Financial Planning September: The Big Picture

About this event

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 [email protected]