Profile

WU ZHENG

Contact Details

My Content

1 to 20 of 33 total

Austin/San Antonio April newsletter

Posted By WU ZHENG 04-07-2026 13:06
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
AAII Austin/San Antonio Chapter – April 2026 Newsletter What's New This Month Following member input, we will be hosting informal, in-person gatherings periodically. Members are invited to join us on April 27, 2026, at 12:30 PM at the second-floor food court near the front of Whole Foods in the Domain ...

RE: Face to Face socia?

Posted By WU ZHENG 03-23-2026 10:45
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
You welcome to provide "presentation to stimulate discussion". I am just get meeting started. lol. Wu

Face to Face socia?

Posted By WU ZHENG 03-17-2026 01:07
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
I thought it would be a good idea to meet informally once a month, face to face. I'm thinking of a place with food and tables, such as a restaurant or the Whole Foods food court (upstairs)in Domain. I'm considering either 12:30 PM or 4:00 PM (after market close). Please let me know if you're interested. ...

Tax Planning for Retirement in 2026 - Wade D. Pfau, PhD, CFA, RICP®

Posted By WU ZHENG 03-09-2026 20:41
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
When: Apr 21, 2026 from 19:00 to 20:30 (CT) Associated with AAII Austin/San Antonio Chapter Taxes play a major role in how much of your retirement savings you actually get to spend. In this session, you'll learn how tax maps can help you make smarter decisions about Roth conversions and long-term ...

Austin/San Antonio and Other chapters: Tax Planning for Retirement in 2026 - Wade D Pfau

Posted By WU ZHENG 03-09-2026 20:36
Found In Community: AAII Austin/San Antonio Chapter Events
Register link: https://us02web.zoom.us/webinar/register/WN_-g_vg_hmR9i3oUxDi6keaQ Taxes play a major role in how much of your retirement savings you actually get to spend. In this session, you’ll learn how tax maps can help you make smarter decisions about Roth conversions and long-term capital ...

March 2025 newsletter

Posted By WU ZHENG 03-05-2026 12:46
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
Hello [Contact.InformalOrFirstOrCompany], AAII Austin/San Antonio Chapter – March 2026 Newsletter This month, we will join the Los Angeles Chapter to present Christine Benz and Mary Ann Bartels, who will discuss retirement planning and global market opportunities. Date: Saturday, March 21, 2026 Time: ...

RE: Equity Outlook for 2026

Posted By WU ZHENG 03-03-2026 18:36
Found In Egroup: AAII New York Chapter \ view thread
never mind, found the slid in New York Chapter library. Still look for the recording. ------------------------------ WU ZHENG ------------------------------

RE: Equity Outlook for 2026

Posted By WU ZHENG 03-03-2026 18:20
Found In Egroup: AAII New York Chapter \ view thread
Dennis, Your Program Slides link broke. Also any chance to get the recording? Wu ------------------------------ WU ZHENG ------------------------------

Feburary 2026 newsletter

Posted By WU ZHENG 02-08-2026 11:41
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
AAII Austin/San Antonio Chapter – February 2026 Newsletter AAII Austin/San Antonio Chapter February 2026 Newsletter This month, we will join Houston chapter's presentation Using Charts to Form a Sell Discipline by Katie Stockton on Tuesday February 17, 2026. As in recent months, I have included information ...

RE: Equity Outlook for 2026

Posted By WU ZHENG 02-06-2026 18:09
Found In Egroup: AAII New York Chapter \ view thread
Can somebody point me to the recording of this presentation? ------------------------------ WU ZHENG ------------------------------

December 2025 Newsletter

Posted By WU ZHENG 12-05-2025 13:04
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
AAII Austin/San Antonio Chapter December 2025 Monthly Newsletter This month, we are excited to have Jon Wolfenbarger, CFA, presenting "Four Steps to Bull and Bear Profits." The November presentation recording is available at https://www.aaiiaustinsanantonio.com/archives I am continuing to assemble ...

presentation: What To Know About Equities

Posted By WU ZHENG 10-27-2025 00:56
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
AAII Austin/San Antonio, Cleveland, New York City and Sacramento Chapters Joint Presentation Title: What To Know About Equities Speaker: Bill Hawes Time: Nov 19 Wednesday , 6:00 PM CST Location: online only, register to receive zoom meeting link and add to calendar Register Link: https://us02w ...

What To Know About Equities

Posted By WU ZHENG 10-27-2025 00:30
Found In Community: AAII Austin/San Antonio Chapter Events
AAII Austin/San Antonio, Cleveland, New York City and Sacramento Chapters Joint Presentation Title: What To Know About Equities Speaker: Bill Hawes Time: Nov 19 Wednesday , 6:00 PM CST Location: online only, register to receive zoom meeting link and add to calendar Register Link: ...

Duplicated discussion thread. Deleted

Posted By WU ZHENG 10-03-2025 14:36
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
na

AAII Austin/San Antonio October Presentation: Navigating Medicare 101 - Michelle Feibus (Medicare independent sales agent)

Posted By WU ZHENG 10-03-2025 14:32
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
AAII Austin/San Antonio October Presentation Speaker: Michelle Feibus (Medicare independent sales agent) Title: Navigating Medicare 101 Time: October 15, 2025 – 7:00 PM CT Register: https://us02web.zoom.us/webinar/register/WN_xxE4WhmVTWyhrIjWcPWSzg Description: Navigating the ins ...

RE: Andy Prophet's Primer on Dividend Investing: AAII Income and Cash Flow SIG Thursday, July 17, 2025 - 4 pm-5:30 pm PDT PDT

Posted By WU ZHENG 07-14-2025 10:36
Found In Egroup: AAII New York Chapter \ view thread
use the link in the post https://us02web.zoom.us/webinar/register/WN_d04hofypQH-AcuZW_6UdMQ ------------------------------ WU ZHENG ------------------------------

AAII Austin/San Antonio 8/13/25 Presentation: Tax on Investment

Posted By WU ZHENG 07-13-2025 12:32
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
AAII Austin/San Antonio 8/13/25 Presentation Topic: Tax on Investment Time: 1/21/2026 6:00PM (Central Time Zone) Speaker: Yvonne Stricklen Register: https://us02web.zoom.us/webinar/register/WN_kwe_i3VIQtmOULPvx7VUvg Why Everyone Should Understand Tax on Investment Tax is complicated and can ...

AAII Austin/San Antonio 7/15/25 meeting: healthcare cost and portfolio risk (online and or person)

Posted By WU ZHENG 07-13-2025 10:25
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
When: Jul 15, 2025 from 18:00 to 19:30 (CT) Associated with AAII Austin/San Antonio Chapter 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://us0 ...

Event recording and doc 5/21/2025 Charles Lucey & Frank Erzinger

Posted By WU ZHENG 06-03-2025 22:38
Found In Library: AAII Austin/San Antonio Chapter

Meeting Posting: Austin/Sanantonio chapter meeting: Target Date Funds

Posted By WU ZHENG 05-01-2025 18:46
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
Austin/San Antonio Chapter SIG Meeting (online only) Title: Navigating Target Date Funds Speakers: Charles Lucey & Frank Erzinger Time: 5/21/ 2025 6pm-7:30pm central time Register link: https://us02web.zoom.us/webinar/register/WN_bHUzZ3uTSuGy7GJZ00E-NQ In today's volatile markets, it can be wise ...