AAII Cleveland Ohio Chapter

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  • 1.  Westside Financial Planning

    Posted 11-23-2021 14:08
    The Westside Financial Planning Subgroup focuses on the fundamental principles of investing to establish and maintain portfolios to meet financial goals. Meetings include presenters on various related topics and interactive discussions on contemporary investing issues of the day.

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    Jenna Brashear
    AAII Community Manager
    Chicago, IL
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  • 2.  RE: Westside Financial Planning

    Posted 12-27-2021 20:33
    Edited by DENNIS LEWIS 09-26-2023 21:09

    Our Next (Virtual) Meeting will be:

    Monday, April 4, 2022
     7:00 PM Eastern Time ONLINE

    What Can Go Wrong?

    Bad news, mayhem, wringing hands, sobbing spouses. It’s not only a a falling stock market that can cause sweaty palms, sleepless nights and headaches. Our world has many monsters that can floor us with a swat of their paws. The Internet, computers, passwords, death and divorce.

    At the April meeting, courtesy of an idea promulgated by the AAII Reno Chapter, we’ll consider the many things that can go wrong and turn our financial world on its head.

    Your assignment: Recollect something that went wrong for you or someone you
    know that messed their financial well-being. What was done about the menace? Was that
    solution good or not? Tell the group about habits or practices that keep your financial life from
    falling into ravines or rolling over cliffs.

    Sign up for Westside Financial Planning Notices by e-mail



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    DENNIS LEWIS
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