Presentation (online or in person)
When: Tuesday, July 15, 2025, at 6:00 PM (CST)
Location: Yarborough Branch, Austin Public Library
2200 Hancock Drive, Austin, TX 78756
Register Here: https://us02web.zoom.us/webinar/register/WN_L4naT8WSQCKwFmvCk-Xwvw
Title: Healthcare and Long-Term Care
Speaker: Bill Hawes
Why Everyone Should Know About Healthcare and Long-Term Care
Did you know that most seniors face healthcare costs that could rival their children's education expenses? This presentation will provide valuable insights into healthcare cost trends and long-term care planning.
What You Will Learn:
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The U.S. spends significantly more per person on healthcare than most developed countries
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How healthcare spending changes with age
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What long-term care is, and typical costs by care setting
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The probability of needing long-term care
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Average duration and cost of care per person
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Who pays for long-term care
Speaker Biography:
Bill Hawes, CFA, CFP®, is Co-President of the Austin/San Antonio Chapter of AAII. He also serves as President and Chief Investment Officer of Candor Asset Advisors®, a registered investment advisory firm in Austin, Texas, providing investment management and financial planning services. Bill founded the firm in 2016 and has worked in the investment industry since the late 1990s.
More info: candorassetadvisors.com/about
Title: Profile Risk Check
Speaker: Robert Luedtke
We'll explore several ways to evaluate portfolio risk. Warren Buffett defines risk as the permanent loss of capital. Academics often define it as volatility-but what does that really mean? Perhaps the easiest number to understand is maximum drawdown, but we'll explore several metrics and methods, including:
Let's break it down in a practical and approachable way.
Speaker Biography:
Robert Luedtke is Co-President of the Austin/San Antonio Chapter of AAII. He is a long-term investor who has studied many investment books and methods, and attended multiple Warren Buffett annual meetings, including the most recent one. He invests in stocks, bonds, and real estate.