The Investment Seminars Group is currently inactive, but if you would be interested in reactivating it, please contact Community Resources.

Previous Seminars:

November 13th, 2017 Topic: ” Current Investment Strategies” Speaker: Irwin Minsky (Prudential)
September 11th, 2017 Topic: ” Current Investment Strategies” Harris Adams (SFP Financials)
August 14, 2017 Topic: ” Current Investment Strategies” Speaker: Shatella Winters (Ric Edelman financial services)
June 12, 2017 Justin Dean (Edward Jones) Topic: “Making Money”
May 8, 2017 – Matthey Gilcrest (SPC Financial) Topic: “Investment Strategies”
March 13, 2017 – Jim Dowling (Fidelity Investments) topic “Investment Strategies”.
January 9, 2017 – Tony Janoski (Janoski Financial) topic “Market update for the year”.
December 12, 2016 – Patrick Lee, Ph.D. (Bay Craft Asset Management) Topic: Basic outlook for near and intermediate term
November 14, 2016 – Matthew Gilcrist (SPC Financial) Topic: Year End Economics and Tax Update
October 10, 2016 – Sandy Horner (Balt./Wash. Advisors) Topic: Financial Planning Beyond Now and End of the Year
September 12, 2016 – Dana Sippel (Western Financial Services)
July 11, 2016 – Lance Slaughter (Wells Fargo)
June 13, 2016 Harris Adams
May 9, 2016 – Timothy Hando topic “the market”.
April 11, 2016 – Jim Dowling (Fidelity Investments) topic “the market”.
March 14, 2016 – Justin Dean (Edward Jones) topic “investment Perspective”
February 8, 2016 – Matthey Gilcrest (SPC Financial) topic “taxes”.
January 11, 2016 – Tony Janoski (Janoski Financial) topic “taxes”.
December 14, 2015 – Dr Patrick Lee (Bay Craft Asset Management) topic “tax law changes”.
November 9, 2015 – Jeff Sella (SFP Financial) topic “Bulls or Bears”
October 11, 2015 – Harris Adams (SFP Financial) topic “Investing in Today’s Volatile Market”
August 10, 2015 – Michael Spicer (Wealth Maximization). Topic ?”Investing in today’s market”
July 13, 2015 – Dana Sippel (West Financial Services) – subject “Are the Markets Really Overvalued”
June 8, 2015 Justin Dean (Edward Jones) – subject “Something New”
May 11, 2015 – Jim Dowling with Fidelity Ivestments.
April 13, 2015 – Paul Bennett with Wealth Management “Investment ideas”
March 9, 2015 – Jamie Waldren with Wells Fargo.
February 9, 2015 – Robert Barbuto with Merrill/Lynch – subject is “Look Ahead for 2015 Tax Changes”.
January 12, 2015 Dr. Patrick Lee (with Baycraft Asset Mgt). – subject is “Dollars & Cents”.
December 8, 2014 Susan Wheeler (Medallion Group) – subject “Important to Diversify in Portfolio”.
November 10, 2014 Robin Robey (Fisher Investments) – subject “Fixed Income”.
October 13, 2014 Mike Lipschultz (with Morgan Stanley) – subject “Fixed Income”.
September 8, 2014 Michael Spicer – Wealth Maximizer – subject “Achieving Financial Freedom”
July 14, 2014 Jeff Sella – SPC Financial – subject “Tax & Economic Update”
June 9, 2014 Lance Slaughter – VP Wells Fargo subject: “Five Years After Financial Crisis”
May 12, 2014 Dr Patrick Lee — Securities Service Network subject: “What to do now”
April 14 – Eric Eisler — Edward Jones
May 12 -Dr. Patrick Lee — Baycraft Asset Management
June 9 – Lance Slaughter – Wells Fargo
July 14– Jeff Sella- FPC Financial
Aug. 11 – Allen Kampf- First Financial Group
Sept. 8 – Michael Spicer –The Wealth Maximinazion Group
Oct. 13 – Mike Lipshultz- Morgan Stanley