SIR Area 2 $UMs in Retirement
Co-Chairmen  Tom Henry and Dave Sutton
2014 Presentations

Jan 22, 2014

Tom Kopas - PringTurner Capital Group

2014 Annual Update  (pdf)

Feb 26, 2014

Elizabeth Andreason - Morgan Stanley  Email:

An Introduction to Covered Call Writing – The Potential to Generate Income on your Equity Portfolio (pdf)

Mar 26, 2014

Carol Bertocchini - Security 1 Lending

The HUD/FHA Home Equity Conversion Mortgage  (pdf)

Apr 23, 2014

Greg Vogel - GKV Capital Management Inc.

Utilizing ETFs for Portfolio Management. (pdf)

1st Qtr 2014 Report (pdf)

May 28, 2014

Stacey Velez and Eswar Menon - Geneva Investment Management of Chicago, LLC

Investment Opportunities in Emerging Markets

Jun 25, 2014

Jim King and Scott Horton - J.P. King Advisors, Inc.

State of the Markets:  Positioning your Portfolio for Lower Returns Ahead  (pdf)

Jul 23, 2014

Peter Karp, Karp Capital Management

Evolving Markets

Aug 27, 2014

Brent Cunningham, Financial Advisor at Merrill Lynch

Sell Side Indicator and What to Do in 2014, Mid Year Update

Sep 24, 2014

John W. Hutchinson, First Vice President/Investments at Stifel Nicolaus

Municipal Bonds: Three Resons to Invest in this Asset Class

Oct 22, 2014

J. Wesley Smith,  principal at Buchman Provine Brothers Smith LLP in Walnut Creek

Updates on Revocable Planning and Common Irrevocable Planning to Minimize Estate Tax  (pdf)

Nov 2014

No Meeting this Month

Dec 3, 2014

Planning Meeting

Phil Goff (Br 116)

Back to Home Page