May 9, Saturday Starting at 9:00 AM PT
FIRST SPEAKER: Richard Lehman, Author, Instructor at Cal Poly and U.C. Berkeley
FIRST PRESENTATION TITLE:
A finance professor's tips on options, trends, and behavioral finance.
FIRST PRESENTATION DESCRIPTION
The indisputable fact is that, as a group, individual investors significantly underperform the market indexes over time. Among the challenges individuals face are dealing effectively with huge amounts of data, a lack of deep training and expertise, concentrated portfolios, and the negative influence of a host of behavioral biases that most people are completely unaware of. Learn tips on how to tackle these challenges from a long-time market veteran, author, and college professor.
ATTEND THIS MEETING TO LEARN:
1. How to use simple trend analysis to see the bigger picture, help identify opportunities, and enhance the timing of trades
2. How to use options to hedge positions, generate income, and fine-tune your trading strategy
3. How to avoid behavioral biases that wreak havoc with your trading success
FIRST SPEAKER’S BIOGRAPHY
Richard Lehman is a finance professor at Cal Poly and UC Berkeley, now in his 22nd year of teaching. Prior to that, his financial career spanned 20+ years with Wall Street firms, The New York Stock Exchange, and the Wealth Management division at Mechanics Bank. He took first place in the professional division of a Barrons trading contest in 1984 and has published two books on options and one on behavioral finance.
SECOND SPEAKER: Brian Schwatka, REALTOR®, Transition Specialist, & Certified Seniors Advisor (CSA).
SECOND PRESENTATION TITLE:
Stay or Go: A Clear Path Forward – How to Think Clearly About Your Next Chapter
SECOND PRESENTATION DESCRIPTION
At some point, every homeowner faces an important question: Should I stay in my home… or is it time to make a change? This decision can feel overwhelming, emotional, and filled with uncertainty. Many people find themselves “on the fence,” unsure of what to do next. In this educational presentation, Brian Schwatka — Realtor and Transition Specialist — shares a simple, structured approach to help homeowners think clearly about this crossroads and move forward with confidence.
ATTEND THIS MEETING TO LEARN:
1. Why this decision is often more emotional than logical
2. How your environment, community, and lifestyle impact your quality of life
3. The difference between a growth mindset and a decline mindset
4. A practical 5-step framework to evaluate your situation
5. How to move forward with greater clarity, confidence, and less stress
SECOND SPEAKER’S BIOGRAPHY
Brian Schwatka is a Realtor and Transition Specialist who has helped homeowners navigate important housing decisions since 2004. He is a Certified Senior Advisor (CSA) and creator of the “Stay or Go Homeowner” system, designed to help people decide whether to remain in their current home or explore other living options. Brian combines real estate expertise with a structured, educational approach to help clients gain clarity, reduce stress, and make confident decisions about their future.
About This Meeting
Silicon Valley AAII offers this Webinar on Zoom for free. If you would like to register for Zoom or invite people, please register using the Zoom Registration system by clicking.
https://us02web.zoom.us/webinar/register/WN_niNiuNwUS36LPnItaP_5GA
Meeting Details
9:00 am Pacific Introduction
9:05 am Pacific First Presentation and Q&A
10:20 am Pacific Second Presentation and Q&A
11:40 am Pacific Anticipated End
Silicon Valley AAII offers this Webinar for free, and encourages those who can, to donate $5 or $10 to help fund the overhead on hosting services. Click Here for the Donation link on Eventbrite: https://www.eventbrite.com/e/may-event-1-behavioral-finance-2-housing-transition-considerations-tickets-1987363726404
Then Click on Get Tickets and scroll down to Donate.
CHAPTER INFORMATION
Chapter President, Lynn Gillette
Email aaiichapter_siliconvalley@yahoo.com
Web Page www.aaii.com/localchapters
Website www.siliconvalleyaaii.org
Facebook www.facebook.com/sv.aaii
Meetup www.meetup.com/AAII-Silicon-Valley-Meetup
CI: https://groups.google.com/g/aaii-silicon-valley-computerized-investing
Fintech (FT) Discussion Group: www.meetup.com/fintechrealtech
ALL SIG PROGRAMS WILL BE WEBCAST ON ZOOM
SIG groups will be webcast only. We broadcast from 6:30 to 8:30 p.m. and may extend to 9:00 p.m. if there are extra questions. For webcast SIG meeting details see our chapter website at www.siliconvalleyaaii.org.
Investing Discussion Group
Lynn Gillette, aaiichapter_siliconvalley@yahoo.com
Discuss investment ideas and trends in a relaxed, small group setting. Meetings are the fourth Monday of each month (except September & December). See www.meetup.com/AAII-Silicon-Valley-Meetup.
Financial Planning Discussion Group
Debra Stikes, dstikes.svaaii@gmail.com
Informal presentations and discussion on a range of financial planning topics, including investing, taxes, retirement planning and more. Meetings are the second Wednesday of each month, September through June. See www.meetup.com/AAII-Silicon-Valley-Meetup.
Computerized Investing Group
Don Maurer, DonWM@comcast.net
The CI group discusses and presents ideas on how to use computers in investing focusing on rules, algorithms, programs and computerized investing tools of various flavors. Meetings are on the first Thursday of each month at 6:30 p.m. Join our Google group: https://groups.google.com/g/aaii-silicon-valley-computerized-investing. See our OneDrive for previous meetings and info: https://1drv.ms/u/s!ArVYry6KpqBthckzBCrT3KTt8xgovQ?e=Qb9vym.
Fintech Discussion Group
Roland Chow, roland.svaaii@gmail.com
Discusses current and emerging trends in finance and technology and how consumers can benefit. Topics covered include how technology is disrupting investment, banking, insurance and everyday finance. Meets Thursday nights. Meetup link: www.meetup.com/fintechrealtech.