Bogleheads Life Stage Chapters

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gailcox
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Bogleheads Life Stage Chapters

Post by gailcox »

[Link to calendar fixed -- moderator oldcomputerguy]

To complement the already existing geographic-based Bogleheads Chapters, meeting on Zoom right now, you will start to see threads on the forum inviting you to attend virtual meetings based on whatever Life Stage of investing you are in! The Life Stages are:

Getting Started
MId-life/Career/Accumulator
Pre/Early Retirement
Retired

Topics presented within all the Life Stages will focus on investing, retirement planning, banking, budgeting and emergency fund, work-related financial choices, housing-related choices, insurance, estate planning, tax planning, retirement income management, IRA’s, Roth conversions, and many more!

The coordinators of each Life Stage chapter will announce meetings from their own Master Thread on the forum. In the first post on their Master Thread, they will introduce their Life Stage chapter and give an overview of what’s coming! Occasionally they will schedule a speaker at the meetings who is an expert in their field.

You can check out all upcoming Bogleheads Chapter meetings on the Calendar of Events.
We are excited about the Life Stage chapters and look forward to presenting this new initiative to you!

Gail Cox
The John C. Bogle Center for Financial Literacy
mikejuss
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Re: Bogleheads Life Stage Chapters

Post by mikejuss »

Thank you! :sharebeer
runner3081
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Re: Bogleheads Life Stage Chapters

Post by runner3081 »

Seems that the calendar link is dead.
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Taylor Larimore
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Re: Bogleheads Life Stage Chapters

Post by Taylor Larimore »

Gail:

We look forward to "threads on the forum inviting you to attend virtual meetings based on whatever Life Stage of investing you are in!"

We also thank you and the other directors of The John C. Bogle Center For Investment Literacy for making the Bogleheads Forum the finest (and largest) commercial-free investment forum on the internet.

Best wishes.
Taylor
Jack Bogle's Words of Wisdom in "John Bogle on Investing -- The First 50 Years": "Dedicated to all of the human beings who have meant so much to me during the first 50 years of my career – and especially those Bogleheads of the Internet, that dedicated and loyal cadre of Vanguard Diehards who give me strength to carry on my mission.”
"Simplicity is the master key to financial success." -- Jack Bogle
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gailcox
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Re: Bogleheads Life Stage Chapters

Post by gailcox »

runner3081 wrote: Mon Mar 29, 2021 2:12 pm Seems that the calendar link is dead.
I think it's working now!
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gailcox
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Re: Bogleheads Life Stage Chapters

Post by gailcox »

Taylor Larimore wrote: Mon Mar 29, 2021 2:21 pm Gail:

We look forward to "threads on the forum inviting you to attend virtual meetings based on whatever Life Stage of investing you are in!"

We also thank you and the other directors of The John C. Bogle Center For Investment Literacy for making the Bogleheads Forum the finest (and largest) commercial-free investment forum on the internet.

Best wishes.
Taylor
Jack Bogle's Words of Wisdom in "John Bogle on Investing -- The First 50 Years": "Dedicated to all of the human beings who have meant so much to me during the first 50 years of my career – and especially those Bogleheads of the Internet, that dedicated and loyal cadre of Vanguard Diehards who give me strength to carry on my mission.”
Taylor,
You and Jack Bogle are who we strive to make proud as we continue your legacy of helping the average investor! Thank you, Mr. Bogle, for your thesis on the Index Fund and thank you, Taylor, for being a founding member of the Bogleheads, formerly known as "The Diehards". Without you both we wouldn't be here!
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Re: Bogleheads Life Stage Chapters

Post by abuss368 »

Many thanks! :sharebeer

Tony
John C. Bogle: “Simplicity is the master key to financial success."
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Miriam2
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Re: Bogleheads Life Stage Chapters

Post by Miriam2 »

As part of Gail's new Life Stage Chapters Series, we have designed a chapter for beginning investors :happy

We posted the Master Thread for the "Starting Out" stage of the new Bogleheads Life Stage Series and we encourage everyone to visit it - "Starting Out" Life Stage Chapter Master Thread.

The "Starting Out" Life Stage mission: is to provide education and discussion on investing and personal finance topics geared towards novice investors of any age and young investors just getting started with their finances and careers.

The "Starting Out" master thread lists the main topics that will be featured in presentations and meetings, as well as common new-investor issues that we hope to cover. Our meetings will be posted on the Master Thread, on the Bogleheads Blog Calendar of Events, and on the Bogleheads Local Chapter threads hosting the meeting.

All Bogleheads are invited to all the meetings - we hope you will join us!

The Starting Out Chapter Coordinators,
Gouri, Manny, Luke, Miriam2
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Tourne
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Re: Bogleheads Life Stage Chapters

Post by Tourne »

Many thanks for this initiative - I think it will really benefit the BH community. Is there any chance that these meetings (or at least the beginning presentations) could be recorded, as the BH conferences are? That will make it a lot easier to follow for those of us living in a different time zone :D
"I'm not superstitious, but I am a little stitious." - Michael Scott
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Miriam2
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Re: Bogleheads Life Stage Chapters

Post by Miriam2 »

The "Starting Out" Life Stage Chapter has its first presentation tomorrow, Tues. April 6, 2021, at 8:00 pm EST/EDT.

This will be an enjoyable interactive meeting on Zoom featuring Mike Piper on "Getting Started with Investing."

Mike is a CPA and well-known author of many articles and books on personal investing, taxes and social security, including his best-seller "Investing Made Simple," and other books in his "Made Simple" series, as well as the popular blog, www.ObliviousInvestor.com. He is extremely knowledgeable and a delightful presenter and Bogleheads favorite.

Mike will discuss and take your Q's on the basics of investing and personal finance, including:
-- stocks, bonds, mutual funds, ETF's, index funds vs. actively managed funds, target date funds, money market funds, CD's, etc.
-- types of accounts, asset classes
-- asset allocation, risk & return, diversification, creating portfolios
-- long term investing vs. market timing & stock-picking

Although the presentation is designed for novice investors of any age and beginning investors just starting out, all Bogleheads are welcome and encouraged to come and ask Q's and provide their own personal experience with these topics at different levels of investing :happy

To receive the zoom link - go to the Bogleheads Virtual Online Chapter at virtualbogleheads@gmail.com, or the San Antonio chapter at SanAntonioBogleheads@gmail.com, or email the South Florida chapter at SFLBogleheads@gmail.com, or send me a PM (private message).
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Miriam2
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Re: Bogleheads Life Stage Chapters

Post by Miriam2 »

Reminder for the "Starting Out" Life Stage Chapter meeting tonight with Mike Piper at 8:00 pm EST/EDT

Mike posted this:
ObliviousInvestor wrote: Bumping this for visibility. If you're in the "starting out" stage, join us tomorrow night! Or, if one of your loved ones is just starting out, watch with them. It should be a fun discussion. :)
HappyPeaceful
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Re: Bogleheads Life Stage Chapters

Post by HappyPeaceful »

Miriam2 wrote: Mon Apr 05, 2021 4:16 pm The "Starting Out" Life Stage Chapter has its first presentation tomorrow, Tues. April 6, 2021, at 8:00 pm EST/EDT.

This will be an enjoyable interactive meeting on Zoom featuring Mike Piper on "Getting Started with Investing."

Mike is a CPA and well-known author of many articles and books on personal investing, taxes and social security, including his best-seller "Investing Made Simple," and other books in his "Made Simple" series, as well as the popular blog, www.ObliviousInvestor.com. He is extremely knowledgeable and a delightful presenter and Bogleheads favorite.

Mike will discuss and take your Q's on the basics of investing and personal finance, including:
-- stocks, bonds, mutual funds, ETF's, index funds vs. actively managed funds, target date funds, money market funds, CD's, etc.
-- types of accounts, asset classes
-- asset allocation, risk & return, diversification, creating portfolios
-- long term investing vs. market timing & stock-picking

Although the presentation is designed for novice investors of any age and beginning investors just starting out, all Bogleheads are welcome and encouraged to come and ask Q's and provide their own personal experience with these topics at different levels of investing :happy

To receive the zoom link - go to the Bogleheads Virtual Online Chapter at virtualbogleheads@gmail.com, or the San Antonio chapter at SanAntonioBogleheads@gmail.com, or email the South Florida chapter at SFLBogleheads@gmail.com, or send me a PM (private message).
Hello Miriam2: could you please share the link. Just PM-ed you. Thank you.
HoosierJim
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Re: Bogleheads Life Stage Chapters

Post by HoosierJim »

Our Chicago Virtual chapter's meeting tonight will be a demo and Q&A by one of our members that works for the company. This falls under the following life stages:
  • MId-life/Career/Accumulator
  • Pre/Early Retirement
  • Retired

Everyone is invited to tonight's (4/7/2021 7 pm CENTRAL) financial/retirement tool demo/q&a of NEW RETIREMENT. This will be a deep dive into the product and the developer will also participate and answer any of our questions.

If you would like to attend the Zoom meeting please contact me via email at chicagovirtualbogleheads@gmail.com

The meeting is on 4/7 at 7pm central time.

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm East

If you would like to attend the Zoom meeting please contact me via email at chicagovirtualbogleheads@gmail.com or Private Message me with your EMAIL or join your local chapter. Local chapter coordinators will be distributing the invitation.

You can find the local chapters here.

You can also find a calendar of upcoming events here.
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sleepysurf
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Re: Bogleheads Life Stage Chapters

Post by sleepysurf »

Although not specifically a "Life Stage" event, tomorrow's Tampa + South FL Chapters joint meeting should be relevant for all Life Stages.

Guests will be Mark Zoril (PlanVision founder) and colleague Jason Lynch, presenting the following two topics, with Q&A to follow...
  • Considerations in structuring your investments before and after retirement
  • How technology will help people take more control over their finances
This meeting is not intended as an "infomercial" for their services, but rather an opportunity to hear their investing philosophy and perspectives. However, if there is sufficient interest, we'll schedule a follow-up meeting for a "deeper dive" into their PlanVision service and the eMoney platform.

It's scheduled for 8 PM Eastern (5 PM Pacific / 6 PM Mountain / 7 PM Central).
Full details (including Zoom link) are posted on the BH Calendar of Events... https://www.bogleheads.org/blog/calendar-of-events/
Retired 2018 | ~50/45/5 (partially sliced and diced)
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Miriam2
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Re: Bogleheads Life Stage Chapters

Post by Miriam2 »

The next online meeting of interest to the Bogleheads Life Stage Chapters is tomorrow, Mon. May 3, 2021, at 7:00 pm ET and is hosted by the Indiana Bogleheads Chapter.

This is an exciting meeting featuring Paul Merriman, a well-known financial writer and popular speaker. His topic is: "We're Talking Millions!" :moneybag He will have a 1-1/2 hour presentation followed by a 30 min open Q & A session.

Although Paul's presentation will focus on the age 20-40 demographic - those most involved in the accumulation phase of their investing journey - all Life Stages will benefit from this presentation. Paul will discuss "value based" investing strategies that he believes can potentially increase your wealth building power with some simple changes to your asset allocation.

Paul is also a Boglehead 8-) who has made numerous posts over the years explaining his investing philosophy and portfolios. He posts as paul merriman - To find his posts click HERE.

To find a more detailed Indiana meeting agenda, registration, and more about Paul Merriman click HERE.

For the Zoom link - go to the Indiana chapter linked above (you can also ask your Q for Paul). Or email me at SFLBogleheads@gmail.com, or PM me here on the forum.
HoosierJim
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Re: Bogleheads Life Stage Chapters

Post by HoosierJim »

Looking forward to the meeting tonight.
The next online meeting of interest to the Bogleheads Life Stage Chapters is tomorrow, TONIGHT Mon. May 3, 2021, at 7:00 pm ET and is hosted by the Indiana Bogleheads Chapter.
HoosierJim
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Re: Bogleheads Life Stage Chapters

Post by HoosierJim »

Short notice - Wednesday May 5 - 7 pm central. This demo appeals to all Life Stages.

The developer of the product FICALC has graciously agreed to demonstrate the product and participate in a Q & A session on WEDNESDAY May 5 at 7 pm Central time. Great way to get any of your questions answered.

You can try out the product here https://calculator.ficalc.app/


Wednesday May 5 at
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern


The zoom link is in the upcoming events here. in the 5/5 entry - note those times on the calendar are EASTERN - you can add it to your calendar (and it will correct for your time zone by clicking COPY TO MY CALENDAR) There is also a google calendar link that you can add to your calendar so all Boglehead events will appear on your calendar.

Image

If you would like to attend the Zoom meeting please contact me via email at chicagovirtualbogleheads@gmail.com or Private Message me with your EMAIL or join your local chapter (local chapter coordinators will be distributing the invitation)

You can find the local chapters here.

You can also find a calendar of upcoming events here.
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Miriam2
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Re: Bogleheads Life Stage Chapters- meeting w/ Allan Roth 5/20/21- 8:00pm ET

Post by Miriam2 »

The next Life Stage Chapter meeting is on Thursday, May 20, 2021, at 8:00 pm ET

This will be an online presentation by Allan Roth hosted by the San Antonio Bogleheads Chapter.

This will be an enjoyable interactive meeting on Zoom with ample time for Q & A on all personal finance topics. Allan's presentation will be valuable to all investors, beginners to experienced, starting out to retired.

The San Antonio Chapter is also collecting Qs ahead of the meeting if you wish to submit Qs to their website - SanAntonioBogleheads@gmail.com.

Allan is an MBA, CPA, CFP, and is extremely knowledgeable and a delightful presenter and Bogleheads favorite. He has been on the Panel of Experts at the Bogleheads Conferences for many years.

Here is some more information about Allan -
-- well-known author of "How a Second Grader Beats Wall Street"
-- financial website Wealth Logic/Dare to be Dull - www.DareToBeDull.com/overviewbio/
-- guest on Rick Ferri's "Bogleheads On Investing Podcast" - Episode 008

To receive the zoom link for this presentation, email SFLBogleheads@gmail.com, or the SanAntonioBogleheads@gmail.com, or send me a PM. Please also check the Bogleheads Blog Calendar of Events - zoom links are often posted on the calendar.

Hope everyone can join us for the meeting :happy

8 PM Eastern
7 PM Central
6 PM Mountain
5 PM Pacific
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sleepysurf
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Re: Bogleheads Life Stage Chapters

Post by sleepysurf »

The "Retired" Life Stage Chapter has also launched!

Our first meeting will be Tue, June 8th, on Zoom, starting 8 PM (EDT), with the opening Discussion Topic... I'm From the Retirement Class of "XXXX" and These Are Some Lessons I've Learned... with open Q&A to follow, addressing whatever else is on participants minds. Although targeted for retirees, all others are welcome. The meeting will NOT be recorded.

You can RSVP for the meeting (and submit questions or other discussion topics) here... https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.

The Zoom link will be posted in the Calendar of Events at least one week prior to the meeting, and will also be shared with all the Local Chapters.

For those in/near retirement, we suggest Subscribing to (or Bookmarking) our "Master Thread" for future updates...
viewtopic.php?f=9&t=349254

The "Retired" Life Stage Chapter Coordinators...
sleepysurf and Rob54keep
Retired 2018 | ~50/45/5 (partially sliced and diced)
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sleepysurf
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Re: Bogleheads Life Stage Chapters

Post by sleepysurf »

For anybody else interested in helping Co-Coordinate one of the four "Life Stage" virtual chapters, Gail Cox is hosting another organizational Zoom meeting tonight at 7 PM Central. More details here... https://www.bogleheads.org/blog/calendar-of-events/

These four virtual chapters all need additional volunteer support, because they have such a large audience, and breadth of topics that can be covered. BTW, you needn't be a financial expert to offer assistance, just an interest in helping organize future meetings, and learning alongside the rest of us!
Retired 2018 | ~50/45/5 (partially sliced and diced)
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gailcox
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Re: Bogleheads Life Stage Chapters

Post by gailcox »

Tonight I'll be hosting an organizational meeting of the initiative "Life Stage" Chapters.

Our 4 LIfe Stages include:

Starting Out
Mid-Life/Career/Accumulation
Pre-Retirement
Retired

If you are in the midst of any of these investment Life Stages, or you have completed any of these, we would love to have you on our team! Your knowledge of investment do's and don'ts would benefit anyone that is learning. The meeting starts at 7p CT. See below to see how to attend. It's a Zoom meeting.

https://www.bogleheads.org/blog/calendar-of-events

Gail
DFWBogleheads
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Re: Bogleheads Life Stage Chapters

Post by DFWBogleheads »

The third Life Stage chapter, "Pre-Retirement/Early Retirement", now has a Master Thread:

viewtopic.php?f=9&t=351539

The "Pre-Retirement/Early Retirement" Life Stage mission: To provide for education and discussion on topics pertaining to financial and other issues during the approximately 10 year period before retirement, or the early years of retirement.

Our meetings will be announced on the Master Thread, and on the Bogleheads calendar of events which can be found here:
https://www.bogleheads.org/blog/calendar-of-events/

Please watch for our first meeting which will be soon.

For those nearing retirement or newly retired, we suggest Subscribing to (or Bookmarking) our "Master Thread" for future updates...
viewtopic.php?f=9&t=351539

All Bogleheads are invited to the meetings - we hope you will join us!

The Pre-Retirement/Early Retirement Chapter Coordinators,
hoosierjim and DFWBogleheads
DFWBogleheads
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Re: Bogleheads Life Stage Chapters

Post by DFWBogleheads »

Our first "Pre-Retirement/Early Retirement" Life Stage meeting will be Wednesday, June 30, 2021, on Zoom, starting 8 PM (Eastern).

Our Initial virtual meeting will be a "get to know each other" discussion ... with open Q&A to follow, addressing whatever else is on participants minds. Suggestions for topics to be discussed at the meeting, as well as future topics/speakers, are welcome and can be submitted with the RSVP below, or typed into the chat window during the meeting. The meeting will not be recorded.

You can RSVP for the meeting (and submit questions or suggested discussion topics and topics/speakers for future meetings) here...

https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link

All responses are anonymous. The Zoom link will be posted in the BH Calendar of Events one week prior to the meeting.
Topic Author
gailcox
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Re: Bogleheads Life Stage Chapters

Post by gailcox »

The new LIfe Stage chapter's are going great! These are virtual meetings, geared for the investment Life Stage you are in. These are open to all interested Bogleheads and are led by volunteer Bogleheads who want to 'pay forward', what they have gained from the Bogleheads.org forum and from their local chapter.

We could use a few more co-leaders, particularly for the Retirement Life Stage! You don't need to have a teaching degree or be an investment guru If you are retired and feel you can help others on their path to retirement, please reach out to me at

gcox@bogle.center

or, attend our next virtual Life Stage chapter coordinator meeting on Monday, July 19th at 7pm, Central time. You can find the info on how to attend by going to the Calendar of Events on Bogleheads.org. Go down the left hand menu to find the Calendar of Events.

Thank you!

Gail Cox
DFWBogleheads
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Re: Bogleheads Life Stage Chapters

Post by DFWBogleheads »

The second "Pre-Retirement/Early Retirement" Life Stage meeting will be Thursday, July 29, 2021, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

This meeting will be a presentation on tax planning by Sean Mullaney. Sean Mullaney is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is www.fitaxguy.com. The presentation will be followed by a Q&A session.

Suggestions for questions to be addressed during the Q&A are welcome and can be submitted with the RSVP below, or typed into the chat window during the meeting.

The presentation portion of the meeting will be recorded. The Q&A following the presentation will not be recorded.

You can RSVP for the meeting and submit questions here...

https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link

All responses are anonymous.

The Zoom link will be posted in the BH Calendar of Events one week prior to the meeting.

The "Pre-Retirement/Early Retirement" Life Stage Chapter Coordinators...
hoosierjim and DFWBogleheads
Topic Author
gailcox
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Re: Bogleheads Life Stage Chapters

Post by gailcox »

A reminder that there is an informational meeting tonight for anyone interested in co-leading a "Life Stage" chapter! The virtual meeting begins at 7pm Central. More info can be found in the Calendar of Events.

[link fixed by admin LadyGeek]

Hope you can join us!

Gail Cox
DFWBogleheads
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Re: Bogleheads Life Stage Chapters

Post by DFWBogleheads »

If you haven't already, don't forget to RSVP to the Pre-Retirement/Early Retirement Life Stage Chapter's meeting this week on Thursday, July 29.

The Zoom link is in the Calendar of Events on the Bogleheads main page.

The guest speaker will be Sean Mullaney, who is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is www.fitaxguy.com. The presentation will be followed by a Q&A session.

It will be a great presentation and Q&A session! Sean will be covering many of the tax topics of interest to the Pre-Retirement group, including Roth Conversions.

You can RSVP and submit questions here:

https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link

DFWBogleheads
sedna273
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Re: Bogleheads Life Stage Chapters

Post by sedna273 »

Hi everyone, a friendly reminder that tomorrow is the Pre-Retirement/Early Retirement Life Stage Chapter's meeting (Thursday, July 29). The Zoom link is in the Calendar of Events on the Bogleheads main page at: https://www.bogleheads.org/blog/calendar-of-events/

The guest speaker will be Sean Mullaney, who is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is here: https://fitaxguy.com/ . The presentation will be followed by a Q&A session. Looking forward to seeing you there! :D
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