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

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. 

     RECENT SPEAKERS

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 

 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.   

We are a "For Information Only" Club

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