2017 Calendar at-a-glance

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Date Type Topic Presenter  
Jan. 21, 2017 Meeting Estate Planning 101 Phillip Kennedy details
Feb. 18, 2017 WorkShop Creating a Fixed-Income Safety Net for Your Portfolio Bob Pugh details
Mar. 16, 2017 Meeting High Yield Investing in the Time of Trump Roger S. Conrad details
Apr. 15, 2017 Meeting OUTLOOK 2017: Will the Bull be Extended or Extinguished? Sam Stovall details
May 20, 2017 Meeting Factor-based Investing Inspired by Wall Street Greats like Lynch & Buffett John P. Reese details
June 17, 2017 Meeting Profiting from Fundamental Stock Analysis Doug Gerlach details
July 15, 2017 Workshop How to Buy a Stock at a Discount and Increase Portfolio Returns Using Two Low-Risk Option Strategies Dr. Alan Ellman and Dr. Eric Wish details
August-2017 No Meeting
Sept. 16, 2017 Meeting Principles of Factor Investing Alberto Rossi details
Oct. 21, 2017 Meeting Morningstar's Best Ideas for 2018 and Beyond Christine Benz details
Nov. 11, 2017 Meeting Maximize IRA Assets for You & Your Heirs Rachel Sheedy details
Dec.-2017 No Meeting