SIR Area 2 $UMs in Retirement
Co-Chairmen  Tom Henry and Dave Sutton
2017 Presentations

Nov 15, 2017

Jerry Halladay of the Law Office of Robert W. Ash

Estate Preservation if a Spouse Requires Nursing Care

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=pNX1rMiCUO0&f eature=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)

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