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Silicon Valley Chapter Future Meetings
Mark Your Calendar!

Saturday, October, 11, 2014
Speaker: TBA
Topic: Investing Strategies

Saturday, November 8
Topic: Taxes 2014-2015
Speaker: TBA













The AAII Silicon Valley Chapter presents...


"Introduction to Estate Planning"

    Discussed by:

    Rebecca E. Renzas
    Attorney, Greene Radovsky Maloney Share & Hennigh LLP

A proper estate plan is essential to ensure that your assets go to the people and organizations you love most. Once completed, it provides peace of mind, the framework for continued updates as your life situation changes, and does not impede your daily life in any way. It ensures that you do not leave a complicated and costly mess for your heirs to sort out in the court system over the course of a year or more. Learn the basics of estate planning, and why it enables your legacy to live on precisely as you most wish it to be.

Attend This Meeting and Learn...
How to set up an estate plan that will avoid probate court and unnecessary taxes
Why you need an estate plan
Updates on important changes to the tax laws, including the new “portability” laws

  MEETING DETAILS
Date:
Saturday, September 13, 2014
Time:
9:00 a.m.    Registration/Social/Refreshments (coffee & tea; no breakfast)
9:30 a.m.     Program
11:00 a.m.    Q&A
Location:
San Jose Airport Garden Hotel
1740 N 1st St.
San Jose, CA, 95112
408/793-3300
[ Map This Location ]
Payment:
In Advance (Mail postmarked by 9/6
or Online by 9/9)
Everyone, $25/person
Late Registration (Online by 9/12)
Everyone, $30/person
At the Door
Space permitting.
Everyone, $30/person
No Refunds

Pay Online »
  SUBGROUPS

Subgroups

Sunnyvale Discussion Group
Lynn Gillette and Valerie Fitch,
aaiichapter_siliconvalley@yahoo.com
The Sunnyvale Discussion Group meets on the fourth Tuesday of each month at 6:30 p.m. at Coco’s Restaurant, 1209 Oakmead Parkway in Sunnyvale. The meeting is held every month except December.

Computerized-Mechanical Investing Group
Allan Zmyslowski, al_zmyslowski@yahoo.com
Meets monthly at a local library. See http://tinyurl.com/9js4aeh for group information and upcoming meeting details. The group discusses and presents ideas on how to use computers in investing. The group has a definite mechanical investing flavor, focusing on a variety of rules, algorithms, programs and computerized investing tools.

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