The 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. 

Anthem Financial Club Meetings

Due to COVID19 related uncertainties, AFC is organizing a slate of outstanding speakers for the rest of 2021 via Zoom or in person.

May 6Home Care and Other Long Term Care Alternatives:  Stacy Stoddard and David Stoddard.  Stacy has been a licensed physical therapist over 22 years and David worked as a paramedic and in pharmaceuticals for over 15 years before starting their AMADA Senior Care business eight years ago. 

Members will receive a Zoom login information for this webinar.  Interested non-members should contact David Weil at DWeil89052@yahoo.com for login information 

June 3Options TradingLarry Spodick.  Larry has over 30 years of working on the floor of the American and New York Stock Exchanges in many capacities as an option specialist, market maker, and in the option brokerage business.  He teaches an option trading class for Osher Lifelong Learning Institute at UNLV and is an active daily trader.  This meeting will be held in person!  Check the AFC website for details.  

July 1 - Travel Industry Outlook

September 2 - Cyber Security

October 7 - Joyce Barr -Current Changes and Updates in Medicare 

November 19 - FINRA Representatives from the SEC and Nevada Secretary State Offices

December 2 – Online Commerce vs. Brick-and-Mortar Stores

Additional information on future AFC meetings will be publicized here on the AFC website.

RECENT SPEAKERS

April 1 - Tyre L. Gray, Esq., President of the Nevada Mining Association, (NVMA) and Drew McGregor, Outreach Manager for the NVMA Mining Companies  The presentation covered the latest development in modern mining, the many ways it benefits Nevada economically, and how the 20+ minerals the industry produces makes our everyday lives possible.  For more information, go to www.NevadaMining.org.

March 4 - Chris and Di Wolfgram Owners/Brokers Windmere Real Estate:  Real Estate Market Outlook 2021 Chris' professional background includes over 40 years in real estate, including over 25 years of experience as a general contractor remodeling luxury residential homes. Chris and Di provided an extensive information about the hot local real estate market with low inventory and rising prices.

February 4 - Howard Stutz:  Gaming Industry 2021 and Beyond  Howard is a highly regarded gaming industry analyst. He has been interviewed many times for articles on happenings with respect to casino financials, mergers, profitability, and industry innovation. Howard explained in detail how the COVID-19 pandemic has had a devastating affect on the Las Vegas area economy.  Tourism/business attendance was the lowest in 30 years in airline travel, conventions, entertainment, etc. into the area.  Due to the pandemic, additional safety measures have been added increasing operational costs.  Many changes will be coming in the near future, especially in technology with cashless gaming and digital wallets.

January 7- Bill Robinson, Ph.D.: US Economic Outlook 2021 with COVID 19 via “Zoom” on . In the well attended ZOOM seminar, Dr. Robinson outlined his reasons for asserting that the next several years will be a period of great moderation with low growth. Bill Robinson is an assistant professor of economics at the Lee School of Business at UNLV.  His expertise extends from economics into the realm of technology and computing.  

AFC Officers for 2021

President                     John Michel

Vice President             Robb Charles

Treasurer                     Ken Adrian

Secretary                     Larry Jensen

AFC board members:  Ira Adler, Jerry Saepoff, Bill Starr, Art Schuetz, David Weil, and Jane Arnold.

Several AFC Board Director positions are still open.  Anyone interested in joining the AFC Board of Directors, contact John Michel at Michel.JohnF@gmail.com

Financial Club Breakfast Meetings discontinued until more normal times return

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Breakfast meeting

Financial Club breakfast meetings have been held on the third Monday of each month at 9:00am in the Arlington Room at Anthem Center. The most recent breakfast meeting was held on September 21.  The topic was: 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?”  Also covered were Required Minimum Distributions (RMDs) and how to calculate them. Prior 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. 

The current COVID-19 restrictions and concerns make it necessary to discontinue these meetings until more normal times return.  Stay tuned.  For more information, contact John Michel at Michel.JohnF@gmail.com.