AAII Houston – October 2022 Meetings

October Retirement Solutions SIG Meeting

Introducing the HIA Income Portfolio
with Frank Erzinger

10:30 am – noon
Thursday, 13 October 2022

Online
and
In-Person

We have a special event for the October Retirement Solutions SIG Meeting. Frank Erzinger of the Houston Investors Association (HIA) will speak about the HIA Income Portfolio, a model portfolio Frank has developed and managed for HIA since January 2020. HIA is winding down and Frank and many of the other members of HIA are coming over to the AAII Houston Chapter to participate in our investor educational events.

Frank will cover the history and background of the HIA Income Portfolio, its mission, and various guidelines that it uses to try and generate high single digit returns at a relatively low risk level. He will then review what is currently in the $500k portfolio and why. He will address the state of current markets and where income opportunities exist and where they don’t. Please join us to learn of new opportunities for investing for income and capital preservation and to share your ideas with us.

Frank Erzinger has BSc and MSc degrees in Chemical Engineering from the Universities of Wyoming and Southern California (USC) and an MBA from Houston University. He is a Professional Chemical Engineer in California. Frank worked in process engineering for several large engineering companies and then in general management consulting in energy and chemicals for McKinsey and Company and KPMG Peat Marwick. Currently he is the lead consultant for LeanC, LLC Consulting.

Registration: Whether you plan to attend in person or online, please register for the meeting at AAII Houston October Retirement Solutions SIG. Shortly after registering, you will receive an email confirmation containing information for joining the meeting.

Attending in Person: For those of you planning on attending in person, please read the AAII COVID Protocols for In-Person Meetings and In-Person Attendee Acknowledgement.

The location of the Mendenhall Center is shown below.

October Chapter Meeting
Online and In Person

Session 1

Portfolios for Every Economic Cycle
with Wayne Klump

9:00 am – 10:15 am
Saturday, October 15, 2022

Retirement portfolios are preserved and grown using various trading strategies such as maintaining asset allocations or actively timing the market.  In this presentation, Wayne explains the primary economic factors that affect the timing and probability of success of trades and how to recognize them. He’ll show how to manage portfolios with these factors to create smoother more consistent and more profitable returns for more reliable retirement income.

Three things you will take away from this presentation:

  1. The four primary macroeconomic factors which affect investments
  2. How to choose appropriate positions sizes for trades
  3. When the economic environment is optimal for more consistent and profitable returns

Wayne Klump held positions at Blackpier Capital, LLC, in quantitative analysis, strategy development, ongoing research and optimization of equity trading systems.  In 2020 he founded Sleep Well Investing which develops simple portfolios which reduce market risks.  Wayne has a bachelor’s degree in business from the University of North Texas.

Session 2

Financial Planning For and In Retirement

10:30 am – noon
Saturday, October 15, 2022

People are finding it more and more difficult to figure out how to plan for retirement – how to save while working and how to convert their savings into sustainable income for the rest of their lives. To be sure, making the right decisions is an exceedingly complicated task, but it is not impossible.  In this presentation, Wade will identify various risks to retirees outliving their savings and then review and evaluate strategies for safely spending from the portfolio.

Wade Pfau, Ph.D, CFA, RICP, is the founder of Retirement Researcher. He is the Professor of Retirement Income at The American College of Financial Services, a  higher education institution for financial planners. He is author of the book “Retirement Planning Guidebook” (Retirement Researcher Media, 2021). He earned a Ph.D. in economics from Princeton University in 2003 with a dissertation about Social Security reform and became a CFA charterholder in 2011

Registration: This meeting will be online and in-person at Trini Mendenhall Center. Whether you are planning to attend online or in-person, please register in advance for this meeting at AAII Houston October meeting. After registering, you will receive a confirmation email containing information about joining the meeting.

Location:

Trini Mendenhall Community Center
1414 Wirt Rd.
Houston, TX 77055