Minnesota Bogleheads Winter Meeting: Jan 21, 2023

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Peter Foley
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Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by Peter Foley »

The winter meeting is scheduled for January 21, 2023. Our usual recent location, Ridgedale Library, Rolf Meeting Room. 9:30 - 11:30 am

The agenda is still being finalized.

Plenary session - Financial Planning Website and Tools

Breakouts
Initiating Successful Money Conversations With Your Parents and Friends
Tracking Portfolios and/or Net Worth
Assessing Risk Tolerance and Applying it to Your Plan
The Idiot in the Mirror: The Need for Behavioral Finance Wisdom and Action

More complete information regarding the agenda will be posted fairly soon.
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Peter Foley
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Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by Peter Foley »

A little more detail regarding the breakout sessions:

Software Demo: Minimizing taxes over one's lifespan (working title)


Initiating Successful Money Conversations With Your Parents & Kids: Are you struggling with uncomfortable money conversations with members of your family? Let's share strategies and stories about successful, productive conversations with the people you love. Issues to consider: dementia, long-term care, inheritance, gifting, etc.
Tracking Portfolios and/or Net Worth: Spreadsheets? Quicken? Online websites? Let's share what tools work for us when we're tracking our investments. For those not tracking yet, this may give you a starting point.
Assessing Risk Tolerance and Applying it to Your Plan. Consider Boglehead Wiki risk assessment and portfolio recommendations. Are they right for you? Have recent market fluctuations affected your risk tolerance?
The Idiot in the Mirror: The need for behavioral finance wisdom and action. Behavioral finance is the study of decision-making errors that can reduce our investment outcomes. We will identify and discuss these biases and irrational behaviors, and share strategies to improve decisions around spending, saving, and investments.
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Peter Foley
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Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by Peter Foley »

Final agenda now available as follows:

9:30 Introduction Welcome, opening remarks, splinter group update by Tom.
9:40 Plenary Presentation Online Resources for Financial Planning: question/answer format
10:40 5-minute break Please help arrange meeting rooms for breakout sessions: Rohlf, Hallway, Rooms 172 and 174
10:45 Breakout Session Choose one topic/table to attend and participate; 45 minutes in length; see choices below
11:30 Wrap Up Thank you for attending! Help clean up. No longer need to stack chairs, return tables.
11:30 Social Time (opt.) Continue discussions with your fellow Boglehead friends; 30 minutes until 12noon

Plenary Session: Chris will demonstrate several resources to find the answers, responding in an "audience picks the question" format: Portfolio Visualizer, JP Morgan Guide to the Markets, St. Louis Federal Reserve FRED Database, Investment Company Institute, AAII, Dinkeytown.net, NewRetirement, Morningstar TIAA Funds Forum, Credit Suisse Research, (and others, omitting the familiar Bogleheads.org).

Breakout Sessions

An Practical Boglehead Financial Management. Where to begin. What to do when. Want to save for retirement but don't know what to do next? Not understanding the 401k your employer signed you up for? Has your partner handled the finances and you want to know more but don't know where to start? Join a discussion to make the next move to your financial freedom.

Diane Tracking Portfolios and/or Net Worth. Spreadsheets? Quicken? Online websites? Let's share what tools work for us when we're tracking our investments. For those not tracking yet, this may give you a starting point.

Tom Assessing Risk Tolerance and Applying It to Your Plan. Consider Boglehead Wiki risk assessment and portfolio recommendations. Are they right for you? Have recent market fluctuations affected your risk tolerance?

Diann The Idiot in the Mirror: The need for behavioral finance wisdom and action. Behavioral finance is the study of decision-making errors that can reduce our investment outcomes. We will identify and discuss these biases and irrational behaviors, and share strategies to improve decisions around spending, saving, and investments.

Chris "Making the Most of TIPS and I-Bond Investments: Open discussion. Discuss highlights based on recent changes in those markets. Which is a better investment now? What is the easiest way to buy these investments?

Upcoming Meetings and Boglehead Resources

"BH Main Group Fall/Winter/Spring | Saturday mornings | Ridgedale Library | mnbogleheads@gmail.com
Next Meeting: Watch for meeting announcement for April/ Fall timeframes
BH East Group Next meeting: Mch 4 | 9:00-11:30am |NEW 4733 US 61, White Bear Lake 55110 | Flexible Agenda - Still Phil | buckp@mac.com
BH West Group Next meeting: Feb 11, 2023 | 9:30-11:30 | Edina Library | Chris | cpatrickharrington@gmail.com
Facebook MN Bogleheads | sign up for closed group | check for updates and local information
John C Bogle Center boglecenter.net | John C Bogle non-profit. Links to the forum, WIKI, YouTube channel, events, and more
Financial Book Exchange Main meeting: bring financial books to share with others. If they aren't needed, please take them with you to donate elsewhere.
ashg
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Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by ashg »

Hello Peter, Is it open for all to attend or do we need to register?
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Peter Foley
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Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by Peter Foley »

This one should be open to all who wish to attend. Pre Covid we were close to room capacity with 100+ at meetings. The past few meetings have had about 70-80 attendees.
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jeff mc
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Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by jeff mc »

Looks like another solid agenda. Hope to see everyone there very soon.

- J
Cody
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Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by Cody »

Looks like a great agenda.
Phil
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Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by mnbogleheadsduluth »

Excited for the meeting this weekend - topics look amazing. Sad that I won't be able to make it.
I am working with the Minnesota Bogleheads group leaders to possibly start a group in the Duluth area.

If you are interested in joining me in starting a Duluth group - reach out to me at: mnbogleheadsduluth@gmail.com
Time and place of meetings will be determined with those who respond.
Looking forward to continuing our learning journey together!
Steve
ashg
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Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by ashg »

I was not able to attend this meeting. Is material form this meeting or any of earlier meetings available for offline consumption?
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Peter Foley
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Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by Peter Foley »

Yes material is available and is sent out to those on the MN Bogleheads mailing list.

I will PM you with an email.

edit below

It is mnbogleheads@gmail.com
brian91480
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Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by brian91480 »

A SE Minnesota group would be nice (Rochester area). đź‘Ť

--- Brian
Hebell
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Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Post by Hebell »

brian91480 wrote: ↑Thu Feb 23, 2023 7:23 pm A SE Minnesota group would be nice (Rochester area). 👍

--- Brian
I agree. It looks pretty certain now that that is where we'll end up after hubby retires. I am so looking forward to meeting this large fellowship of Bogleheads!
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