FINRA Investor Education Event March 23rd 9:00 am-11:00 am Hannerman Hall

All SCA residents are invited to join the Financial Club and the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation for a FREE investor education event and brunch on March 23 in Hanneman Hall from 9 a.m. until 11 a.m.
There’s no denying that securities markets today look different than they did decades ago - or even just 10 years ago, following the financial crisis. Financial experts from the FINRA Foundation, the U.S. Securities and Exchange Commission and the Nevada Secretary of State Securities Division will share important updates, review key investing principles and introduce you to a range of tools investors can use to make informed investment decisions. This is an educational program—no sales presentations will be permitted during the program or on the premises.
Admission is free and open to all SCA residents but seating is limited. Reserve your spot by picking up a ticket in Anthem Center from March 12-16 between 9 a.m. and 12 noon. Previous programs have sold out quickly, so don’t delay! If you have any questions, contact the Anthem Financial Club, online at You must register and present your ticket to be admitted!

AFC Officers for 2018 Elected at November 8 meeting

At the November 8 general membership meeting, the following slate of Anthem Financial Club Officers for 2018 was presented to the membership for a vote.  The full slate was unanimously elected, with no nominations from the floor. 

Our 2018 Officers will be:

President – Lennette Horton

Vice President – Ira Adler

Treasurer – Bill Van Ooyen

Secretary – John Michel

Bob Massi February 21st 2018

A well attended meeting, with Bob Massi and sons presenting entertaining and enlightening infromation on Nevada Real Estate law, Identity theft and other topics revelavant to our sun City anthem community.    

April 11th Meeting: Speaker Barbara Coffee, Director of Economic Development/Tourism for the City of Henderson

Barbra Coffee serves as the Director of Economic Development/Tourism for the City of Henderson. She is responsible for the city’s economic development and tourism strategy, which includes local business retention and expansion programs, business and tourism attraction, small business and entrepreneurial development. In addition, Coffee oversees the city's destination marketing efforts and the Henderson Convention Center operations.

Before starting with the city in June 2013, Barbra was the Economic Development Director for the city of College Park, Ga. While director, she oversaw the development of more than 200 acres of city-owned property and coordinated the activities of the College Park Business and Industrial Development Authority, focusing many of her efforts on downtown
redevelopment and corridor revitalization. 

Barbra has also managed economic development for a number of other municipalities. From 2003-2009, Barbra held numerous positions while coordinating and implementing several different redevelopment strategies for the city of Goodyear, Ariz. Her career in Goodyear culminated as a Senior Development Manager for their Economic Development department, where she coordinated business recruitment and marketing efforts for the city. Prior to her time in Arizona, Barbra was involved in the revitalization efforts of downtown Houston and the Main Street Project of Marlin, Texas. Barbra actively participates in several international and national organizations that focus on key aspects of economic development and redevelopment. In 2003, she joined the International Council of Shopping Centers and from 2011-2013 served as their Georgia State Alliance Co-Chair. In addition, she is a member of NAIOP and the Urban Land Institute.

She received her Bachelor of Science in Radio-TV-Film from the University of Texas at Austin in 1990, followed by a Master of Liberal Arts in International Studies from the University of St. Thomas in Houston, Texas. In 2008, she earned her Certified Economic Developer (CEcD) designation from the International Economic Development
Council and attained her Economic Development Finance Professional (EDFP) credential from the National Development Council in 2012.

2017 Guess the Dow Winners

The "Dow" (DJIA) closed at 24719.22 for the year 2017. 

The winners were announced at the January 10, 2018 members meeting. Winners had to be present to receive their prize.

1st Place: Ken Adrian 24822.00

2nd Place: Charles Fedderson 24503.89

3rd Place: Bernie Horton 24222.00

Thank you everyone who participated. We will have another “Guess the Dow” for the first half of 2018. Good Luck to everyone!

January 10th Speaker Scott Taylor of Piercy Bowler Taylor and Kern

We had an excellent meeting with Scott Taylor of Piercy Bowler Taylor and Kern. Scott went over the new tax bill for 2018 and beyond, and discussed how that would effect retirees and business people. The audence was very engaged and responded by asking lots of questions. Scott offered to talk with any of our members who have questions specific to their circumstance. He can be reached at



FINRA Program for March 23

FINRA (Financial Industry Regulatory Authority) will present a workshop to the Club and Association members on March 23rd at about 9 AM.  The presentation is entitled, “Smart Investing in Today’s Environment”. When this workshop was presented several years ago, it was to a capacity crowd. The seminar is free, but participants must have a ticket to attend. As plans are finalized in next few weeks, separate e-mails will be sent to Club members.  To learn more about what the non-profit organization does to protect the investor, go to their web site:


Clark County Assessor Michele Shafe Presentation at the November 9 meeting

Clark County Assessor Michele Shafe gave a very interesting and informative slide presentation at the November 9 meeting.  That presentation is available under "Documents" at the right side of this home page.  Ms. Shafe impressed many of us with her taxpayer-friendly comments about keeping property taxes low, and not removing the 3% cap.  There is a persistent effort to remove that cap so that local governments will have more funds available.  Also attending, and participating in the extensive Q&A, was Briana Johnson, Assistant Director in the Clark County Assessor's Office.  Ms. Shafe announced that she will be retiring, and she is supporting Ms. Johnson to be elected as the Clark County Assessor.  The photo shows Anthem Financial Club President Joy Rose presenting Michele Shafe with a recognition certificate from the AFC.

Dan Schwartz, Treasurer for the State of Nevada, joined us for our October 11, 2017 meeting

Dan Schwartz, Treasurer for the State of Nevada, joined us for our October 11, 2017 meeting.  Since taking office in January 2015, the Treasurer’s Office has revamped the State’s investment program, tripling returns; backed ESAs and launched a College Savings Program aimed at creating a “culture of education” in Nevada; and, reduced the processing period in unclaimed property from 120 to 20 days.  He also successfully questioned the Faraday Future project in North Las Vegas, which saved the state $175 million in bad loans.  He spoke at length about the ESA's, and the funding issues that have developed.  He is an announced candidate for Nevada Governor in 2018.

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