Ask questions to Learn from others and Share your insights too….
Introducing our Ask, Learn, Share initiative for everyone. It’s an interactive session to discuss specific topics with the session hosts and other participants. Think of it as a free-format, open-ended discussion to address the top questions on the topic. You can ask questions, share your own perspectives and learning, or do both.
Interested? We meet up online for an hour every first Wednesday of the month at 7:00 pm PST. If you’d like to join us, simply reach out to us for the video-chat instructions.
We’re pleased to announce that our Ask-Learn-Share sessions will resume as before starting 1st November 2023. The only change from the previous sessions is that the new ones will be hosted on the first Wednesday of each month, instead of first Thursday. Due to the logistics involved in in-person meets, we will continue to meet online using Microsoft Teams.
Let us know if you have some other topics in mind and would like us to talk about it in a future session. If you want to check out what we discussed in any of the past sessions, simply click the link for the session (if available) to get a summary.
Session History:
| Date | Topic |
| 6 November 2024 | Dividend Investing – Part II |
| 3 October 2024 (*Thursday) | Dividend Investing – Part I |
| 4 September 2024 | International Investment options for Indian residents |
| 1 May 2024 | Key Lessons in Investing |
| 7 February 2024 | Income and Cash-flow for Early Retirees – Part II |
| 3 January 2024 | Bond Investment Challenges – Lessons from the recent rate hike cycle |
| 1 December 2023 | Income and Cash-flow for Early Retirees – Part I |
| 1 November 2023 | Estate Planning Basics |
| 4 August 2022 | Portfolio Benchmarking |
| 7 July 2022 | Investment Discipline in Market Volatility (continued) |
| 2 June 2022 | Investment Discipline in Market Volatility |
| 5 May 2022 | Life Insurance Investments |
| 3 March 2022 | Investing in Annuities: Deep Dive |
| 3 February 2022 | Investing in Annuities: Introduction |
| 6 January 2022 | Measuring Investment Portfolio Risk |
| 2 December 2021 | Goal-based Investments |
| 14 October 2021 | Portfolio Simulation |
| 5 August 2021 | Inflation: Should I worry? |
| 1 July 2021 | Real Estate Investment Trusts (REITs) |
| 3 June 2021 | Fixed Income Investments – Deep Dive |
| 1 April 2021 | Bonding with Bonds |
| 4 March 2021 | Demystifying Taxes |