$ums in Retirement
Co-Chairmen
Allen Espenmiller, George Schulze and Leary Wong
Want to learn more about investing?  Want to meet experts in the field?  Want answers to your financial questions?  Come join the $ums in Retirement.
We meet on the 4th Wednesday of each month (3rd Wednesday in November and no meeting in December) at the Legends Grill at Diablo Creek Golf Course.  Meetings begin at 8:00am and last about 1½ hours. Come earlier to buy breakfast.
Meetings are open to all Area 2 SIR members and their guests.  We have an interesting speaker from the investment community for each meeting.  Meetings are free and enjoyable.  Come join us and learn to be a better investor.

April, 2012

Wes Smith, Estate Attorney

Revocable and Irrevocable Trust Planning

March, 2012

Brent Cunningham of Merrill Lynch Wealth Management

Outlook 2012

February 2012

Rick Ashburn of Creekside Partners

Stock Market Outlook and Answers to Attendees Questions

January 2012

Tom Kopas of Pring Turner

Are You Prepared for another lost decade?

Past Presentation Materials

Webmaster
Phil Goff (Br 116)