Jul 12, 2009

boglehead meeting minutes - july 11, 2009

attendees: 20... 19 bogleheads + an external speaker.

an expert attorney on estate planning, wills, trusts, etc presented during first part of meeting.

then, last quarter of meeting was the traditional peer-to-peer discussion / breakout sessions.

we're doing a survey to see what MN folks want to do for future boglehead meetings. contact me for a link to the survey if interested in completing it.

next meeting is 14-november, in woodbury unless the survey results indicate other time/format/location is preferred.


a special thanks to our featured speaker today, joe henderson. he talked about estate planning, wills, trusts, etc. very informative. i think our first external speaker we've ever had was a success. whew! his website is http://www.jfhendersonlaw.com/

going forward, i would like to continue setting meeting agendas, durations, times, formats, etc. that benefit the maximum # of people possible. to help do that systematically, i created a short (9 question) survey to find out what the perfect boglehead meeting should be.

next meeting: NOTE: based on survey results, these dates may change... stay tuned... but tentatively, they are:

14-november-2009, in woodbury

and for those planners who look way ahead:
13-mar-2010, bloomington
17-jul-2010, woodbury
13-nov-2010, bloomington

also, there are two other boglehead groups that meet: a west side group led by sandra and an east side group led by phil. if you're interested in these 'in between' meetings, please contact them directly (see the CC email addresses above).

pictures from today: http://www.bogleheads.org/forum/viewtopic.php?p=501452#501452

if interested, you can pre-order the next boglehead book at amazon ($16.47), bogleheads guide to retirement planning: http://www.amazon.com/Bogleheads-Guide-Retirement-Planning/dp/0470455578/ref=sr_1_1?ie=UTF8&s=books&qid=1247369250&sr=8-1

have a great rest of the summer, everyone. i think the survey can really assist making future meetings better. i'm looking forward to seeing the results.


Jul 8, 2009

next meeting: july-11

our next meeting is july-11, 12:00, in bloomington

we're doing something a little unique at this meeting. we've having a guest speaker for the first half. he's an attorney who specializes in estate planning. his talk may discuss various issues around estate planning, such as: wills, living trusts, health care directives (living wills) and assigned powers of attorney. there will be a question and answer session after his 'formal' presentation.

then, we will have our usual 1-2 breakout sessions.

to get an idea on the room layout, and how many handouts to print, and for the wait staffing, having an accurate count of bogleheads really helps our planning. please let me know if you are a "yes / no / maybe", either here or via a direct email to mnbogleheads@gmail.com. thanks!