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Investors Interest Group

When: Monday, June 16, 2014 - 7:00 PM - 8:30 PM
Where: Porter Meeting Room (large)

Learn how Market Linked Investments can help individuals gain exposure to stocks, bonds, and other asset classes while capitalizing on current opportunities and market views. Manage risk and invest in specific themes such as - downside protection, enhanced return, steady income or greater market access. Presented by Mr. Michael Sofka, PMD/Financial Advisor with Merrill Lynch.

From Vision to Values: The art of strategic planning

When: Monday, June 09, 2014 - 7:00 PM - 8:00 PM
Where: Dover Meeting Room (medium)

Learn the importance of Vision and Mission on a companies Strategic direction. Simon Ellett, from Business Advisers of Cleveland, will explain how these two key factors help determine everything from Values and Culture to Objectives and Priorities.

Investors' Interest Group

When: Monday, May 19, 2014 - 7:00 PM - 8:30 PM
Where: Porter Meeting Room (large)

Solving the Retirement Income Puzzle: Strategies and vehicles to help maintain your income during retirement. Discussion includes transitioning from accumulation to distribution so that you avoid running out of money. Presented by SOFA (The Society for Financial Awareness)

Investors' Interest Group

When: Monday, April 21, 2014 - 7:00 PM - 8:30 PM
Where: Porter Meeting Room (large)

"Using Multiple Customized Indicators to make Buy/Sell Decisions" We will learn how to use trend-following techniques to detect changing trends in the market, thus helping us to make buy and sell decisions. Presented by F. Louis Floyd, FLF Consulting, LLC