There is a wealth of information available about investment theory, ideas to increase returns and strategies for tax savings. However, information doesn't equal knowledge and while much of the information makes sense in theory, it has much less practical value. This presentation will dig into real-life strategies, tools and resources that actually make a difference in improving financial outcomes. Topics will include:
- The bond ladder technique that has nothing to do with interest rates and everything to do with peace of mind, in retirement.
- How the next 30% decline in your portfolio will be much worse than the last one.
- A historical look at income taxes that may change the way you think about your current tax situation
- When to consider hiring a financial advisor, and more importantly when to NOT spend money on financial advice.
- The number one factor in long-term financial happiness.
John Scherer has spent the past 25 years in the financial service world. He opened Trinity Financial Planning in 2001 as a fee-only comprehensive planning firm, operating as a fiduciary long before it became a buzzword. He has been quoted in numerous publications including the Milwaukee Journal Sentinel, Chicago Tribune, USA Today, Kiplinger's magazine and the Wall Street Journal. John was a founding member and past board chair for the Alliance of Comprehensive Planners. He was appointed by Governors Doyle and Walker to multiple public boards, including his current position on the board of the Wisconsin Deferred Compensation Program. He lives in Middleton with his wife Alison and two sons.
Madison Meeting Location
The Oakwood Village University Woods is located at 6205 Mineral Point Road, in Madison Wisconsin. Underground and outdoor visitor parking is available: Enter Oakwood grounds at the traffic light, at Island Drive and Mineral Point Road. Take the left fork, then the second driveway on the right to enter visitor underground parking, marked "E" on this campus map. Push the button for assistance. Do not park in any spot marked "reserved"; take the elevator to first floor lobby where signs or a receptionist will direct you to the Center for Arts and Education. When you exit the underground parking the garage door opens automatically. You may also park in a surface visitor spot (marked spaces along the drive and up the hill toward the large lot). On foot, enter Heritage (6205 Mineral Point Road) at its main entrance (third driveway on the right, at stop sign) or enter the auditorium doors directly from the lower drive. Directions are available via Google Maps, including public transport options.
The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.