Wisconsin - Madison Meetings - Master Thread

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kriskd
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Re: Wisconsin - Madison Meetings - Master Thread

Post by kriskd » Wed Jan 01, 2020 9:37 pm

Isaac'sFoundation wrote:
Sat Dec 21, 2019 7:31 pm
Sprecher's in Madison has closed permanently. I have not heard about a Dec 2019 meeting. Any admin comment on any upcoming meetings?
We meet on the ODD numbered months, so no meeting in December.

The next one is Saturday, January 11, at 12:30 p.m. at the Middleton Public Library.

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Mrs.Feeley
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Re: Wisconsin - Madison Meetings - Master Thread

Post by Mrs.Feeley » Thu Jan 02, 2020 12:21 pm

Join the Madison Bogleheads for our next meeting on:

Saturday, January 11

at the Middleton Library

from 12:30 to 2:30 (note that this is later in the day than the hours when we usually meet)

Discussion subjects (thanks to Larry):

"In our first meeting of 2019, we each presented our portfolio performance of the previous year as well as some idea of our asset allocation and a general idea of how we handled our investments.
Would this be a good annual discussion? (Yes it would! Let's do it.)

If there is time I would like to get some feedback on the idea of how to invest “Once you have won the game” Bill Bernstein has approached this in an interview."


Also note that for our Saturday, March 14 meeting we will be gathering at the Alicia Ashman Library, 733 N. High Point Rd., from 1 to 3 pm.

The Middleton Library is unavailable in March.

Remember, all are invited. Bring your friends. See you then!

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LarryG
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Re: Wisconsin - Madison Meetings - Master Thread

Post by LarryG » Mon Jan 06, 2020 4:55 pm

Madison WI meeting this Saturday-kicking it up.
LarryG

Isaac'sFoundation
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Re: Wisconsin - Madison Meetings - Master Thread

Post by Isaac'sFoundation » Mon Feb 10, 2020 5:05 pm

For those of you interested in hearing financial speakers, below is the information on the upcoming AAII Madison SIG meeting:

Our February 19 meeting is rapidly approaching and we have a fascinating topic in store for attendees: Tips and Pitfalls for US Investors Considering Living Abroad and/or Directly Investing Abroad. If you have ever considered living abroad, have children or relatives who are not US citizens, and/or are considering/have direct foreign investments, you should attend this event and learn about important issues to consider. All of the meeting details are below.


Meeting details:
Topic: Tips and Pitfalls for US Investors Considering Living Abroad and/or Directly Investing Abroad
Speaker: Nancy J. Metzger, International Investment Advisor, Thun Financial Advisors
When: Wednesday, February 19, 2020 at 6-8 PM
Check-in: Begins at 5:30 PM
Cost: No charge, free and open to the public
Where: Oakwood Village University Woods Center for Arts and Education
6205 Mineral Point Road
Madison, WI 53705
Contact: Scott Snyder, 608-609-1762, skennedys@icloud.com

Summary:

This important event for Americans, foreign nationals, and cross-border families discusses compliant international investment management and financial planning. Specifically, how expatriates have unique tax and personal planning considerations. For example, you will learn about:


• Strategic investment portfolio management and financial planning
• International Estate and Gift Tax Planning
• FATCA (Foreign Account Tax Compliance Act) and its consequences
• US Social Security and Medicare
• Treatment of 403(b), 401(k) and IRA accounts if leaving the United States

Speaker's Biography:
Nancy is a financial planning professional at Madison-based Thun Financial Advisors a firm specializing in expatriate wealth advisory and management services. Nancy has spent two decades in various international financial services positions in the United States, Latin America, Europe, Africa, Eurasia and the Middle East. Nancy previously served as Executive Director for a Madison-based impact investment fund investing in alternative small fair-trade and micro-finance companies in Latin America, and as Trust Fund officer for a global trust fund of the International Finance Corporation of the World Bank Group. Nancy is a former Vice President of Financial Markets International, a global capital markets and commercial law consulting firm based in Washington, DC. Nancy is also an attorney, having formerly practiced in Maryland.

Madison Meeting Location:
The Oakwood Village University Woods is located at 6205 Mineral Point Road, in Madison Wisconsin. Underground and outdoor visitor parking is available: Enter Oakwood grounds at the traffic light, at Island Drive and Mineral Point Road. Take the left fork, then the second driveway on the right to enter visitor underground parking, marked “E” on this campus map. Push the button for assistance. Do not park in any spot marked “reserved”; take the elevator to first floor lobby where signs or a receptionist will direct you to the Center for Arts and Education. When you exit the underground parking the garage door opens automatically. You may also park in a surface visitor spot (marked spaces along the drive and up the hill toward the large lot). On foot, enter Heritage (6205 Mineral Point Road) at its main entrance (third driveway on the right, at stop sign) or enter the auditorium doors directly from the lower drive. Directions are available via Google Maps, including public transport options.

The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.

Isaac'sFoundation
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Re: Wisconsin - Madison Meetings - Master Thread

Post by Isaac'sFoundation » Mon Feb 10, 2020 5:07 pm

Here are links to a couple of interesting articles that may generate discussion:

https://www.visualcapitalist.com/700-ye ... est-rates/

https://www.advisorperspectives.com/art ... -from-2019

Josiebear
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Joined: Fri Feb 14, 2020 2:40 pm

Re: Wisconsin - Madison Meetings - Master Thread

Post by Josiebear » Fri Feb 14, 2020 3:29 pm

I would like to be added to the email list, please, but it won't allow me to send a pm on here. Thank you :happy

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