S a c r a m e n t o A r e a B o g l e h e a d s NextSABHMeeting
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. . . . . . . . Next public meeting . . . . . . . . .
.
Date: Saturday, August 11, 2018
Time: 10:30 AM - 12:30 PM
Optional lunch follows the meeting
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. A u g u s t • 1 1 t h
A U G U S T • A G E N D A
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• • •
Diverisfy, Allocate or Rebalance?
David B. will review John Rekenthaler’s Morningstar article exploring the
relative importance of diversification, asset allocation and rebalancing.
How to Survive an Inheritance
An informal presentation about how to prepare yourself for a financial windfall. Greg D. will talk about his own experience, lessons learned and misjudgments, working with trustees, fiduciaries, banks, attorneys, agents, brokers... and extended family in an uncoordinated and unscripted effort to honor a family member’s last wishes. Sometimes, we only really get to know someone when they’re gone.
To complement David’s review, Greg will demonstare an asset allocation tool that has proven very helpful in managing inflows and rebalancing. It works in reverse as well, expediting wtihdrawals!
We can follow these short presentations with a discussion on any subject - or - choose to further explore any aspect of estate planning, including wills and trusts, probate, powers of attorney, advance directives, reevaluating your goals and dreams, bucket lists, learning to spend more freely after a lifetime of scrimping and saving, planning your dream trip....
We will make time for anyone who attends with questions.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Second Saturday of each month. All are welcome. Please respond
to the RSVP email so that we can provide a count to our host.
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• • •
MORE COMING IN 2018
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September 15, 2018
Bruce B. will present an updated version of his ‘Cash Flow’ spreadsheet,
a multi-function tool that documents your assets & liabilities, investments,
asset allocation, savings and budget (income and expenses). Features a one-
page snapshot showing annual cash flow and a twenty-year financial forecast.
This meeting only: scheduled for the 3rd Saturday of the month.
- - - - -
SABH Chapter Leadership meeting #2
To be scheduled this fall, date to be decided
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Portfolio Workshop
Though still tentative, we hope to try something new
and ambitious this year.
A workshop is under consideration that will address
portfolio construction and optimization, including
Asset Allocation, fund selection, rebalancing and more.
Objectives
Sharpen your DIY skills while learning what financial
advisors do for their clients.
How to quickly assess a fund and it’s potential
contribution to your portfolio.
If a syllabus can be completed, this could be
scheduled as early as December.
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To reserve a seat:
- Send an e-mail to
Sacramento.Bogleheads@gmail.com
RSVP soon! must be rcv'd on or before August 6
- a. [First Last] Name
b. [Forum] User name
c. E-mail address
d. Cell phone number
e. City
name tags or place cards, if provided at meetings. If you
have a specific topic you're interested in, please include that.
Thanks for your interest!
Greg Dietrich - Chapter Coordinator
Sacramento.Bogleheads@gmail.com
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. HISTORY
. View the 2010 thread that led to our chapter...
. Original Topic: Sacramento, CA Area Bogleheads
. Read overview marking SABH 3rd anniversary...
. Improving Local Chapter Meetings ~ April 2018
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. Financial Page
. Edited by Barry Barnitz
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Sacramento Bogleheads ~ Local Chapter #61
Meets Every Month at 10:30 am
on Second Saturday
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This post will be updated as needed to announce dates of future meetings
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