Quarterly Event
Apr
14
6:00pm 6:00pm

Quarterly Event

Topic:  Identity theft, home staging, and personal protection when traveling.

Our Speaker, Vince Dawson, is a Lieutenant Colonel in the United States Marine Corps Reserve and currently serves as the Commanding Officer for Marine Wing Support Squadron - 473 in Miramar, CA. During his deployment to Afghanistan, Vince spent six month conducting force protection vulnerability assessments on Afghan Police and Army bases where coalition troops were stations. The primary duty of he and his team were to determine the safety of security of personnel on the base and make recommendations for improvement.

For his civilian career, he is a Sergeant with the City of Salem Police Department. He is assigned to the patrol division and is a past member of the SWAT team and a current Firearms instructor and field training officer. He also holds a Master’s degree in Strategic Studies from the US Army War College.

6:00pm - Light appetizers,
followed by the meeting at 6:30pm

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Myths of Investing
Apr
5
6:00pm 6:00pm

Myths of Investing

This class will examine why over half of all investors do not get market returns and teach you how to measure your portfolio to see if it is efficient. Are you getting the optimal return for the risk you are taking?

The class will also help you identify if your portfolio is built on the common myths of investing created by the industries marketing or if it is prudently built on 50 years of academic research. We will give you tools so that you can see if your portfolio managers are doing what you hired them to do. Your financial goals are important. Learn if your portfolios are constructed in the most advantageous way to help get you to your goals.

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Second Quarterly Event
Apr
7
6:00pm 6:00pm

Second Quarterly Event

Learn how your feelings, beliefs, and attitudes about money affect progress in fulfilling your goals. Guest speaker Shell Tain, will help improve your confidence and effectiveness with money. Shell knows that improving the way you are with money isn't about just number crunching

 

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