The AAII San Francisco Chapter presents...

Fidelity Outlook: Quarterly Market Update

    Discussed by:

    William Gabri, CFP
    Vice President, Regional Planning Consultant, Fidelity Investments

Nearing the end of the first-quarter post-presidential election, and with a growing sentiment that the worst of the U.S. recession may be over, we’ll hear Fidelity’s update on the markets for the first quarter of the year and outlook for the economy and markets for 2013 and beyond. Will Gabri, a vice president with Fidelity Investments, will discuss a broad scope of topics, including a summary of the markets for the first quarter, and some themes that look promising in 2013 including the housing market recovery and what that may indicate for the recovery of the overall economy. U.S and international equity markets will be reviewed with a discussion of global assets. Fixed-income markets will also be covered with a view to where both opportunities and risks to investors may exist. Will’s presentation will conclude with Fidelity’s portfolio asset allocation themes for investors to consider.

Estate Planning: Are You Prepared?

    Discussed by:
    Christian Kimball, CFP
    Wealth Management Adviser, Fidelity Investments

Estate planning is an important part of a financial plan to help protect your assets for your beneficiaries. Christian Kimball, certified financial planner and wealth management adviser with Fidelity Investments, will give us an overview of the topics to consider in this complex area. Christian will review some of the basic guidelines to help you decide whether or not you need an estate plan, and explain what is included in estate assets. He will go over what the basic estate planning documents are and discuss current federal estate laws. Christian’s presentation will cover the various trust structures used in estate planning, such as revocable trusts, and discuss some wealth transfer strategies to consider. Christian’s talk will include an action plan of what you can do now to get started with your estate plan.

Saturday, March 16, 2013
9:00 a.m.    Registration/Social/Continental Breakfast
9:30 a.m. – 12:00 p.m    Program
10:45 a.m.    Break
12:00 p.m.    Q&A
Hs Lordships Restaurant
199 Seawall Dr.
Berkeley, CA
[ Map This Location ]
Choose one of three ways to register for this meeting: (Please
note change in fees for mail-in prepaid reservation only.
Other pricing tiers remain the same.)
1. PREPAID REGISTRATION by MAIL—use the form below to
register, form MUST be received by 3/13, $30/person.
2. EMAIL or PHONE (space available only, prepaid registrations
take preference)—make your reservation by email:

or Phone: 925/485-0890.
Reservation MUST be received no later than 3/13,
$35/person to be paid at the door.
3. AT THE DOOR (space available only, prepaid registrations take
preference)—Register at the door the day of the meeting
—meetings are selling out, be aware that space may NOT be
available, $40/person.
Refund Policy: Cancel Reservations Before Cut-Off Date of 3/13.

  Special Interest Groups (SIGs)


East Bay Discussion and Special Interest Group
Attendance is free for all AAII members & guests.
Date: Thursday, March 14 and April 11, 2013
Time: 7:00 – 8:40 P.M.
Location: The Orinda Library, 24 Orinda Way, Gallery or Garden Rooms
Moderator: Mike Skinner
These meetings are held every month except December. The agenda varies between open forum topics suggested by attendees at the meeting, and speakers and presentations on topics suggested in advance. Attendees have different experience levels and investment approaches. This is an opportunity to discuss current investment issues, share questions and concerns in an open forum, and interact in a small group setting with presenters and other attendees.
For more information, contact Mike Skinner, group leader, at 510/526-1154 or

San Francisco Downtown Experienced Investor
Discussion Group
Attendance is free for all AAII members, but space is limited to first 20 attendees.
Dates: Wednesdays, March 20 and April 17, 2013
Time: 12:00 p.m.
Moderator: Kevin Donovan
These meetings, held the third Wednesday of each month, are a general discussion of timely topics for experienced investors. Space is limited to 20 attendees, so please call for reservations and location.
For more information contact, Kevin Donovan, group leader, at 415/788-1700.

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