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. 2026/2027 topics and dates (Second Wednesday) :

• September 9, 2026: Financial Planning … The Big Picture
• October 14, 2026: Social Security and Medicare
• November 11, 2026: Taxes
• December 9, 2026: Risk Management/Insurance
• January 13, 2027: Estate Planning
• February 10, 2027: TBD
• March 10, 2027: TBD
• April 14, 2027: TBD
• May 12, 2027: TBD

***

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/

***

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