Virtual online chapter presentations

Content presented during the virtual online chapter meetings can be found in the following table.

DateLinkTopicPresenterTitleDescription
4/23/2022Video
Slides
Chat
InvestingChris PedersenSimple & Effective Balanced Lifetime Portfolios - 2022 UpdateSeveral very simple, well diversified portfolios.
4/12/2022ChatRetirementLife Stage chaptersQ&A session on topics such as inflationThe meeting was not recorded.
4/6/2022Video
Slides
Chat
RetirementLife Stage chaptersDocumenting Financial Information for Surviving Spouse/ExecutorMake things easier for your surviving spouse / partner to handle the finances.
3/23/2022ChatRetirementLife Stage chaptersRelocating in retirementQ&A on the pros / cons of relocating in retirement. The meeting was not recorded.
2/23/2022ChatRetirementJill SteinbergFinding purpose in retirementMini-series session 1. A non-financial panel discussion. The meeting was not recorded.
1/22/2022Video
Slides
Chat
RetirementChristine BenzWhat If This Turns Out To Be A Terrible Time To Retire?What to consider for retiring in today’s environment.
12/6/2021Slides
Chat
Document
RetirementNew York City chapterRetirement DistributionsThe New York City chapter discusses retirement distributions. Moderated by Steve. The meeting was not recorded.
11/10/2021Video
Chat
RetirementJill SteinbergSuccessful Retirement: From Retiring to RewiringA non-financial discussion of how to prepare yourself for a happy and fulfilling retirement.
10/13/2021Video
Slides
Chat
InsuranceLife Stage chaptersHealth care planning for retirementPresented by the Pre/Early Retirement Life Stage chapters.
10/5/2021Video
Slides
Chat
InvestingChristine BenzInvesting (and Planning) Wisely at Every Life StageHow to invest at every stage of your financial life.
9/21/2021Video
Chat
RetirementWade PfauRetirement income style, efficient tax planningHow to plan your retirement income distributions, minimize taxes
8/30/2021Video
Chat
RetirementMad FientistFinancial IndependenceAchieving the dream of financial independence.
8/25/2021Video
Slides
Chat
Life Stage - Pre/Early RetirementChristine BenzSix Retirement Blind Spots and How to Fix ThemEven the best-laid retirement plans can harbor hidden risks.
8/10/2021Video
Slides
Chat
InvestingFiveKPrioritizing InvestmentsChoosing where to invest your money first is important.
7/29/2021Video
Slides
Chat
Life Stage - Pre/Early RetirementSean MullaneyTax Planning with Sean MullaneyTax strategies for Pre- and Early retirement life stages.
6/22/2021VideoInvestingMark Zoril, Jason LynchJoint Tampa Bay and South Florida Chapter MeetingDiscussion of PlanVision service and eMoney platform.
6/12/2021VideoInvestingMel Lindauer, Allan RothFraming financial decisionsQ&A session, Bogleheads investment philosophy
5/20/2021VideoLife Stage - Starting outAllan RothSan Antonio Chapter MeetingQ&A session for those in the "Starting out" life stage.
5/5/2021VideoRetirementJames PleaseFI Calc Retirement CalculatorRetirement planning calculator demonstration
5/3/2021VideoInvestingPaul MerrimanWe're Talking MillionsAn extra ½ percent of return can greatly increase your portfolio's value.
4/27/2021VideoInvestingMark Zoril, Jason LynchPlanVision discusses investing topicsConsiderations in Structuring Your Investments, and How Technology Can Help
4/15/2021VideoRetirementLauren BolandcFIREsim DemonstrationA crowd-sourced Financial Independence Retire Early simulator.
4/7/2021VideoRetirementMichelle Dash, Steven ChenNewRetirement PlannerRetirement planning
4/6/2021Video
Slides
Life Stage - Starting outMike PiperGetting Started with InvestingFor those just starting out
3/31/2021VideoRetirementFiveKPersonal Financial ToolboxRetirement planning
3/27/2021Video
Slides
RetirementMike PiperA Cookie Cutter Retirement PlanA retirement plan that will work reasonably well in most circumstances.
3/24/2021VideoRetirementJim RichmondFlexible Retirement PlannerRetirement planning
3/18/2021VideoRetirementStuart MatthewsPralana Retirement CalculatorRetirement planning calculator demonstration

Additional information

Our site contains additional information on The Chapter Series YouTube videos. Forum topic posts contain notices of upcoming meetings, as well as notification of video postings. Also check out the Calendar of Events for planned meetings. The blog posts include descriptive information regarding guests and subject matter addressed in the video. The table below provides links.

ForumBlog
Bogleheads Life Stage ChaptersLocal Chapter videos
Starting Out” Life Stage Chapter Master ThreadStarting Out Life Stage Posts
“Mid-Career” Life Stage Virtual Chapter “Master Thread”Mid-Career Life Stage Posts
“Pre-Retirement/Early Retirement” Life Stage Virtual Chapter “Master Thread”Pre-Retirement/Early Retirement Life Stage Posts
“Retired” Life Stage Virtual Chapter “Master Thread”Retired Life Stage posts
Retirement Calculator video posts
Virtual online meeting presentations

Notes

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