Fundamentals of Personal Financial Planning

We meet 7pm Fridays at the Private Room at Panera Bread, 1706 Oakland Road, San Jose
Event posting of the study group: http://www.meetup.com/Hosting/
Have a question? Email CollaborationTalents@googlegroups.com
Before come to the meeting, watch videos at:
https://www.coursera.org/#course/financialplanning

Summary of Study Group Meetings (the latest is on the top)
Study Group Meeting
Date
Attendees
Summary

2-15-2013
Melvin, Jenny, Heather, Eric, Junyun, Tom, Lain, Ngi
We discussed retirement: pension, 401k, IRA, Roth IRA.
4th
2-8-2013
Melvin, Jenny, Heather, Lee, Eric, Junyun, Tom, Henry
We discussed asset allocation, rebalance, real estate.
3rd
2-1-2013
Melvin, Jenny, Heather, Lee, MJ, Eric, Junyun, Richard, Elaine
We discussed life insurance and disability insurance.
2nd
1-25-2013
Melvin, Jenny, Heather, Lee, MJ, Ngi, Lian
We discussed how to reduce tax as well as how to increase income.
1st
1-18-2013
Melvin, Jenny, Heather, Summit, Amy, Andrew, Lee, Jag, Junyun, Ngi, Ben, Elaine
We covered all 6 topics in week 1 but spent most time discussing emergency fund.