Investment Seminars
RIDERWOOD INVESTMENT SEMINARS
2nd Monday of each month
Village Square Music Room
11 a.m. to 12:00 noon
Different speakers from all companies each month.
Past Speakers –
Monday – November 13th Topic: ” Current Investment Strategies” Speaker: Irwin Minsky (Prudential)
Monday – September 11th Topic: ” Current Investment Strategies” Harris Adams (SFP Financials)
Monday – August 14, 2017 Topic: ” Current Investment Strategies” Speaker: Shatella Winters (Ric Edelman financial services)
Monday – 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 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”
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”.
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
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