Financial Planning September: The Big Picture

This is a free event! Attend remotely on Zoom: https://us02web.zoom.us/j/85876429945

Topic: The BIg Picture

Download slides here (when available): http://www.siliconvalleyaaii.org/financialplanning/

Bring your questions for group discussion and knowledge sharing!

A full lineup of courses annually, in this Financial Planning Discussion SIG. 2025/2026 topics and dates (Second Wednesday) :

• September 10, 2025: Financial Planning … The Big Picture
• October 8, 2025: Social Security and Medicare
• November 12, 2025: Taxes
• December 10, 2025: Investing Part 1
• January 14, 2026: Investing Part 2
• February 11, 2026: Retirement Planning … I
• March 11, 2026: Retirement Planning … II
• April 8, 2026: Risk Management/Insurance
• May 13, 2026: Social Security and Medicare
• June 10, 2026: Estate Planning

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And, please check us out!

• AAII-Silicon Valley website: http://www.siliconvalleyaaii.org/
• AAII Silicon Valley YouTube: www.youtube.com/channel/UC4GepcU8lzx8rZMaWNBeJtA
• AAII Silicon Valley Facebook: https://www.facebook.com/sv.aaii/
• National AAII: http://www.aaii.com/

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Questions? Contact us via Meetup or email us aaiichapter_siliconvalley@yahoo.com