A great turn-out for October's meeting, 22 people. Warren really raised the bar with the power point presentation on Portfolio Rebalancing Strategies. For those of you who didn't know it, Warren brought in his own laptop/projector for the meeting. Wow!
The next meeting
will be on Saturday, January 19, 2013
. Same time (10:30AM)
and same place (Royal Oak Public Library)
. January's agenda was made up from your topic suggestions we collected on Saturday. We chose Portfolio Withdrawal Strategies for the tenured investors and Components of a Total Financial Plan for new/intermediate investors.Agenda
10:30 - 10:35 Introductions.
10:35 - 11:15 Components of a Total Financial Plan. .........(Colum Madden)
11:15 - 11:55 Withdrawal Strategies..............................(Keith Meintjes)
11:55 - 12:00 Closure:
. . . . . . . . . . -- Take suggestions for future discussion topics.
. . . . . . . . . . -- Plan next meeting date.
Our chapter is really taking shape! Each week I am contacted by someone new wanting to be on our email list. As always, you are more than welcome to bring your spouse/friend/coworker/neighbor etc. but I really need an RSVP with the # of people in your group. Send your RSVP to: firstname.lastname@example.org
See you in January,
Colum & Robin
Date: Saturday January 19th, 2013
Time: 10:30am - 12:00 (90 minutes)
Place: Royal Oak Public Library
222 E. 11 Mile Rd
Royal Oak, 48073