Our Calendar

Seminar Topics

Financial Advisors: How Do You Choose One?
Asset Allocation Model vs. Business Cycle Investing
Exchange-Traded Funds --- How to Buy the Indexes
Finance 101:  Investing for Dummies!
The Myths of Mutual Funds Investing
Biggest Financial Mistakes Retiress Make
Estate Planning (Wills & Trusts)
Long-Term Care Insurance
College Funding & 529 Plans
Conservative Retirement Planning

Colorado Springs Senior Center Seminars
1514 North Hancock, Colorado Springs, CO --- 10:00 a.m. - 11:30 a.m.

08/07/2008 = "Financial Open Forum"
09/04/2008 = "Financial Advisors: How Do YOu Choose One?"
10/02/2008 = "Estate Planning:  Wills & Trusts"
11/06/2008 = "Current Events:  The Election vs The Stock Market!"
12/04/2008 = "Financial Year-in-Review:  How Did We Do?"

Investment Club Presentations

08/12/2008 - Hardscrabble Investment Club (H.I.C.) (Wetmore)
08/20/2008 - Dames of Wall Street Investment Club (D.O.W.S.) (Colo Spngs)
09/04/2008 - Common Cents Investment Club (C.C.I.C.) (Florence)
09/10/2008 - Centsuous Investment Club (Burlington)
10/07/2008 - Women's Investment Society of Rush (W.I.S.O.R.) (Rush)
10/15/2008 - Dames of Wall Street Investment Club (D.O.W.S.) (Colo Spngs)
10/18/2008 - Super Market Shoppers Investment Club (S.U.M.S.) (Castle Rock)
11/18/2008 - Managing Our Money Safely Investment Club (M.O.M.S.) (Simla)

Call To Schedule Any Of These Presentations For Your Club, Agency or Organization