Anthem Financial Club to have a Zoom meeting on October 1 - No meeting on September 3

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The AFC will not be having a membership meeting on September 3 due to COVID-19 restrictions. 

However, we will be having a “Zoom” meeting on October 1st (7 p.m.). Joyce Barr will speak about the changes planned to Medicare for 2021. Joyce is an SCA resident who has spoken to our Club before.  She is very knowledgeable about Medicare, Medicare Advantage and health plans in general.  Detailed instruction about how to access the webinar will be emailed to Financial Club members.  The instructions and link will also be on the AFC website for use by both Club members and non-members who may want to register for the Zoom meeting.  There are currently no AFC meetings planned for November 5 and December 3.  Information on future AFC meetings will be publicized here on the AFC website.

John Michel will be Club President for rest of 2020

John Michel will be Club President for rest of 2020.  Following the retirement of Lennette Horton as AFC President, the AFC Board of Directors has elected John Michel to serve as President for the remainder of 2020.  John has been very active in the club for many years, serving as VP, Treasurer and Secretary for various years since 2013.  He is also the leader of the very successful Financial Club Breakfast Meetings.   We all thank John for stepping up.

AFC Officers for the rest of 2020: 

President                     John Michel

Vice President             Ira Adler

Treasurer                     Ken Adrian

Secretary                     Larry Jensen

Welcome to new AFC board members Robb Charles and Jane Arnold, who joined the Board at our July 2 meeting. Other AFC board members include Harold Kaufman, Don Manning, Jerry Saepoff; Bill Van Ooyen; Bill Starr; Mike Tiernan; Art Schuetz and David Weil.

Next Financial Club Breakfast Meeting on September 21

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Breakfast meeting

Financial Club breakfast meetings are held on the third Monday of each month at 9:00am in the Arlington Room at Anthem Center.  Due to the continuing uncertainty about use of the SCA facilities, there will be no July breakfast meeting.  The next breakfast meeting is planned for  September 21.  The topic will be: The Secure Act of December 2019: “How will it affect our IRAs and our beneficiaries when they inherit our IRAs? What are the rules for inherited Roth IRAs?”  We will also cover Required Minimum Distributions (RMDs) and how to calculate them. Recent meetings covered Cyber Security, Real Estate Investment Trusts (REITs), Wills & Trusts, Exchange Traded Funds (ETFs), Travel Tips, Cable/Direct/Sling TV, Credit Cards, Life After Anthem, Travel Insurance, and Pre-Paid Funerals.  All meetings have been well attended with lively and informative discussions. For more information, contact John Michel at Michel.JohnF@gmail.com.