New Orange County, CA Local Chapter established

US Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements.
Big Dog
Posts: 1901
Joined: Mon Sep 07, 2015 4:12 pm

Re: New Orange County, CA Local Chapter established

Post by Big Dog » Mon Aug 12, 2019 6:51 pm

count me in.

TLB
Posts: 81
Joined: Wed Nov 30, 2016 5:04 pm

Re: New Orange County, CA Local Chapter established

Post by TLB » Mon Aug 12, 2019 7:34 pm

Sounds great

donaldc
Posts: 22
Joined: Sun Jun 11, 2017 3:30 pm

Re: New Orange County, CA Local Chapter established

Post by donaldc » Tue Aug 13, 2019 12:29 pm

I'll be there. Thanks for arranging everything.

Lablover0505
Posts: 9
Joined: Wed Oct 01, 2014 3:38 pm

Re: New Orange County, CA Local Chapter established

Post by Lablover0505 » Tue Aug 13, 2019 12:38 pm

I am interested in attending as well. How can I offically RSVP?

travellight
Posts: 2866
Joined: Tue Aug 12, 2008 5:52 pm
Location: San Diego

Re: New Orange County, CA Local Chapter established

Post by travellight » Tue Aug 13, 2019 12:47 pm

I will attend if I am in the area.
364

npr
Posts: 5
Joined: Tue Jul 09, 2019 1:44 am

Re: New Orange County, CA Local Chapter established

Post by npr » Tue Aug 13, 2019 2:02 pm

I will attend if I am in the area.

kinless
Posts: 68
Joined: Sat May 15, 2010 11:54 pm
Location: Tustin, CA
Contact:

Re: New Orange County, CA Local Chapter established

Post by kinless » Tue Aug 13, 2019 3:14 pm

Right near the Fall Equinox too. How perfect :D

Will attend...

bacninh789
Posts: 3
Joined: Fri Jan 25, 2019 12:09 pm

Re: New Orange County, CA Local Chapter established

Post by bacninh789 » Wed Aug 14, 2019 12:17 am

Will attend...Thank You.

BlueNikki
Posts: 5
Joined: Sat Feb 23, 2013 3:28 pm

Re: New Orange County, CA Local Chapter established

Post by BlueNikki » Wed Aug 14, 2019 1:05 am

Planning to attend. Thank you for arranging this first meeting :happy

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Wed Aug 14, 2019 7:37 pm

Ok - so we're on! Reservation confirmed for Sat Sep 21st 9am.

re: RSVP There's no need to formally RSVP, but if you want to email a quick note to OCBogleheads@gmail.com I'll keep an attendee list in case there are any last minute changes that need to be communicated out. I'll also post any updates here to this forum topic, so email is optional.

Thanks and I look forward to meeting soon!

dontlikebeinganeng
Posts: 13
Joined: Mon Sep 21, 2015 10:52 pm

Re: New Orange County, CA Local Chapter established

Post by dontlikebeinganeng » Thu Aug 15, 2019 4:23 pm

Sent email to OCBogleheads@gmail.com.

jhawktx
Posts: 208
Joined: Thu May 19, 2011 8:15 am

Re: New Orange County, CA Local Chapter established

Post by jhawktx » Thu Aug 15, 2019 6:32 pm

Interested. Newport Beach.

jhawktx
Posts: 208
Joined: Thu May 19, 2011 8:15 am

Re: New Orange County, CA Local Chapter established

Post by jhawktx » Thu Aug 15, 2019 6:33 pm

Interested. Newport Beach.

black
Posts: 7
Joined: Sat May 02, 2015 10:01 pm

Re: New Orange County, CA Local Chapter established

Post by black » Mon Aug 19, 2019 1:26 am

Looks great. Thank you for arranging the meeting

rsc601
Posts: 72
Joined: Mon Aug 20, 2007 1:39 pm
Location: Orange County, CA

Re: New Orange County, CA Local Chapter established

Post by rsc601 » Wed Sep 18, 2019 12:38 pm

Confirming that this meeting is still happening?

This is the information I see from ocdaniel but haven't seen any posts in awhile.

When: Saturday Sep 21st 9:00am
Where: Knowlwood restaurant, Irvine, CA (Sand Canyon & the 5); Tool Room
Agenda: Intros, What are people looking for in a local chapter, Ideas for future meeting topics, Q&A

TLB
Posts: 81
Joined: Wed Nov 30, 2016 5:04 pm

Re: New Orange County, CA Local Chapter established

Post by TLB » Wed Sep 18, 2019 9:15 pm

rsc601 wrote:
Wed Sep 18, 2019 12:38 pm
Confirming that this meeting is still happening?

This is the information I see from ocdaniel but haven't seen any posts in awhile.

When: Saturday Sep 21st 9:00am
Where: Knowlwood restaurant, Irvine, CA (Sand Canyon & the 5); Tool Room
Agenda: Intros, What are people looking for in a local chapter, Ideas for future meeting topics, Q&A
I planned for it

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Thu Sep 19, 2019 10:11 am

Hi all - I'm just confirming we're still on for our first meeting this Saturday 9am. It's unlikely, but in the event we have 100% attendance off of the RSVP list then we won't fit in the Tool room (max capacity 12), but I just called and they said if that happens we can be moved to another set of tables. I plan on getting there a few minutes early to put in a breakfast order.

If you have any questions - please email ocbogleheads@gmail.com and I can followup directly with you there. Thanks!

sschullo
Posts: 2565
Joined: Sun Apr 01, 2007 8:25 am
Location: Rancho Mirage, CA
Contact:

Re: New Orange County, CA Local Chapter established

Post by sschullo » Sun Sep 22, 2019 10:12 am

How did it go?
"When nonbusiness people rely on others to make investment profits for them, they are expecting a kind of result for which there is no true counterpart in ordinary business affairs." | B. Graham

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Tue Sep 24, 2019 2:30 pm

We had a great turnout on Saturday - thanks to all who attended! We had 15 people total, so we actually ran out of room and had to move to the outside patio. The group had a wide range of experiences and comfort with financial topics, with good representation from both those earlier and later in their journey. We discussed the following:

Tentative orange county chapter meeting logistics
  • Meeting once a quarter
  • Venue preferably indoors / meeting room
  • No chapter website needed - a google doc will be sufficient for now
  • General meeting agenda - one topic / presenter followed by general discussion and Q&A
What people are interested in / potential topics for future discussion
  • Local knowledge / references (eg. accountants, lawyers, health professionals, etc.)
  • Moving from cash to investing - lump sum vs dollar cost averaging (DCA)
  • 529 usage
  • Retirement - tax considerations re: distributions / contributions
  • Long-term disability insurance (LTD) / other ways to protect against health risks
  • Health Savings Accounts (HSA)
  • Trusts/estate planning - trusts vs joint accounts vs community accounts
Next steps
  • Setting up a google doc to record topics discussed, as well as solicit proposed topics / Q&A for the next meeting
  • Sending out a poll for the next meeting date (sometime in January) as well as preference on topics to be covered
  • Getting a formal email distribution list started

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Fri Sep 27, 2019 2:22 pm

Hi OCBogleheads,

Thanks again for making our first meeting a success!

If you're interested, please mark your availability for our next meeting in January via the following Google Form. The two most popular dates/times people were available from our last poll were Thu evening and Sat morning, so I've narrowed the selection to those times.

If you'd like to be a presenter or suggest topics for us to discuss, please email OCBogleheads@gmail.com.

Thanks!

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Fri Nov 08, 2019 1:53 pm

Hi all - I know it's been a while, but Thu Jan 9 won with 10 votes, followed by Thu Jan 16 with 8 votes. The IRWD recently opened up their 2020 calendar, so I was able to reserve us a room there for our next meeting. Our January 2020 Orange County Bogleheads meeting has been scheduled for the following, please mark it in your calendars!

Date: Thursday Jan 9, 7:30pm
Location: Irvine Ranch Water District - Duck Club, in Irvine
Agenda: we'll start with 2-3 topics requested at the last meeting. We invite any attendees with experience on the following to speak for a few minutes on their own stories / learnings, followed by Q&A. Let me know if you'd be interested in speaking
  • Moving from cash to investing - lump sum vs dollar cost averaging (DCA)
  • 529 usage
  • Retirement - tax considerations re: distributions / contributions
  • Long-term disability insurance (LTD) / other ways to protect against health risks
  • Health Savings Accounts (HSA)
  • Trusts/estate planning - trusts vs joint accounts vs community accounts
There is a map the IRWD has asked me to distribute to attendees, so please email OCBogleheads@gmail.com so I can send you a copy.

Thanks,
Daniel

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Mon Jan 06, 2020 2:02 pm

Hi all - I hope everyone is having a great start for 2020. Just a reminder, the Orange County, CA bogleheads chapter will be having its next meeting this Thursday Jan 9th at 7:30pm at the IRWD Duck Club in Irvine. We look forward to seeing you there!

black
Posts: 7
Joined: Sat May 02, 2015 10:01 pm

Re: New Orange County, CA Local Chapter established

Post by black » Mon Jan 06, 2020 6:33 pm

Hi Daniel,

Happy New Year. Do we need to make an RSVP for the meeting?

Thanks

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Thu Jan 09, 2020 1:19 pm

No RSVP needed. Happy New Year to you too, and we hope to see you tonight!

vipertom1970
Posts: 770
Joined: Fri Jun 21, 2019 7:06 pm

Re: New Orange County, CA Local Chapter established

Post by vipertom1970 » Fri Jan 10, 2020 1:18 am

when is the next one, I am from Corona ?


Tom

npr
Posts: 5
Joined: Tue Jul 09, 2019 1:44 am

Re: New Orange County, CA Local Chapter established

Post by npr » Fri Jan 10, 2020 1:47 am

I didn't even know there was a meeting today. So missed it.

When is the next one?

hbdad
Posts: 94
Joined: Fri Dec 13, 2019 3:29 pm

Re: New Orange County, CA Local Chapter established

Post by hbdad » Fri Jan 10, 2020 2:26 am

I live in OC and want to go. When and where is next mtg?

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Fri Jan 10, 2020 6:47 pm

Thanks everyone for attending. We had around 15 people again, with both new faces with returning folks from our first kickoff meeting as well as a good mix of beginners and more experienced people. I think we have enough interest to keep on going!

I've submitted requests with the IRWD to reserve meeting rooms for the following dates / times. I'll confirm location once they are reserved.
Thu Apr 9th 7:30pm
Sat Jul 18th 9:30am

In terms of agenda for our next meeting, Joe kindly offered to give a short talk on diversification. There was continued interest in Q&A so we'll continue to reserve most of the time for an open roundtable discussion.

For anyone interested in attending, please email OCBogleheads@gmail.com and I can add you to the email list for meeting reminders / updates.

Thanks,
Daniel

ChiKid24
Posts: 275
Joined: Fri Aug 09, 2019 3:43 pm

Re: New Orange County, CA Local Chapter established

Post by ChiKid24 » Wed Jan 15, 2020 2:24 pm

Hey all. Just joined the group. Sorry I was unable to meet you all in person last week. We've got two little ones at home so it's tough to get away.

It sounds like you guys have discussed area networking / useful connections in your meetings. Was curious if tax advisors came up? I'm new to the OC and have always done my own taxes, but after reading a number of threads on the Bogleheads forum I think it would be worth the cost to work with a good professional who not only can help prepare my annual returns, but also help me think through some of the tax strategies and planning tips that are often discussed.

Appreciate any help or names of people local bogleheads have used.

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Fri Jan 24, 2020 2:03 pm

Hi all - we are confirmed for the following:

Thu Apr 9th 7:30pm, @ Irvine Ranch Water District (IRWD) Duck Club, Irvine
Sat Jul 18th 9:30am, @ Irvine Ranch Water District (IRWD) Community Meeting Room, Irvine

We are rotating between Thu evening and Sat morning as those had the highest votes in past polls. Please note the two meetings are at two different IRWD meeting rooms. The IRWD Duck Club can be hard to navigate to, so if you plan on attending email OCBogleheads@gmail.com and I can provide a map to the location.

Also, please see the following from IRWD:
“The Irvine Ranch Water District neither supports nor endorses the cause or activities of organizations which use the District’s facilities. The facilities are made available as a public service.”

Separately, ChiKid24 I'll PM you re: tax advisors. Most of the group was looking for good referrals, unfortunately no one had a strong one to offer

Thanks and we hope to see you at the next meeting!

Best,
Daniel

shelanman
Posts: 581
Joined: Tue Feb 27, 2007 8:35 pm

Re: New Orange County, CA Local Chapter established

Post by shelanman » Sun Jan 26, 2020 4:32 pm

Daniel, thanks for setting this up! See everybody in April

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Wed Mar 18, 2020 12:01 pm

Hi all,

I hope you're all staying safe and healthy. IRWD has closed their meeting rooms to the public, and the Orange County Department of Health has also advised against public and private gatherings, so we will be not holding an in person meeting in April. Instead we will do a virtual meeting - if you're not already on the email distribution list, please email OCBogleheads@gmail.com if you'd like the web conference details.

Let me know if you have any questions in the meanwhile.

Thanks,
Daniel

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Wed Jun 17, 2020 1:21 pm

Hi all,

I hope you're all continuing to stay safe and healthy. IRWD continues to close their meeting rooms to the public, so our Sat July 18th 9:30am meeting will be virtual.

I'm excited to share that to start us off we will host a guest Gail Cox, Board Member from The John C. Bogle Center for Financial Literacy, to discuss the following:
  • 2020 Bogleheads Conference info (virtual)
  • 2021 Bogleheads Conference planning
  • Intro to the new Board of the John C. Bogle Center for Financial Literacy
  • Input from Orange County Bogleheads Chapter - What would we like to see at the conference? What financial blogs / podcasts do we follow?
In terms of our own internal discussion topics, let me know if there are questions or topics that you'd like to discuss and I can help make sure they get addressed. As usual, we'll reserve most of the time for a general roundtable / Q&A for us to have live discussion on what's top of mind for you all.

I will send out meeting invite details via email closer to the event date. Please email OCBogleheads@gmail.com if you'd like to be included.

Thanks!
Daniel

shelanman
Posts: 581
Joined: Tue Feb 27, 2007 8:35 pm

Re: New Orange County, CA Local Chapter established

Post by shelanman » Mon Jul 13, 2020 10:28 pm

Daniel,

Thanks for continuing to organize these. I'll see everybody bright and early on Saturday! I was really hoping that by this meeting, we'd be able to be in person again, but I'm looking forward to catching up with everyone.

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Tue Jul 14, 2020 2:24 pm

Thanks shelanman! We are still scheduled for this Saturday 9:30am PT, albeit virtually :)

For all those on the group distribution list, I've just shared out the virtual meeting details via email. I look forward to catching up with you all again.

ocdaniel
Posts: 17
Joined: Tue Jul 16, 2019 2:53 pm

Re: New Orange County, CA Local Chapter established

Post by ocdaniel » Tue Aug 11, 2020 8:42 pm

Thanks everyone for attending our July virtual meeting - we had a chance to meet Gail Cox from the Bogle Center and learn about their conference planning process, as well as provide some input. About a dozen people were able to join, and it was good to see some familiar faces. With the virtual format we had our first LA person :)

It looks like the Bogle Center will make an announcement re: the 2020 Bogleheads Conference around Labor Day, so in the meanwhile let's set our October meeting day / time so we have one on the calendar. Our next meeting will be virtual on Thursday October 22, 7:30pm PT. The agenda will be to debrief over the 2020 Bogleheads Conference and share our collective learnings / experiences etc, as well as our usual open format Q&A.

Please email me if you're new and would like to join, and I can get you the virtual meeting info.

Thanks!
Daniel

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