September 2025 Meeting Cancelled
Due to a speaker cancellation, the September meeting has been cancelled. We look forward to seeing you in October.
Read more →Member Education For All Things Personal Finance
Due to a speaker cancellation, the September meeting has been cancelled. We look forward to seeing you in October.
Read more →The August meeting of the Investment Club will be held on Wednesday, August 27th at 6:00 pm at Desert Vista. The presentation topic is “Traditional vs DIY Annuities”. In this session we will learn some simple self-directed (DIY) strategies that […]
Read more →The July meeting of the Investment Club will be held on Wednesday, July 23rd at 6:00 pm at Desert Vista. The presentation topic is Using Permanent Life Insurance for Child/Grandchild Gifting. Discover how financially savvy individuals create lasting legacies for […]
Read more →Please join us at 6:00 pm on Wednesday, June 25th at Desert Vista Room 5 for a presentation by Blake Guinn, Assistant Vice President at Battle Born Capital (BBC) (www.battleborncap.com). BBC has brokered over $3.2 billion in private money loans, […]
Read more →Please join us at 6:00 pm on Wednesday, May 28th at Desert Vista Room 5 for a very special presentation by Andrew Graham, CFA, Founder, Managing Partner, and Portfolio Manager at Jackson Square Capital (www.jacksonsquarecap.com). In this session, Andrew will […]
Read more →Join us as our own Vice President, Raymond Czajka, presents “Family Tree Financial Planning”. In this session, Ray will present financial implications of scenarios around multi-generational life events. Topics include, but are not limited to, considerations for: income & asset […]
Read more →The March meeting of the Investment Club will be held on Wednesday, March 26th at 6:00 pm at Desert Vista. The presentation topic is Real Estate Market Update, Outlook, and Investing Climate. This informative, educational session will get us up-to-speed on current real […]
Read more →Our club will be participating in this year’s Club Fair on Wednesday, February 12, 2025 at Desert Vista. Doors open at 6:00 pm. Bring a friend and stop by our table to say “hi” and maybe grab a piece of […]
Read more →The February, 2025 meeting of the Investment Club will be held on February 26, 2025 at 6 pm at Desert Vista Room 5. Please note the time change as this is one hour earlier than our 2024 meetings. The presentation topic is Reverse […]
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