Date | Speaker | Topic / Link to post | Handouts / Recordings |
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06/18/22 | Richard Hill | 7 Risks in the Retirement Red Zone | Powerpoint slides PDF slides Webinar available to attendees upon request and for purchase (coming soon) |
05/21/22 | Mike Belotz | Financial Alternatives | slides webinar available to attendees upon request and for purchase (coming soon) |
04/08/22 | Ken Winans | Financial History | slides webinar |
03/12/22 | Paul Townsend | The Future Ain’t What It Used to Be | not available due to compliance |
02/05/22 | Scott Hensley | Tax Outlook for 2022 | slides webinar |
01/08/22 | Dennis Stearns | Sailing in Uncharted Waters: 2022 Scenarios | slides webinar |
12/11/21 | Dr. Eric Wish | Investing and Trading Rules Bases on 50+ Years’ Market Experience | slides webinar |
11/13/21 | Tom Manganello | SEC Overview and Update | slides webinar |
10/08/21 | No meeting | No meeting | |
09/11/2021 | Doug Gerlach | Searching for Quality in Small Cap Stocks | slides webinar
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08/14/21 | Jonathon Pond | Safe Money in Tough Times | webinar |
07/10/21 | Lori Van Dusen | Current Market Outlook | webinar |
06/12/21 | Dr. Derek Yonai | Business, Relationships, and Flourishing | webinar |
05/08/21 | Amy Smith | IBD CANSLIM Investing | webinar |
04/10/21 | Alan Ellman | Covered Option Writing | webinar |
03/24/21 | Liz Ann Sonders | Recent Economic Trends | webinar |
02/13/21 | Ken Martin/Scott Hensley | Tax Strategies | slides webinar |
01/09/21 | Dennis Stearns | COVID End Game Scenarios | slides webinar |
12/12/20 | Brad Thomas | REITs | webinar |
11/14/20 | Craig Israelsen | Portfolios | slides webinar |
10/10/20 | Ken Fisher | Market Impacts of Elections & Disease | slides webinar |
09/12/20 | Frank Li | Hedging Risk | slides |
08/08/20 | Roger Conrad | Dividend Investing | slides webinar |
07/11/20 | John Davi | ETFs | webinar |
06/13/20 | Brian Bingham | Tools for Investing | |
05/09/20 | Marvin Appel | Income Investing | slides |
04/23/20 | Wayne Thorp | A+ Investing (AAII) | |
02/08/20 | Scott Hensley | Tax Strategies | slides |
01/11/20 | Dennis Stearns | Market Outlook | slides |
12/14/19 | Richard Hill | Estate Planning | slides |
11/09/19 | Bruce Johnstone | Geopolitics and the Market | slides |
10/12/19 | Sheldon Ray, Jr. | Investing in China | slides |
09/14/19 | Jeffrey Hirsch | Market Cycles | |
08/10/19 | Lori Van Dusen | Market Outlook | |
07/13/19 | Alex Bryan | ETF Portfolios | slides |
06/08/19 | Christine Benz | Market Outlook | slides |
05/11/19 | Clem Seifert | Crowdfunding in NC | |
04/13/19 | Debra Borchardt | Investing in Cannabis | |
03/09/19 | Steve Shaw | Trading Bonds | |
02/09/19 | Jack Pacheco | Growth Stocks | |
01/12/19 | Dennis Stearns | Market Outlook | slides |
12/08/18 | Richard Hill | Healthcare in Retirement | |
11/10/18 | Gary Antonacci | Dual Momentum Investing | |
10/13/18 | Michael DeRose | Professionally Managed Futures | |
09/08/18 | Raymond Rondeau | Practical Technical Analysis Techniques | |
08/11/18 | Phillip Weiss | Behavioral Finance | slides |
07/14/18 | John Simms | Market Outlook | |
06/09/18 | Michael Walden | NC Economic Forecast | |
05/19/18 | Tony Davidow | Smart Beta Portfolios | slides handout 1 handout 2 |
04/14/18 | Richard Hill | Re-Engineering Retirement | |
03/10/18 | John Dobosz | Dividend & Option Investing | slides |
02/10/18 | Scott Hensley | 2018 Tax Update | slides |
01/06/18 | Dennis Stearns | Market Outlook | slides |
12/09/17 | Benji Jones & Jim Verdonik | Local Public Offerings & Crowdfunding | |
11/11/17 | Keith Knoop | Fixed Income | slides handout 1 handout 2 handout 3 handout 4 handout 5 |
10/14/17 | Roy Johnson | Wealth Management Strategies | |
09/09/17 | Chuck Jaffe | Mutual Funds vs ETFs | |
08/12/17 | Bryan Johnson | Bear Market Analysis | slides handout 1 handout 2 |
07/08/17 | Steven Abernathy | Shareholder Activism | |
06/10/17 | Bob Pugh | Fixed Income Safety Net | slides handout 1 handout 2 |
05/13/17 | Ed Barsano | Robo Investing | |
04/08/17 | Robert Carlson | IRA Strategies | slides |
03/11/17 | Mark Hulbert | Investment Advisory Newsletters | |
02/11/17 | Nicholas Atkeson | Dual Momentum Relative Strength | |
01/21/17 | Dennis Stearns | Market Outlook | |
12/10/16 | Roger Conrad | Utility Investing | |
11/12/16 | Michael Osteen | Value Investing | |
10/08/16 | Roger S. Conrad | Utility Investing | |
09/10/16 | Russ Emrath | Alternative Investments | |
08/13/16 | Greg Lee | Sector Investing | |
07/09/16 | Marilyn Cohen | Municipal & Corporate Bonds | |
10/11/16 | Alan Ellman | Covered Call Writing | slides |
05/14/16 | Paul Townsend | Trading Signals | slides |
04/09/16 | Elliott Gue | Fossil Fuel Investing | slides |
03/12/16 | David Johnson | Portfolio Risk Management | |
02/13/16 | Robert Drach | High Probability Investing | slides |
01/09/16 | Dennis Stearns | Market Outlook | slides |
12/12/15 | Joseph Williamson | Internet Security | |
11/14/15 | Larry Hungerford | Top Fund & Stock Picks | slides |
10/10/15 | Charles Rotblut | Smart Investing | slides |
09/12/15 | Christine Benz | Retirement Income | slides |
08/08/15 | Ian Abbott | Avoiding Bear Markets | slides |
06/13/15 | Anthony Muhlenkamp | Portfolio Management | slides |
05/09/15 | Charles Carlson | DRIPs | slides |
04/11/15 | Lori Schock | Crowd Funding Regulations | slides |
03/14/15 | John Reese | Systematic Stock Selection/Model Portfolios | |