San Francisco Mid Peninsula, California Chapter

US Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements.
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

Next SF Bogleheads Meeting Thursday November 17, 2022 7PM Pacific Time

Post by nance »

Next SF Bogleheads Meeting Thursday November 17, 2022 7PM Pacific Time ONLINE - 8 Mountain, 9 Central - 10PM Eastern Time

Topic: 2022/23 tax update
Things to know, things you can do before year-end / anytime!
By our Member: Francis

Plus: Medicare Open Enrollment discussion

Join our newsletter to get zoom link

San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

Next SF Bogleheads Meeting Thursday December 15, 2022 7PM Pacific Time ONLINE - 8 Mountain, 9 Central - 10PM Eastern Tim

Post by nance »

Next SF Bogleheads Meeting Thursday December 15, 2022 7PM Pacific Time ONLINE - 8 Mountain, 9 Central - 10PM Eastern Time

Subject: Tax Loss Harvesting Bonds, CDs Plus get your General Questions answered.

Tax loss harvesting bonds, Treasuries, and CDs. Why? How?

Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

Join our mailing list to get zoom link

San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

Next SF Bogleheads Meeting Thursday February 16, 2023 7PM Pacific Time ONLINE - 8 Mountain, 9 Central - 10PM Eastern Tim

Post by nance »

Next SF Bogleheads Meeting Thursday February 16, 2023 7PM Pacific Time ONLINE - 8 Mountain, 9 Central - 10PM Eastern Time

Subject: ESG - Environmental Social Governance Investing (aka SRI Socially Responsible Investing)

What is it? Why? What are the gotchas?

Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

Join our mailing list to get zoom link

San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

Th March 16, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern

Post by nance »

Next SF Bogleheads Meeting Thursday March 16, 2023 6:30PM Pacific Time IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern

Our first Hybrid Meeting - First in person meeting in over 3 years!
Note NEW TIME.

Subject: Annuities 101
What are they? Are they right for me? What are the different types?

Plus
General Personal Finance Q&A Discussion including Silicon Valley Bank Debacle

Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

===

Burlingame Main Library
Lower Study Room D (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station. Lots of free parking

Note: The Burlingame library Recommends masks in study rooms.

COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html

OR join us virtually

Zoom link sent to all on our mailing list:

San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

SF Bogleheads Meeting Thursday April 27, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM

Post by nance »

SF Bogleheads Meeting Thursday April 27, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern

Our second Hybrid Meeting - Note The New time.

Subject: Modern Guide to Real Estate Investing
What is it? Is it right for me? What are the downsides?

Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

===

Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station. Lots of free parking

Note: The Burlingame library Recommends masks in study rooms.

COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html


OR join us virtually

Join Zoom Meeting
https://us06web.zoom.us/j/88483619067?p ... Z3VWdpZz09

Meeting ID: 884 8361 9067
Passcode: 061162
One tap mobile
+16699006833,,88483619067#,,,,*061162# US (San Jose)
+16694449171,,88483619067#,,,,*061162# US

Dial by your location
+1 669 900 6833 US (San Jose)
+1 669 444 9171 US
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 719 359 4580 US
+1 253 205 0468 US
+1 312 626 6799 US (Chicago)
+1 360 209 5623 US
+1 386 347 5053 US
+1 507 473 4847 US
+1 564 217 2000 US
+1 646 931 3860 US
+1 689 278 1000 US
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
+1 305 224 1968 US
+1 309 205 3325 US
Meeting ID: 884 8361 9067
Passcode: 061162
Find your local number: https://us06web.zoom.us/u/keelNEcXPQ


San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

Thursday May 18, 2023 6:30PM Pacific Meeting - Money Market, Treasuries, Bonds

Post by nance »

SF Bogleheads Meeting Thursday May 18, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern

Our third Hybrid Meeting - Note The New time.

Subject: Treasuries are having higher returns than bonds. WTF is going on?
- Understand why money market yields are beating BND right now.
- A deep dive into US Treasuries and Bonds
By our Member Konstantin

Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

===

Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station. Lots of free parking

Note: The Burlingame library Recommends masks in study rooms.

COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html


OR join us virtually

Time: May 18, 2023 06:30 PM Pacific Time (US and Canada)

Join Zoom Meeting
https://us06web.zoom.us/j/81792832628?p ... hteTMvZz09

Meeting ID: 817 9283 2628
Passcode: 661304
One tap mobile
+16694449171,,81792832628#,,,,*661304# US
+16699006833,,81792832628#,,,,*661304# US (San Jose)

Dial by your location
+1 669 444 9171 US
+1 669 900 6833 US (San Jose)
+1 253 205 0468 US
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 719 359 4580 US
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
+1 305 224 1968 US
+1 309 205 3325 US
+1 312 626 6799 US (Chicago)
+1 360 209 5623 US
+1 386 347 5053 US
+1 507 473 4847 US
+1 564 217 2000 US
+1 646 931 3860 US
+1 689 278 1000 US
Meeting ID: 817 9283 2628
Passcode: 661304
Find your local number: https://us06web.zoom.us/u/kbRxyvRju1

San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

SF Bogleheads Meeting Thursday July 20, 2023 6:30PM Pacific

Post by nance »

SF Bogleheads Meeting Thursday July 20, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern

Hybrid Meeting in person AND online

Subject: IRAs: Roth, SIMPLE, Backdoor, and other Complexities
By our Member Francis


Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

===

Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station. Lots of free parking

Note: The Burlingame library Recommends masks in study rooms.

COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html

OR join us virtually:

Join Zoom Meeting
https://us06web.zoom.us/j/89823306267?p ... NYMzMxUT09

Meeting ID: 898 2330 6267
Passcode: 309283

---

One tap mobile
+16699006833,,89823306267#,,,,*309283# US (San Jose)
+16694449171,,89823306267#,,,,*309283# US

---

Dial by your location
• +1 669 900 6833 US (San Jose)
• +1 669 444 9171 US
• +1 253 215 8782 US (Tacoma)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US

Meeting ID: 898 2330 6267
Passcode: 309283

Find your local number: https://us06web.zoom.us/u/kc5mkn5jG3


San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

SF Bogleheads Meeting Wed August 16, 2023 5:30PM Pacific - IN PERSON & ONLINE - 6:30 Mountain, 730 Central - 830PM Ea

Post by nance »

SF Bogleheads Meeting Wednesday August 16, 2023 5:30PM Pacific - IN PERSON & ONLINE - 6:30 Mountain, 730 Central - 830PM Eastern

Note: Special Time/Day
Hybrid Meeting in person AND online

Subject: Advanced Estate Planning

By Rebekah Sapirstein, Director - Tax, Trust, & Estate - Charles Schwab
Learn key estate planning concepts to help take greater control over your assets and better prepare for a planning conversation

Meeting is open to ALL, whether Schwab client or otherwise

Remote users can signup for this Webex based meeting:
https://schwabmeeting.webex.com/weblink ... 7a5d9d65b5


Our friends at Schwab have kindly setup this meeting and can do:
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

===

Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station. Lots of free parking

Note: The Burlingame library Recommends masks in study rooms.

COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html

OR join us virtually - Must sign up ahead of time:
https://schwabmeeting.webex.com/weblink ... 7a5d9d65b5
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

SF Bogleheads Meeting Thursday September 21, 2023 6:30PM Pacific

Post by nance »

SF Bogleheads Meeting Thursday September 21, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern

Hybrid Meeting in person AND online

Subject: Inflation Adjusted Income Streams via TIPS
By Dru Cabler

With CPI adjusted annuities not currently available and pensions of any type becoming more rare, many retirees wish to have a source of guaranteed income that is automatically adjusted for inflation. Social Security certainly provides this, but many retirees wish to have a larger income floor than Social Security provides. One way to accomplish this is by augmenting Social Security with an additional income stream using TIPS. In this presentation, we will discuss how to do this by purchasing a ladder of TIPS bonds as well as some alternative methods using TIPS ETFs or Mutual funds.


Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

===

Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station. Lots of free parking

Note: The Burlingame library Recommends masks in study rooms.

COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html

OR join us virtually:

Join Zoom Meeting
https://us06web.zoom.us/j/84979542721?p ... t6aUEzdz09

Meeting ID: 849 7954 2721
Passcode: 716939

---

One tap mobile
+16699006833,,84979542721#,,,,*716939# US (San Jose)
+16694449171,,84979542721#,,,,*716939# US

---

Dial by your location
• +1 669 900 6833 US (San Jose)
• +1 669 444 9171 US
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 346 248 7799 US (Houston)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)

Meeting ID: 849 7954 2721
Passcode: 716939

Find your local number: https://us06web.zoom.us/u/kDQpeqMS8




San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

SF Bogleheads Meeting Th October 19, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eas

Post by nance »

SF Bogleheads Meeting Thursday October 19, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern

Hybrid Meeting in person AND online

Subject: Bogleheads 2023 Conference Summary

We will return from the Bogleheads 2023 Conference in Washington, DC to discuss interesting information gleemed from the presentations.


Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

===

Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station. Lots of free parking

Note: The Burlingame library Recommends masks in study rooms.

COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html

OR join us virtually:

https://us06web.zoom.us/j/81847774450?p ... R20piczx.1

Meeting ID: 818 4777 4450
Passcode: 473180

---

One tap mobile
+16694449171,,81847774450#,,,,*473180# US
+16699006833,,81847774450#,,,,*473180# US (San Jose)

---

Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US

Meeting ID: 818 4777 4450
Passcode: 473180

Find your local number: https://us06web.zoom.us/u/kbFQ1rqSC

===

San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
==============================================

Unsubscribe *|HTML:EMAIL|* from this list:
*|UNSUB|*
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

Thursday November 16, 2023 Meeting - Year End Tax Planning

Post by nance »

SF Bogleheads Meeting Thursday November 16, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern


Subject: 2023 Year-End Tax Discussion
By our member Francis Sameon


Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

Hybrid Meeting in person AND online

===

Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station. Lots of free parking

Note: The Burlingame library Recommends masks in study rooms.

COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html

OR join us virtually:
https://us06web.zoom.us/j/81636207434?p ... 0tJF1GuS.1

Meeting ID: 816 3620 7434
Passcode: 573857

---

One tap mobile
+16694449171,,81636207434#,,,,*573857# US
+16699006833,,81636207434#,,,,*573857# US (San Jose)

---

Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US

Meeting ID: 816 3620 7434
Passcode: 573857

Find your local number: https://us06web.zoom.us/u/kcTDJzJZOh

===

San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

SF Bogleheads Meeting Wednesday January 10, 2024 5:30PM Pacific - IN PERSON & ONLINE - 6:30 Mountain, 730 Central - 830P

Post by nance »

SF Bogleheads Meeting Wednesday January 10, 2024 5:30PM Pacific - ONLINE - 6:30 Mountain, 730 Central - 830PM Eastern
NOW ONLINE ONLY

Special Meeting with a Fixed Income expert from Schwab!

Subject: Today's Interest Rate Environment and Fixed Income investing

After an unprecedented series of rate hikes by the federal reserve, many clients are asking "why shouldn't I just put everything in a short-term treasury?"

Join us for a discussion with Collin Martin and Cooper Howard of Schwab's Center for Financial Research while we talk about today's interest rate environment and different ways investors can navigate and take advantage of it.

By Special Guest: Deane Antoniou, CMT - Charles Schwab Director of Wealth & Asset Management Solutions

Please Register in advance:
https://schwabmeeting.webex.com/weblink ... 93d7e1c441

Q&A - Confidentially ask questions on investing and we will discuss them during the meeting. Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

===

Join by video system

Dial 25345393935@schwabmeeting.webex.com

You can also dial 173.243.2.68 and enter your webinar number.

Join by phone

1-855-244-8681 Call-in toll-free number (US/Canada)

1-650-479-3207 Call-in number (US/Canada)

Access code: 2534 539 3935



San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

SF Bogleheads Meeting Thursday February 15, 2024

Post by nance »

SF Bogleheads Meeting Thursday February 15, 2024 6:00PM Pacific - IN PERSON & ONLINE - 7:00 Mountain, 800 Central - 900PM Eastern


Subject: Do I need a Financial planner?
Achieve your financial life goals to the fullest by lifting the fog of your personal finance.

Present by certified financial planner Nasira Iqbal, CFP , M.S. AFPFLP

Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

Hybrid Meeting in person AND online

===

Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station. Lots of free parking

Note: The Burlingame library Recommends masks in study rooms.

COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html

OR join us virtually:

Time: Th Feb 15, 2024 06:00 PM Pacific Time (US and Canada)

Join Zoom Meeting
https://us06web.zoom.us/j/83515184594?p ... k07tjtSf.1

Meeting ID: 835 1518 4594
Passcode: 130344

---

One tap mobile
+16694449171,,83515184594#,,,,*130344# US
+16699006833,,83515184594#,,,,*130344# US (San Jose)

---

Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US

Meeting ID: 835 1518 4594
Passcode: 130344

Find your local number: https://us06web.zoom.us/u/kxfFAVnv0

San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Topic Author
nance
Posts: 92
Joined: Fri Feb 06, 2009 2:45 pm

SF Bogleheads Meeting Thursday March 21, 2024 6:30PM Pacific

Post by nance »

SF Bogleheads Meeting Thursday March 21, 2024 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern

Building a Financially Savvy Generation: Insights and Actions for Nationwide Change

Tim Ranzetta, co-founder of Next Gen Personal Finance (NGPF), was inspired to establish the nonprofit in 2014 after witnessing the transformative impact of financial education at Eastside College Prep in East Palo Alto, California. His experience teaching first-gen students highlighted the vital role of financial literacy in empowering individuals and communities, leading him to ensure NGPF's resources—including curriculum and professional development—remain free through an endowment. Since its inception, NGPF has reached over 94,000 teachers and 3 million students annually across the United States, significantly enhancing financial education with its award-winning materials. Ranzetta's advocacy efforts have also contributed to increasing the number of states mandating a standalone personal finance course from 8 to 25 as of January 2024. Prior to NGPF, Tim co-founded several companies and holds a BS in Commerce from the University of Virginia and an MBA from the Stanford Graduate School of Business.

Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6

Hybrid Meeting in person AND online

===

Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station. Lots of free parking

Note: The Burlingame library Recommends masks in study rooms.

COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html

OR join us virtually:

Join Zoom Meeting
https://us06web.zoom.us/j/87029226681?p ... GuT8obeD.1

Meeting ID: 870 2922 6681
Passcode: 382828

---

One tap mobile
+16699006833,,87029226681#,,,,*382828# US (San Jose)
+16694449171,,87029226681#,,,,*382828# US

---

Dial by your location
• +1 669 900 6833 US (San Jose)
• +1 669 444 9171 US
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 346 248 7799 US (Houston)
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US

Meeting ID: 870 2922 6681
Passcode: 382828

Find your local number: https://us06web.zoom.us/u/kexfccFlA8

San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Post Reply