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SCA Financial Stock meeting March 14th

The next Stock Meeting will be held March 14, at 2:00 pm at Liberty Center. 

The subject will be The Four Worse Mistakes when Investing in Stocks.

This meeting is held in the Liberty Center and lead by Scott Citron.

IMPORTANT It has been reported since mid-February that for many SCA clubs, the club emails are automatically going into spam folders. So if you are not receiving club emails please check your Spam folder. 

This will be corrected, but until it is keep an eye on your Spam folder for club emails.

 

 

SCA Financial club: STOCK INVESTING 101 Session 2, March 28 @ 2:00

The first session of "Stock Investing 101" on February 28th was very well attended.  All SCA Financial Club members are welcome to attend. 

If you missed the first session, you are welcome to attend on March 28, but as we progress the sessions get more advanced and complicated.  

This is a five session, hopefully, educational presentation. You can attend all the sessions or just the ones that interest you.

 The first session was titled "Why Invest in Stocks, and Can I do this?"

The session ran about 90 minutes. 

Paper hand outs are provided.

Please bring something to write with, and a willingness to learn and discuss.

The five sessions are as follows

 1.Why invest, and Can I do this? 

2.Portfolio building: My risk tolerances: Where do I get my ideas

 3.What do I Buy Stocks, ETFs, Funds, and how do I decide which ones

 4.Basic Timing Basic chart patterns: Know when to hold em… 

5. Fundament Decisions vs Technical Decisions

If you missed the class, download the lesson material from the right column of this homepage. Look for 1 - Investing 101. Each week the lesson will be posted in this column.

Investing class last Fridays of the month

Whether you are a new investor or a seasoned one, come and learn or brush up your knowledge. This will be the first of five classes. 

Second session March 28th, at 2:00 pm in the Liberty Center . No sign-up needed, if you are a club member feel free to attend.   

If you are not a club member, you can join that day. 

Investing 101 - New education class

STOCK INVESTING 101

WHY, WHERE, WHEN, HOW AND WHAT OF STOCK INVESTING 

The stock market can seem like a complicated place, because it is!  There are so very many stocks to choose from, and now there are ETFS and mutual funds, and indexes. And there are other things traded on the stock market, that seem like stocks but aren’t, or maybe there are, or maybe we don’t care what they are if there is an opportunity to make money. Things like: Crypto, Gold and other commodities, metals, etc.

This program/discussion Is designed to help you get through the noise and confusion and show you a path to being able to invest in stocks/ETFS/mutual funds on your own.  Or, help you to decide that being a “self-directed” investor isn’t for you.

There are other investments associated with the stock market that we will not discuss. We will not discuss investing in options, or futures, or most derivatives, and almost nothing with leverage, except maybe some leveraged ETFS in lesson #3 

You will learn, or at least hear, many of Scott’s almost famous investing and life euphemisms and phrases.

Knowledge is power, especially when you learn how to use it

The next session is Friday, March 28th, 2 pm at Liberty.  Scott will lead the sessions. 

Financial Club education meetings reminder

 2025 Meetings

The next Breakfast Meeting will be held April 9, at 9 am. The subject will be "Tariffs".  This meeting is held in the Liberty Center and lead by John Michel, michel.johnf@gmail.com
 

Stock/MF/ETF Meeting- Next meeting will be March 14, at Liberty Center at 2 pm. The subject is The Four Worst Mistakes for Investing in Stocks. For more information contact Scott at scitron2@cox.net. 

March 28, 2 pm Liberty Center.  Investing 101 a dynamic new discussion group dedicated to demystifying the world of investing. Whether you're a complete beginner or looking to refine your financial strategies, this group provides a welcoming environment to learn and share insights about the fundamentals of investing. Join us for Investing 101 and start your journey towards financial literacy and independence! The meet is will be held monthly beginning February 28 at 2 pm at Liberty Center. For more information contact Scott at scitron2@cox.net. 

Anthem Financial Club Monthly Meetings

  SCHEDULED MEETING TOPICS FOR 2025

The Financial Club has monthly meetings at Anthem Center in the Delaware Room.  Meetings are held the first Thursday of each month. The times we offer our speakers are 4 pm or 7 pm. Not all speakers are available in the evening. The time of each month's meeting will be announced by this email, in the Spirit Magazine and on the Financial Club website. 

    UPCOMING SPEAKERS

April 3 - Michael Lee, Ph.D. - AI Inclusion on Financial Platforms -  Assistant Professor at the UNLV Lee Business School. He specializes in the application of data analytics and AI to business primarily in public health and financial management. He worked for over 25 years in data management, analytics, and IT management in addition to 15 years as a self-employed consultant with a worldwide client base. He has also worked in both the public and private sectors in roles ranging from database developer to Chief Technology Officer. 

     RECENT SPEAKERS

February 6 - FINRA breakfast meeting. The Financial Industry Regulatory Agency, U.S. Securities and Exchange Commission, and State of Nevada Secretary of State regulators spoke to us about investment trends and the fraud and scams that accompany them. 

January 9 - Elihu Vann and Jaclyn O’Malley, office of the Chief Investigator in the Office of the Nevada State Secretary, Criminal Investigations Division. This presentation is designed to equip you with the knowledge and tools needed to safeguard your finances against fraud. 

December 5 - Melissa Matson - Asset Protection and Growth  Melissa is an a licensed insurance professional focused on helping pre-retirees and retirees preserve and grow their retirement savings utilizing strategic retirement income planning. This will be an educational talk on methods of tax savings and growing and preserving your investment capital. 

November 7 John Mugan - Income Tax Law and Estate Law - John Mugan is an accomplished attorney with over thirty years of extensive estate planning and business law experience including estate and trust litigation. He will talk to the club on IRS tax law as it affects us, Inherited IRS Distribution laws, and estate laws. 

October 10 - Joyce Barr- Sun City Health Care Medicare 2025  - Joyce will talk about the many changes to Medicare in 2025.  She calls it “the Unintended Consequences of Reducing Drug Prices”. Come to the meeting and learn what to expect from Medicare next year. 

September 5 - Rob Lauer – CEO, Las Vegas Space Port – Rob Lauer told us of the plans for the company to build a space port west of Las Vegas near Pahrump.  He spoke of the plans he Space Port to provide Space Pilot certification training, zero gravity training, virtual reality space training, flights to the edge of space, and a post high school STEM Academy.

June 6 - Jay Hatfield portfolio manager for Income Securities - His subject is Fixed-Income Investing for Investors. He has almost three decades of experience in the securities and investment industries.  

May 2 - Brian Adams and Jerad Tasco, Principal Planners, City of Henderson, Community Development and Services. They told us about the planned land use and approved developments for the City of Henderson. Their staff performs analysis of future projects and negotiates with developers to ensure the highest quality of development for the City.

April 4 - Andrew Muha retired from the Internal Revenue Service. He told us about his IRS experience auditing publicly traded companies, types of IRS enforcement, and the importance of privacy of information. 

March 7 - Holly Sweetin, BSN, RN, CCRN - Interim Chief Nursing Officer, – She explained the major advantages of having a patient advocate and explained our rights as a patient.  If you are hospitalized and unable to manage your financial assets for a period of time, it is important to have the best advocacy and know your rights to help expedite the management of your recovery. 

February 1 - Theresa Le - Senior Trust Manager - She explained the major advantages of having a Trust and the roles of the parties to the Trust.  If you have a Trust, it is a good time to learn the advantages of using a Bank or Trust Company as your successor-trustee to manage and administer the assets in your Trust when the need arises.  

January 11 - Commissioner Michael Naft - he spoke on the big project Las Vegas is involved in and how they affect the financial health of the city and county. He spoke about F1 and lessons learned.  He spoke on the upcoming high-speed rail planned to run between Las Vegas and Los Angeles. 

December 7 – Chris Sotirov – Healthcare in Retirement - Chris will be discussing an important topic for us all, the cost of health care and long term care and how those can affect a comfortable retirement. He will also discuss what Medicare pays for and what it does not pay for.  Be sure to attend this meeting. 

November 2 -Howard Stutz -  Award winning journalist of the Nevada Independent  Howard writes about the casino gaming industry and tourism. He always has great insights into local events. He gave a very interesting talk about the major events that will be taking place in Las Vegas.

October 5 - Nevada Lt. Governor Stavros Anthony - As  Nevada's 37th Lieutenant Governor, Stavros Anthony spoke about Nevada tourism, education, business and economic development initiatives, and a general overview of current government issues in Nevada. 

September 7 - Dr. Pamela Donnelly - a college admissions specialist for over 20 year.  She told us about the avenues of payment for higher education. If you missed the presentation, How to Fund a College Education, her slides are included in the Document list on the right side of the web page.

July 6 -Ira Adler - The Federal Reserve and Monetary Policy His talk will focuses on the structure and mission of the Federal Reserve and explain the current environment of high interest rates to fight inflation.

 June 1 - Andrew Segal - Insurance Specialist with an emphasis on education. 

April 26  - Keith Fitz-Gerald - founding Partner of Keith Fitz-Gerald Research and founder of One Bar Ahead. 

April 6 - Chris and Di Wolfgram - Windemere Real Estate They previewed the 2023 real estate market forecast for Henderson.

March 2 - Jimmy Lee - Wealth Management - He appears regularly on CNBC, Fox Business, Yahoo Finance, and TD Ameritrade.  He has been profiled and quoted in the Wall St. Journal, Marketwatch, and Bloomberg, Financial. 

February 2 - Michelle Romero - Mayor of Henderson - She presented the current city status and her priorities for managing the city we live in.  

January 5 -  John Michel and Scott Citron - How to get the most out of the Financial Club 

Anthem Financial Club

 The Anthem Financial Club provides timely and educational financial information in a casual, yet professional, format. Topics regularly covered include managing investments, trading strategies, taxes, Medicare, estate planning, IRAs, casino management, local government, utilities and more. 

This website will list the speaker schedule for the remainder of the year as well as the agenda for the Special Interest Educatom Groups.

The boxes on the right are links and documents for several financial resources and topics of interest.

The tabs above provide links to information about the Financial Club including historical information.