The AAII Silicon Valley Chapter presents...

College Savings: Investing in the Future

    Discussed by:

    Adam Frieg
    Associate Financial Consultant, Charles Schwab

Saving for tuition doesn’t have to be so taxing. Discover tax-advantaged strategies to save for the education of your children and grandchildren—or even yourself. Adam Frieg help you estimate savings goals, understand available alternatives, and show you some ways education savings can support your estate planning goals. It’s never too late to learn.

Attend This Meeting and Learn...
About available college savings optio
Eligibility requirements and key features of tax-advantaged savings strategies
Get a sense for which options may be best for you

Withdrawal Strategies for Your Retirement Portfolio

    Discussed by:
    Fred Smith
    Registered Investment Adviser

Most people spend decades accumulating a retirement portfolio, and expend much time and effort in managing this nest egg. However, little thought is given to withdrawal strategies. This talk discusses practical ways to optimize withdrawals so that the portfolio lasts throughout the retirement years.

Attend This Meeting and Learn...
Bengen’s four percent drawdown rule
Bucket strategies
Practical drawdown techniques

Saturday, February 8, 2014
9:00 a.m.    Registration/Social (coffee & tea; no breakfast)
9:30 a.m.    First Speaker
10:40 a.m.    Second Speaker
11:40 a.m.    Q & A
San Jose Airport Garden Hotel
1740 N 1st St.
San Jose, CA, 95112
[ Map This Location ]
In Advance (Mail postmarked by 2/1
or Online by 2/4)
Everyone, $25/person
Late Registration (Online by 2/6) Everyone, $35/person
Register online at

At the Door
Space permitting.
Everyone, $35/person
No Refunds

  Special Interest Groups (SIGs)


Sunnyvale Discussion Group
Lynn Gillette and Valerie Fitch,
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,
Meets monthly at a local library. See 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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