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 […]

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, […]

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 […]

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 […]

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 […]

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 […]