New Orange County, CA Local Chapter established

US Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements.
Big Dog
Posts: 1529
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: 67
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: 19
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: 2840
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: 4
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: 32
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: 4
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: 9
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: 137
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: 137
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: 4
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: 67
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: 9
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: 2510
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?
Public School K-12 Educators: "Ask NOT what your annuity sales person can do for you, ask what you can do to be a Do-It-Yourselfer (DIY)."

ocdaniel
Posts: 9
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: 9
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: 9
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

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