About us
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
March Event:(1) Managing Wealth 2026 (2) Keeping Safe in an Ever-Changing Threat
·OnlineOnlineMeeting 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 EndFirst Presentation: Managing Wealth in 2026: Unlocking Financial Confidence in Any Market
Kristina Kuprina, CEO, Chief Economist Sequoia Wealth Advisors
About This Presentation:
How to know if your current strategy is the best one for you and your specific plan. Take control of your financial future with clarity and purpose. In this powerful session, you’ll learn how to reduce taxes with proactive year-round strategies, optimize your investment mix for changing markets, and ensure your income plan supports both today and tomorrow. We’ll also cover how to avoid common retirement pitfalls, prepare for upcoming tax law changes, and align your financial decisions with what matters most to you. Don’t just react to the market—build a plan that thrives in any environment. Now is the time to act with intention and confidence.HIGHLIGHTS:
- How to invest when you can’t know the future and what data really matters.
- What is more important than investing and how to understand this in your own planning.
- Understanding the balance between a defined process and a flexible strategy and know if it’s the right fit for your plan.
FIRST SPEAKER’S BIOGRAPHY:
Kristina Kuprina's highest intention is to be of service to her clients, their families, and the communities she serves. She founded Sequoia Wealth Advisors to help others achieve Financial Consciousness-awareness and understanding of how financial decisions affect the rest of your life. Thanks to her financial expertise, her passion for service and her knack for clear, direct communication, her client relationships are long and successful.co-author of “Win by Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk” (McGraw-Hill, 2013). Atkeson graduated from Haverford College, Phi Beta Kappa with a B.A. in economics, and from Stanford University Graduate School of Business.Second Presentation: Financial Crimes Risk Management
SECOND SPEAKER:
Lisa Lang: Senior Manager, Financial Crimes Risk Management, Charles Schwab & Co., Inc.About This Presentation:
From the online space to mobile devices, cybercriminals are continually developing more sophisticated methods and schemes, making it more critical than ever to take precautions to safeguard your financial accounts.Please join us for an opportunity to meet with a Charles Schwab fraud and cybercrime expert to learn about current threats and the steps you can take to protect yourself.
Note: Lisa Lang’s presentation will not be recorded.
HIGHLIGHTS:
- The increasing impact of identity theft
- The current fraud landscape
- Current fraud tactics and trends
- Precautions you can take to protect your information, avoid scams and safeguard your financial accounts as you age
SECOND SPEAKER’S BIOGRAPHY:
Lisa Lang is a Senior Manager on Schwab’s Financial Crimes Awareness Team. She has close to 20 years of experience in financial services, with nearly 15 years spent at Schwab. She has worked in roles ranging from trading desk operations to advising high-net-worth clients, and spent six years as a Financial Crimes Investigator handling cases that led to criminal prosecutions, regulatory penalties, and, in several instances, prison sentences for offenders. Currently, Lisa leads fraud education events for Schwab and monitors emerging trends in financial crimes. She holds multiple FINRA licenses, a bachelor’s degree in economics, an MBA, and is a Certified Fraud Examiner and member of the International Association of Financial Crimes Investigators.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_rqCkZ895QNmu5CA9azsfTgSilicon 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/march-main-event-1-managing-wealth-2-financial-crimes-risk-management-tickets-1983661031544
Then Click on Get Tickets and scroll down to Donate.
Eventbrite (Donation):CHAPTER 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-Meetup10 attendees
Past events
403
