Free April 13, 2024 In-Person Chapter Meeting & Webinar


  • The Income SIG will meet next Saturday, April 20, at the usual time and place, but John will not attend due to a conflict.
  • The Options SIG will meet on April 27 at the usual time and place.

2024 Chapter Survey
Summary and Takeaways

Chapter president David Drake will present a summary and key takeaways of the 2024 Chapter Survey. The chapter’s board is grateful for the 96 people who responded to the survey, about a third of whom do not attend chapter meetings. The survey consisted of two parts:

Part 1 focused on whether and why you attend meetings, what you want to learn about, whether you can help with chapter leadership, and what improvements the chapter can make.

Key takeaways:

  • Top 2 reasons for attending meetings
  • Top 3 reasons for not attending meetings
  • 38% – 31% – 31% split for Investment Strategies, Investment Vehicles, and Other Topics, respectively; top 10 topics of interest
  • Healthy interest in a new Personal Finance SIG and in lunch groups

Part 2 covers chapter demographics: age, education levels, levels of wealth and debt, retirement plans, and reasons for investing.

Key takeaways:

  • Average age ~72, above average wealth and education levels with little to no debt (will compare to the 2022 FED Survey of Consumer Finances)
  • Mostly self-directed investors

Besides these takeaways, David will explore a bounty of other information. His presentation will conclude with what the chapter plans to do in response to the survey.

Meeting Details:

Date: Saturday, April 13, 2024

Time: 10:00 a.m. EDT (mix and mingle starts at 9:30)

Location: Barwell Road Community Center: 5857 Barwell Park Drive Raleigh, NC 27610

Virtual access: Register to attend the free Zoom webinar. Please consider a donation on our chapter’s Square account to help defray chapter expenses

Cost: Free; donations to defray chapter expenses are welcome

Before attending in person, please read:

If you have symptoms of illness, please join us virtually.