Thursday, September 12, 2024
10:30 - 11:30 am (Central Time)
Online Only
The Seven Keys of Retirement Life
with David Buck, Infinity Lifestyle Design
and
Houston Income SIG with Frank Erzinger
David will provide a broad description of the seven keys or descriptors of Life in Retirement, which is a very different thing than talking endlessly about portfolios and investing and tax strategies and the like! Dave will walk us through what it takes for you to make retirement meaningful and effective for you. Dave's presentation includes an offer of an interesting free assessment of your retirement status.
David Buck, a Principal of Infinity Lifestyle Design, primarily serves as a Consultant to Financial Advisors and individual investors. He spent 35 years in business development for Fortune 500 and small businesses. Worked independently and led teams of over 40 people. Fascinated by productivity and time management, started Kairos Management Solutions, LLC. Led him to plan his own post-career life. Certified Professional Retirement Coach (CPRC).
11:30 am - noon
Houston Income SIG with Frank Erzinger, AAII Houston
Frank Erzinger, manager of AAII Houston's highly successfull Income SIG paper portfolio, will review the "IncSig" Guidelines and Pivot Points and update us on its performance.