Investment Seminars

investment clubRIDERWOOD 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.

Monday – December 11th   Speaker: Dr. Patrick Lee (Baycraft Investments)

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 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, 2015Jim 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

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