Oct 18, 2017

Andrew Parrott - Edward Jones

Why Edward Jones has Competitive Advantage over Banks and Bank Affiliated Firms.  (pdf)

Sep 27, 2017

QST Capital - Kyle Shearer

Predicting the Probability of a Market Shift

Aug 2017

No Meeting

Jul 2017

No Meeting

June 28 2017

Tom Kopas - Pring Turner

New President, New Agenda and Added Financial Market Uncertainty  (pdf)

May 24, 2017

Eric Nieto - Sage Point Financial

Financial Tips for Retirees  (pdf)

April 26, 2017

Rebecca Harpster - Better Business Bureau

"How to Detect, Avoid and Report Unscrupulous Investment Schemes"

Mar 22, 2017

Tom Henry presented a Video

“Keynes and Hayek - Head to Head” by Roger Garrison    https://www.youtube.com/watch?v=pNX1rMiCU O0&feature=em-share_video_user

Feb 22, 2017

John Hutchinson - Stifel and Co.

Tax-Free Bond Issues from States and Localities

Jan 25, 2017

Michael Young, JD - Elder Law Specialist

Living Wills, Health Care Directives, Portability and other end of life issues.  (pdf)

Want to learn more about investing?  Want to meet experts in the field?  Want answers to your financial questions?  Come join the $UMs in Retirement.
We normally meet on 4th Wednesdays of the month at the Legends Grill at Diablo Creek Golf Course in Concord (click here for directions).  Meetings begin at 8:00 AM and usually last until about 9:30. Come early and enjoy breakfast with your colleagues (they open at 7).
Meetings are open to all Area 2 SIR members and their guests.  We have interesting speakers from the financial and estate planning communities at most meetings.  There is never an obligation or expectation that attendees will purchase any products or services presented by the speakers. We ask for a $2 donation to “pay the rent.”
SIR Area 2 $UMs in Retirement
Co-Chairmen  Tom Henry and Dave Sutton
Next Meeting
Phil Goff (Br 116)

Prior Year Presentations

Year 2016

Year 2015

Year 2014

Year 2013

Next Meeting is Wednesday, November 15 at 8:00 AM.  Jerry Halliday of the Law Office of Robert W. Ash - Estate Preservation if a Spouse Requires Nursing Care.

Recent Presentations