2019 Calendar at-a-glance

Click on "details" for description
Date Type Topic Presenter  
Jan. 19, 2019 Meeting Dividends Plus: Building Wealth and Growing Income in Uncertain Times Roger S. Conrad details
Feb. 23, 2019 Meeting Syncing the Cycles: Economic and Market Cycles in Investment Planning Bob Pugh, CFP®, CFA details
March 16, 2019 Meeting Behavioral Finance: Managing Yourself to Make Better Investment Decisions Philip H. Weiss, CFA, CPA details
April 27, 2019 Meeting The Dumb Things Smart People Do with Their Money Jill Schlesinger, CFP® details
May 18, 2019 Meeting Navigating China's Influence on Investments Sheldon Ray, Jr. CPM® details
June 15, 2019 Meeting Integrating Estate Planning into Your Financial Plan Phillip J. Kenny, J.D., CFP® details
July 13, 2019 Meeting Investing and Trading Rules Based on 50+ Years of Market Experience Dr. Eric D. Wish details
August 2019 No Meeting
Sept. 21, 2019 Meeting Rethinking Bond Investing Steve Shaw details
Oct. 19, 2019 Meeting Dual Momentum Investing for More Profit with Less Risk Gary Antonacci details
Nov. 16, 2019 Meeting How to Build a Strong Portfolio with ETFs Alex Bryan, CFA® details
December 2019 No Meeting