Master Thread for Charlotte, NC Boglehead Chapter

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jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Mon Feb 02, 2015 6:23 pm

Organizing a master thread here and I will keep it updated with meeting information and notifications.

MAILING LIST: I started a mailing and discussion list last year for all interested Bogleheads with a focus on those persons local to Charlotte. Our discussions around meetings happen here. Please subscribe; this is our primary method of communication. Here's information on addresses for the mailing list.

Code: Select all

Post Message : cltboglehead@yahoogroups.com
Subscribe : cltboglehead-subscribe@yahoogroups.com
Unsubscribe : cltboglehead-unsubscribe@yahoogroups.com
List Owner : cltboglehead-owner@yahoogroups.com
NEXT MEETING: The next meeting will be Saturday, December 5, in Charlotte, at the Panera Bread Myers Park Location - 601 Providence Road. 704-374-0581

Here is a previous meetup thread for reference: viewtopic.php?f=9&t=116183

There is a newer discussion at the end of that thread regarding our February 2015 meeting.
Last edited by jghassell on Mon Sep 14, 2015 7:42 am, edited 2 times in total.

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Saturday, February 28 - 12 pm - Panera Bread, 601 Providence

Post by jghassell » Wed Feb 11, 2015 9:27 am

Here are the details for the meeting.

Saturday, February 28
12 pm – whenever (I believe our previous meetings have been 1.5-2 hours)
Panera Bread Myers Park Location
601 Providence Road. 704-374-0581
Link to directions: https://www.google.com/maps/dir/Charlot ... d35.201585

I tried to choose a centrally located inexpensive place to meet.

I look forward to seeing everyone there.

Jon

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Fri Feb 27, 2015 10:05 am

Just a final reminder about tomorrow's Bogleheads meet up.

Saturday, February 28
12 pm – whenever (I believe our previous meetings have been 1.5-2 hours)
Panera Bread Myers Park Location
601 Providence Road. 704-374-0581
Link to directions: https://www.google.com/maps/dir/Charlot ... d35.201585

I will be the tall guy wearing a shirt. :D

I hope to see you there.

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Sun Mar 01, 2015 10:41 am

Hello, everyone

We had a good meeting yesterday. Thank you to everyone who came out.

As mentioned, I would like to hold meetings every three months. Unless anyone objects, let’s count yesterday’s meeting as a March meeting. I have identified the following dates for the next three meetings so we can all plan ahead:

Saturday, June 6
Saturday, September 12
Saturday, December 5


The Panera Bread location we used yesterday seemed to be agreeable for almost everyone and it is centrally located for any new folks that may become interested in joining us so I propose we continue meeting there unless something comes up.

I believe 12-2pm works well for our purposes.

I’ll be in touch closer to these dates with reminders and potential agenda items.

I look forward to seeing everyone at our New! Improved! Regular(tm) meetings.

Best regards,
Jon

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Charlotte Chapter Meeting Saturday, June 6

Post by jghassell » Fri May 29, 2015 7:57 am

Hello everyone, just a closer-in reminder of our upcoming meeting one week from tomorrow, on
Saturday, June 6.

I’ll send out a final reminder next Friday for those of us who live a little closer to the calendar’s edge :-)

Here are the details for the meeting.

Saturday, June 6
12 pm – whenever (I believe our previous meetings have been 1.5-2 hours)
Panera Bread Myers Park Location
I look forward to seeing everyone there.

Jon

renue74
Posts: 1200
Joined: Tue Apr 07, 2015 7:24 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by renue74 » Fri May 29, 2015 8:10 am

Hi Jon:

I live in Rock Hill and have added myself to the Yahoo group. I won't be able to make the June meeting (we'll be on vacation), but I'll definitely like to attend future events.

Thanks,

Kevin

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Fri May 29, 2015 11:47 am

renue74 wrote:Hi Jon:

I live in Rock Hill and have added myself to the Yahoo group. I won't be able to make the June meeting (we'll be on vacation), but I'll definitely like to attend future events.

Thanks,

Kevin
Welcome, Kevin! We look forward to meeting you at the following meeting on Saturday, September 12.

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

final reminder of Sat, June 6 meeting

Post by jghassell » Fri Jun 05, 2015 8:15 am

A final reminder of our meeting tomorrow on Saturday, June 6.

Here are the details for the meeting.

12 pm – whenever
Panera Bread Myers Park Location
I look forward to seeing everyone there.

Jon

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Mon Jun 08, 2015 11:33 am

We had a great meeting on Saturday. Members Jean, Todd, Jerry, Brandon, and I met with new member Jeff and had a great discussion about business sales, health and dental plans, revisiting existing 401K plan designs on behalf of one's employer, rolling over funds into Vanguard, and more.

Our next meeting will be Saturday, September 12 at 12 PM at the same Panera Bread location. I will make sure to have a sign saying Boglehead Group so that new folks won't miss us and we will try to sit up front this time for easier locating; unfortunately we had a new face that was unable to find us.

All are welcome. See you soon.

Jon

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Wed Sep 09, 2015 9:44 am

Final reminder: the Charlotte Boglehead group will be meeting at noon in a couple of days on Saturday, September 12.

Panera Bread Myers Park Location
601 Providence Road. 704-374-0581

I will have a small sign and we will camp toward the front of the restaurant.

Hope to see all of you there.

Jon

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Thu Sep 10, 2015 7:43 am

I'm getting responses from several of our regular members that they're unable to make this Saturday. Could I ask that if you are planning to come to the meeting on Saturday that you join our list and say you'll be there?

To subscribe, send an e-mail to cltboglehead-subscribe@yahoogroups.com and follow the instructions. Then just post a message to the list (after you've joined, e-mail cltboglehead@yahoogroups.com) and say I'll be there.

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Mon Sep 14, 2015 7:32 am

We had a meeting full of new faces on Saturday. Aubrey, Brenda, Bruce, and Gary joined longtime member Jean and me at Panera and we had a good discussion of frugality, Vanguard in general, home building and remodeling, backdoor Roth IRAs, rental property, and West Jefferson, North Carolina as a second home location. Thanks to everyone who came out.

Our next meeting will be Saturday, December 5 at 12 PM at the same Panera Bread location. I'll send out a reminder one month beforehand and then the week of the meeting. I hope to see everyone there.

Also, in keeping with our current meeting pattern of the first or second Saturday of the last month of each calendar quarter, I'd like to set the following meeting dates for our chapter in 2016:

Saturday, December 5, 2015 (last of this year)
Saturday, March 5, 2016
Saturday, June 4, 2016
Saturday, September 10, 2016
Saturday, December 3, 2016


Hope to see everyone there.

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Mon Dec 14, 2015 10:04 am

As we close out 2015, I'd like to keep an eye toward the future. As I've said before, I think quarterly meetings are a good cadence for our group. I think that without more members there is probably no reason to meet more often, but on the other hand stretching regular meetings to every six months may prevent someone in need of more timely perspective or advice from receiving it from our group.

Here are the meeting dates for our chapter in 2016:

Saturday, March 5, 2016
Saturday, June 4, 2016
Saturday, September 10, 2016
Saturday, December 3, 2016

I hope to see everyone in March. Have a fantastic holiday season.

IrishDad
Posts: 3
Joined: Sun May 07, 2017 10:08 am

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by IrishDad » Sun May 07, 2017 10:51 am

Is this still an active chapter? If so, what are meeting dates for 2017?

wgfoster5882
Posts: 3
Joined: Thu Nov 29, 2007 8:44 am

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by wgfoster5882 » Sat Jun 17, 2017 5:30 am

IrishDad,
Wondering same thing. Have you heard from anyone else?
Gary Foster

kfspalding
Posts: 1
Joined: Tue Feb 20, 2018 8:49 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by kfspalding » Tue Feb 20, 2018 8:53 pm

I've just joined Bogleheads and was hoping there may be a Charlotte Chapter. I live in Gastonia. Looks like no activity for a while. Is there a pulse?
Rangoon, Rangoon...Come in Rangoon...

Cheers,
Kevin Spalding

boxcarwilly
Posts: 6
Joined: Fri Feb 23, 2018 6:18 am

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by boxcarwilly » Fri Feb 23, 2018 6:28 am

I'm brand new on here.. I've been reading the Bogleheads book and thus got interested in the forum. I live just south of Charlotte but work in Charlotte. Hopefully there is a chapter here. I'd come to a meeting if my work schedule allows.

Willy

SuperSaver
Posts: 108
Joined: Sat Aug 23, 2014 8:27 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by SuperSaver » Fri Feb 23, 2018 4:06 pm

Ditto. Would be interested in meeting locally.

youngt2
Posts: 26
Joined: Wed Feb 02, 2011 2:25 am

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by youngt2 » Fri Mar 23, 2018 3:53 am

I'd be up for meeting as well in Charlotte. Looks like the originator of this post isn't active anymore. Anyone tried emailing the original emails that were created?

cherijoh
Posts: 4994
Joined: Tue Feb 20, 2007 4:49 pm
Location: Charlotte NC

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by cherijoh » Fri Mar 23, 2018 5:06 am

I think the Charlotte chapter fizzled - again. :(

I would be interested in helping to resuscitate the group. I'm getting ready to retire next month, so would have more time to help plan an event. But I don't want the sole responsibility for the group resting on my shoulders - been there done that with another group! :oops:

If anyone is interested in helping to get the Charlotte chapter back on its feet please PM me.

Regina00
Posts: 1
Joined: Mon Jan 29, 2018 10:01 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by Regina00 » Sat Apr 14, 2018 6:46 pm

I would also like to join and help participate. Maybe a list of responsibilities that the group would need to be in charge of and see if others willing to step up for a particular task? Also throw a date or two for a meeting out there to see the interested count. Gus S

IfIHadANickel
Posts: 1
Joined: Tue Apr 17, 2018 1:31 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by IfIHadANickel » Tue Apr 17, 2018 2:04 pm

I am incredibly new to investing and trying to beef up my personal financing knowledge. I recently moved to the Charlotte area from Chicago and would like to get involved with the forum and local chapter.

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Wed Apr 18, 2018 7:29 am

...see next post
Last edited by jghassell on Wed Apr 18, 2018 7:34 am, edited 1 time in total.

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Wed Apr 18, 2018 7:34 am

kfspalding wrote:
Tue Feb 20, 2018 8:53 pm
I've just joined Bogleheads and was hoping there may be a Charlotte Chapter. I live in Gastonia. Looks like no activity for a while. Is there a pulse?
Rangoon, Rangoon...Come in Rangoon...

Cheers,
Kevin Spalding
IrishDad wrote:
Sun May 07, 2017 10:51 am
Is this still an active chapter? If so, what are meeting dates for 2017?
wgfoster5882 wrote:
Sat Jun 17, 2017 5:30 am
IrishDad,
Wondering same thing. Have you heard from anyone else?
Gary Foster
boxcarwilly wrote:
Fri Feb 23, 2018 6:28 am
I'm brand new on here.. I've been reading the Bogleheads book and thus got interested in the forum. I live just south of Charlotte but work in Charlotte. Hopefully there is a chapter here. I'd come to a meeting if my work schedule allows.

Willy
SuperSaver wrote:
Fri Feb 23, 2018 4:06 pm
Ditto. Would be interested in meeting locally.
youngt2 wrote:
Fri Mar 23, 2018 3:53 am
I'd be up for meeting as well in Charlotte. Looks like the originator of this post isn't active anymore. Anyone tried emailing the original emails that were created?
cherijoh wrote:
Fri Mar 23, 2018 5:06 am
I think the Charlotte chapter fizzled - again. :(

I would be interested in helping to resuscitate the group. I'm getting ready to retire next month, so would have more time to help plan an event. But I don't want the sole responsibility for the group resting on my shoulders - been there done that with another group! :oops:

If anyone is interested in helping to get the Charlotte chapter back on its feet please PM me.
Regina00 wrote:
Sat Apr 14, 2018 6:46 pm
I would also like to join and help participate. Maybe a list of responsibilities that the group would need to be in charge of and see if others willing to step up for a particular task? Also throw a date or two for a meeting out there to see the interested count. Gus S
IfIHadANickel wrote:
Tue Apr 17, 2018 2:04 pm
I am incredibly new to investing and trying to beef up my personal financing knowledge. I recently moved to the Charlotte area from Chicago and would like to get involved with the forum and local chapter.
The Charlotte chapter is still active and indeed we had a meeting in December. Reports of our death are greatly exaggerated. I apologize for forgetting to post about it here in this master thread, but as noted, our primary method of communication is the mailing list. We're about due for another meeting. I'd invite all of you who are interested to please join our mailing list - send an e-mail to cltboglehead-subscribe@yahoogroups.com and follow the instructions that are sent back.

jghassell
Posts: 64
Joined: Fri Jul 01, 2011 12:36 pm

Re: Master Thread for Charlotte, NC Boglehead Chapter

Post by jghassell » Fri Apr 20, 2018 7:52 am

Update: the next meeting of the Charlotte Bogleheads group will be on Saturday, May 12 at 1 PM.

Panera Bread Myers Park Location
601 Providence Road. 704-374-0581

All are welcome!

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