​​​​​*** UPCOMING EVENTS ***

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Austin/San Antonio Chapter Webinar (In Person+Online)

 

• Date: Tues, July 15th 2025

• Time: 6:00 – 7:30 PM CST

• Topics: 

  • Healthcare and Long-Term Care, Speaker: Bill Hawes

  • Risky Business, Speaker: Robert Luedtke

• Registration: ZOOM LINK

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Title: Healthcare and Long-Term Care
Speaker: Bill Hawes

Why Everyone Should Know About Healthcare and Long-Term Care
Did you know that most seniors face healthcare costs that could rival their children’s education expenses? This presentation will provide valuable insights into healthcare cost trends and long-term care planning.

What You Will Learn:

• The U.S. spends significantly more per person on healthcare than most developed countries

• How healthcare spending changes with age

• What long-term care is, and typical costs by care setting

• The probability of needing long-term care

• Average duration and cost of care per person

• Who pays for long-term care

Speaker Biography:
Bill Hawe, CFA, CFP®, is Co-President of the Austin/San Antonio Chapter of AAII. He also serves as President and Chief Investment Officer of Candor Asset Advisors®, a registered investment advisory firm in Austin, Texas, providing investment management and financial planning services. Bill founded the firm in 2016 and has worked in the investment industry since the late 1990s.
More info: candorassetadvisors.com/about

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Title: Risky Business 
Speaker: Robert Luedtke

Is there an easy way to visualize the riskiness of different portfolios when compared to each other? We’ll explore several ways to evaluate portfolio risk. Warren Buffett defines risk as the permanent loss of capital. Academics often define it as volatility—but what does that really mean? Perhaps the easiest number to understand is maximum drawdown. Maybe the risk most investors worry about is running out of money in their senior years. Are there ways to make this less likely to happen without using annuities? Who is William Bengen? We’ll explore several metrics and methods, including:

• Treynor Ratio, Ulcer Index

• Modigliani Risk-Adjusted Performance

• Using a basket of different risk measures to help figure out the least risky portfolio between several options

Let’s break it down in a practical and approachable way.

Speaker Biography:
Robert Luedtke is Co-President of the Austin/San Antonio Chapter of AAII. He is a long-term investor who has studied many investment books and methods, and attended multiple Warren Buffett annual meetings, including the most recent one. He invests in stocks, bonds, and real estate.

Tentative Future Events:

• August 13 at 6:00 PM CST – Updates on Tax Changes with Yvonne Stricklen, CPA

• September 23 at 7:00 PM CST – Understanding Medicare with Michelle Feibus