January 10th: Economic Update & Member Appreciation Luncheon

Saturday, January 10^th, 2026

“2026 Economic Update", by Andrew Reilly, Market Director, Principal Global Investors

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Member Appreciation Luncheon

It is our pleasure to invite you to a special AAII San Diego member appreciation event on Saturday, January 10^th, 2026. Please join us for a morning of learning, networking, and a luncheon hosted by AAII San Diego. Your generous support of AAII San Diego has built our local community and allowed our growth. This luncheon is provided at no cost to you, our valued members, in grateful appreciation of your support for our chapter. Thank you! 

Please click here to reserve your spot.  seating is limited to 60 seats.

If you are remote from San Diego or can't attend in person,

Please click here to register for our Zoom Broadcast.

Note:   The Zoom broadcast is only for our first speaker.   Our luncheon speaker will NOT  be part of the Zoom board cast.

Andrew Reilly has spoken to us in January of each year since 2020. Andrew will explain where the Economy currently stands and where it is headed in 2026. He will also discuss fiscal and monetary policy, the role of AI, and whether there will be a fourth-straight year of stock-market gains.

Jake Lincoln, CPA, our second speaker, will join us during lunch to discuss the changes to the tax law for individuals. Key parts of the bill include making the tax rates from the 2017 law permanent, increasing the standard deduction, increasing the child tax credit, raising the SALT deduction limitation, and providing tax relief for tip income, overtime pay, and car loan interest. Also discussed will be changes to the Alternative Minimum Tax.

Meeting: Saturday, January 10, 2026. 

8:30 a.m.    Registration/coffee & pastries.

9:00 a.m.     Market update by Rob Bernstein

9:10 a.m.    "2026 Economic Review.", by Andrew Reilly (in person & Zoom)

10:45 a.m.   Q & A for Andrew Reilly

11:00 a.m.   Hosted lunch by AAII.  (in person audience only)

11:30 a.m.   "Understanding Recent Changes to the Tax Code.", by Jake Lincoln (in person audience only)

 Location:

Thank you for supporting AAII San Diego.

 Rob Bernstein, 

President, AAII San Diego