The AAII Santa Barbara/Ventura Chapter presents...

"Estate Planning and Portability: Is It Ideal for You?"

    Discussed by:

    Brett A. Bjornson
    Brett A. Bjornson, Esq., Professional Law Corporation

As an independent investor, creating wealth and positive cash flow are likely among your goals. Brett Bjornson will discuss how the forms of ownership of assets between a husband and wife will influence and affect your estate and income tax consequences. Proper administration of the typical ABC Trust between husband and wife is the key to establishing your rights and benefits after the death of the first spouse. Bjornson will compare and contrast the ABC Trust arrangement with the 2010 newly created “portability” rules. This is an opportunity to stay current on the legal and estate tax implications of such an important arrangement.

Attend This Meeting and Learn...
How to hold a title to real estate to minimize capital gains tax, without a “living trust”
Legal and estate tax implications of the joint “ABC Trust” for a husband and wife
Advanced estate planning techniques for asset protection, discounts and family entities

"Building a Multi-Asset Low-Correlation Portfolio"

    Discussed by:
    Craig L. Israelsen, Ph.D.
    Associate Professor, Utah Valley University

Using historical data, Dr. Craig Israelsen examines the growth and loss potential of various portfolios during the build-up phase (prior to retirement) and the draw-down phase (post-retirement). The presentation evaluates the impact of rebalancing over multiple time periods and specifically examines the use of “alternative asset classes” in portfolio design. Dr. Israelsen also introduces the 7Twelve Portfolio, a multi-asset balanced model.

Attend This Meeting and Learn...
The historical returns of major asset classes over the past 43 years
Strategies for portfolio rebalancing pre- and post-retirement
The value of “alternative” assets in a portfolio in comparison to single-asset investments or the standard 60/40 portfolio retirement

Thursday, January 30, 2014
6:30 – 7:00 p.m.    Registration/Social
6:30 to meeting end    Refreshments
7:00 p.m.    Program
following each speaker    Q & A
The Pierpont Inn
550 Sanjon Rd.
Ventura, CA
[ Map This Location ]
Prepay by mail by 1/20 use form, $10/person
Advance Registration without prepayment by 1/26
(spaces reserved via email,, or phone,
805/642-9540), $12/person
At the Door (for people not Advance-Registered, space
permitting), $15/person
No Refunds

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