we’re about
We are the Silicon Valley Chapter for the American Association of Individual Investors (AAII) and our mission is to educate and empower individual investors in their quest for achieving financial independence. To that end, we strive to bring compelling and accomplished speakers to present timely, relevant and actionable information on personal financial planning, wealth building, and investing.
Want to easily get started? Join this Meetup group and you will be notified of future meetings and events. Beginners and advanced investors are welcomed!
* See our website at www.siliconvalleyaaii.org
The AAII Silicon Valley Chapter holds several monthly events:
* Main Events features renowned speakers on a variety of topics! A nominal fee of $10 to attend covers the overhead of speaker costs, facility rental and event expenses.
* Free to attend: Special Interest Group (SIG) Meetups meet monthly on four topics: 1. Financial Planning SIG; 2. Investment Discussion SIG; 3. Computerized Investing SIG; and 4. FinTech SIG.
We are not here to sell anything - only to create an open and friendly environment for like-minded people to learn, share and explore investing. We are an all-volunteer organization and are always seeking additional members who can help with various planning and administrative issues.
We protect your privacy and work to prevent any spam from being posted to our website or to your email account.
Please join us!
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Feel free to contact us at mailto:aaiichapter_siliconvalley@yahoo.com with any questions, comments or feedback. This is YOUR organization!
You can visit us at our Silicon Valley Chapter website. and at our Facebook page.
The American Association of Individual Investors (AAII) is a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. National membership is $29 per year, but you do NOT need to be a member to attend our local Silicon Valley Chapter meetings and events.
Now for the legal stuff.... (sorry, it's required)
The AAII Silicon Valley Chapter and its directors offer their social media and website pages for educational purposes only. The opinions expressed here are not necessarily those of AAII or the AAII Silicon Valley Chapter, whose only intent is to provide a background for understanding investment, personal finance and wealth management theory and practice. Nothing on these sites should be considered solicitations or offers to buy or sell any financial instrument or specific trading advice for individuals. The appearance of information or links to other sites does not constitute endorsement by AAII, the AAII Silicon Valley Chapter or their directors. Investing and trading carry risk and may not be suitable for everyone; we recommend augmenting the information here with advice from a financial professional. Any investment information is provided without consideration of your financial sophistication, financial situation, investing time horizon, or risk tolerance. The AAII Silicon Valley Chapter and its directors make no representations of accuracy and assume no responsibility
Upcoming events (1)
See all- September SVAAII Main Event 2025: Medicare ExplainedLink visible for attendees
TOPIC: MEDICARE EXPLAINED
Marcelo Espiritu provides a comprehensive overview of all things Medicare. Medicare can be confusing and complicated. There is Part A & B of original Medicare, and supplemental Medigap insurance plans. There is Part D, the prescription drug insurance plan. There is Part C of Medicare, called Medicare Advantage, which typically combines Parts A, B and D into one plan. There is the enrollment process, as well as a myriad of rights and rules. HICAP can help current and prospective beneficiaries as well as concerned relatives and caregivers unravel the nuances of Medicare insurance choices even as it relates to COBRA coverage.
ATTEND THIS MEETING TO LEARN:
• About what Medicare is, its benefits and costs
• About required and optional parts of Medicare insurance, including prescription drug and supplemental insurance coverage
• What your options are and when you can make changes to your Medicare electionsSPEAKER’S BIOGRAPHY
Marcelo Espiritu is the director of the Health Insurance Counseling & Advocacy Program (HICAP) by Sourcewise. HICAP is a state-sponsored, volunteer-supported program that provides counseling to people with Medicare about their benefits, rights and options, and other health insurance-related questions. Espiritu received state certification for Medicare HICAP counseling in 2010. Since then, he has been an advocate for the elderly and individuals with disabilities who struggle with the complexity of Medicare and the myriad of options and decisions they face. As the HICAP director, Espiritu supervises various HICAP counseling sites countywide. He is also responsible for recruiting and supervising HICAP volunteers, overseeing their counseling, outreach and community education activities.
ABOUT THIS MEETING:
Silicon Valley AAII offers this Webinar for free and encourage members who can donate $5 or $10 through Eventbrite to attend our main events. Funds from our main events help cover costs for our hosting services and other chapter activities including free SIG meetings. Register and attend at Zoom.com or on the Zoom app. Eventbrite and Zoom links are below.MEETING DETAILS:
9:00 am Pacific Introduction
9:05 am Pacific Presentation
10:10 am Pacific Q&A
10:20 am Pacific Anticipated EndLINKS:
Zoom (Register and Attend):
https://us02web.zoom.us/webinar/register/WN_HrnDPFNVSxK3VRGSjLjB3AEventbrite (Donation):
https://www.eventbrite.com/e/september-main-event-medicare-long-term-care-explained-tickets-1595900714999CHAPTER INFORMATION:
Chapter President, Lynn Gillette
Email aaiichapter_siliconvalley@yahoo.com
Website www.siliconvalleyaaii.org
Facebook www.facebook.com/sv.aaii
Meetup www.meetup.com/AAII-Silicon-Valley-Meetup
