Comprehensive Longevity Plan
with John O’Keefe, AAII Houston
Thursday, May 15, 2025
10:30 – noon (Central Time)
Online Only
John will review a Comprehensive Longevity Plan developed by Chris Heye, PhD, for Wealthcare Planning LLC which identifies key financial, healthcare, and lifestyle preparations for aging. The plan includes seven components: financial management, wealth transfer, decision-making support, healthcare strategy, living arrangements, driving transitions, and insurance coverage. John will discuss the challenges of long-term planning, such as cognitive decline and human tendencies to prioritize immediate rewards. The plan highlights best practices for successful longevity planning include early preparation, consistent communication, building a trusted support team, and leveraging AI and technology.
We look forward to your active participation in this discussion.
Update on the Income SIG Portfolio
with Frank Erzinger, AAII Houston
Following a review the performance of the AAII Houston Income portfolio, Frank will update us on changes in fund families including exchange traded, closed end, and mutual.