Skip to main content

SCA Financial Stock group meeting this Friday

Everyone is welcome to this Fridays, October 18th, Stock group discussion. where we have a guest speaker   discussing his strategies for generating income buy selling options. Should be very informative, and educational. A different perspective/strategy for generating cash flow. 

Friday October 18th, 2:00 pm at the Liberty Center    Hope to see many of you there

Scott 

SCA Financial Club ELECTIONS and updates

Hi everyone; as you know 2025 is rapidly approaching and thus SCA clubs need to hold elections for 2025 leadership. For 2024 you elected nine members. Five of which were elected for new two years terms ending 12/31/2025. Of the remaining four, one has to leave the Leadership group as he has maxed out his 6 year commitment and the other three are running for another two year term. 

There is no maximum to the number of people who can be on the "leadership team" at any single moment so if YOU are interested in serving on the board please reach out directly to me before the October 10th general meeting, so we can discuss what all would be expected of you. We already have one person who wishes to join your club leadership group. 

Immediately after the October 10th meeting we will announce the candidate slate and election procedures, with elections finalized at the November 7th general meeting. The November meeting will ALSO be our annual party meeting, where food and refreshments will be provided.

I hope to hear from many of you as we are always looking for new ideas and input.

Please note the October general meeting will be on the second Thursday in October not the first.. October 10th @ 7:00pm. 

You can contact me by responding to this email, or directly at scitron2@cox.net. If you us the latter please be clear in the heading why you are emailing as I get a lot of junk emails and tend to delete without looking too close at why it was sent. 

Scott Citron SCA Financial club 2024 President      

 

Financial Club education meetings reminder

 2024 Meetings

The next Breakfast Meeting will be held November 13, at 9 am. The subject will be If you took a pill that guaranteed you would live to 120, would your retirement $$ last? This meeting is held in the Liberty Center.  

Stock Meeting will be October 18, 2 pm at Liberty Center. The topic for this meeting will be Covered Options Trading.  For more information contact Scott at scitron2@cox.net. 

MF/ETF Halloween Special will be October 25, 2 pm at Liberty Center. The topic for this meeting will be "Things you should be scared of, and what you do about it".  If you have an ETF subject you would like to explore send your suggestion to scitron2@cox.net. 

Anthem Financial Club Monthly Meetings

  SCHEDULED MEETING TOPICS FOR 2024

The Financial Club has monthly meetings at Anthem Center in the Delaware Room.  Meetings are held the first Thursday of each month. The times will be either 3 pm or 7 pm depending on the speaker we have that month.  Not all speakers are available in the evening.  The time of each month's meeting will be announced by email and in the Spirit Magazine and on the Financial Club website. 

    UPCOMING SPEAKERS

November 7 – 7 pm. Delaware Room – 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. 

November is the end of year wine and cheese reception for club members.  Please come early and enjoy. This meeting is for MEMBERS ONLY.

     RECENT SPEAKERS

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.