April 24, 2013

Gary Gardener - Life and Wealth Advisors

American Tax Relief Act and How it Applies to Us and How it Applies to the Estate Laws and thus to Planning.

May 22, 2013

Peggy Cabaniss - HC Financial Advisors  Email:  pcabaniss@hcfinancial.com

Getting your estate plans in order:  what to do before someone dies.

Jun 26, 2013

Geoffrey Cable - Destination Wealth Management  Email:  Geoffrey@destinationwm.com

Long Term Care – What you need to know.

Jul 24, 2013

Richard Vandenberg - Atlantic Trust Private Wealth Management Co.  Email: rvandenberg@atlantictrust.com

Asset Allocation Update:  A Third Market Peak or Room to Run?  Should I stay invested? If so where?  In which asset classes?

Aug 28, 2013

David Munson - Retired International Banker.  Email: dlrmunson@gmail.com

How to understand the U.S. Budget.

Sep 25, 2013

Sue and Jim Breedlove - Breedlove Insurance Services.  Emai: Sue@breedloveinsurance.com

Medicare aspects and update on the Affordable Care Act.

Oct 23, 2013

Peter Karp - Karp Capital Management.  Email: peter@karpcapital.com

Peace, Prosperity and Headwinds - A view of our changing world. and how these changes will affect the investment community and our choices for investment opportunities.

Nov 20, 2013

Members only meeting to review topics and speakers.

December 2013

No Meeting This Month

SIR Area 2 $UMs in Retirement
Co-Chairmen  Tom Henry and Dave Sutton
2013 Presentations
Phil Goff (Br 116)

Back to Home Page