SIR Area 2 $UMs in Retirement
Co-Chairmen  Tom Henry and Dave Sutton
2016 Presentations

Dec 2016

No Meeting


Nov 16, 2016

Jim Carley, Reverse Funding

Reverse Mortgages and Long Term Care Insurance  (pdf)

Oct 19, 2016

Kevin Gahagan, Mosaic Financial Partners

Estate Planning  (pdf)

Sep 28, 2016

Video Interview - Warren Buffett

Investment methods.

Aug 2016

No Meeting


Jul 2016

No Meeting


Jun 22, 2016

Dave Munson of Branch 174

Websites, Newsletters and Tools available to make good investment decisions.

May 25, 2016

Robert Gallo  of Merrill Lynch


April 28, 2016

Scott Horton of J.D. King Associates

“Economic and Market Outlook plus compliance with new Fiduciary Rule”  (pdf)

Mar 23, 2016

Video Presentation by John Bogle

“Modern Portfolio Theory”

Feb 24, 2016

Joan M. Grimes JD

“Understanding Portability in Estate Planning”  (pdf)

Jan 27, 2016

Tom Kopas of the Pring Turner Capital Group.   

“Financial Outlook—2016”


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Phil Goff (Br 116)