Financial Education

The mission of the Financial Education SIG is to provide information and share experiences in the area of personal financial matters. The goal is to provide members with the knowledge to take a more active and informed role in their own financial affairs.

The MONTHLY SEMINAR features presentations by industry professionals on a wide variety of current financial subjects.

The INVESTING WORKSHOP is held twice/month and provides members an opportunity to ask questions, share experiences, and discuss all things financial.

The SIG does not provide financial advice or invest money.

Meeting Times: Nov - March
Contact: Scott Wallick - financial@grandcomputers.org

Calendar

DateTimeLocationTopic
December 13, 20241:00 PMChaparral Center, Hopi Room

Financial Education SIG Seminar

Speaker: Jerry Ball, of Fidelity in Peoria

Topic: Tax Considerations for Investing

December 16, 20248:00 AMChaparral Center, Apache Room

Financial Education Workshop topic: Building a "Play" Account with Robinhood.

Speaker: Ron Bousman

December 19, 20248:00 AMChaparral Center, Pima Room

Investment Analysis

January 6, 20258:00 AMChaparral Center, Apache Room

Financial Education Workshop topic: Using Our New Club Express Website

Speaker: Ann Hopperstad

January 10, 20251:00 PMChaparral Center, Hopi Room

Monthly Seminar topic: Estate Planning

Guest Speaker: David Eastman

January 16, 20258:00 AMComputer Club Classroom

Investment Analysis

January 20, 20258:00 AMChaparral Center, Apache Room

Financial Education Workshop topic: Charitable Remainder Trust

Speaker: Harold Tilstra

January 22, 20259:00 AMChaparral Center, Pima Room

Special Event

Preparing to Take Over the Family Finances ... Alone.
Must be a Computer Club Member, $10 fee for meeting materials. One handbook per household.
You may bring your spouse or one guest at no additional cost.

Registration starts January 1, 2025

February 3, 20258:00 AMChaparral Center, Apache Room

Financial Education Workshop topic: Gold and Precious Metals as Part of a Modern Portfolio

Guest presenter from US Money Reserve.

February 5, 20259:00 AMChaparral Center, Hopi Room

Special Event: 2nd Session

Preparing to Take Over the Family Finances ... Alone.
Must be a Computer Club Member, $10 fee for meeting materials. One handbook per household.
You may bring your spouse or one guest at no additional cost.

Registration starts January 1, 2025

February 6, 20258:00 AMComputer Club Classroom

Investment Analysis

February 14, 20251:00 PMChaparral Center, Hopi Room

Monthly Seminar topic: Financial Outlook

Guest Speaker: Sean McCarthy of Wells Fargo

February 17, 20258:00 AMChaparral Center, Apache Room

Financial Education Workshop topic: A Favorite Ap -- MarketCarpet

Speaker: Richard Gable

February 19, 20259:00 AMChaparral Center, Pima Room

Special Event: 3rd Session

Preparing to Take Over the Family Finances ... Alone.

Must be a Computer Club Member, $10 fee for meeting materials. One handbook per household.
You may bring your spouse or one guest at no additional cost.

February 20, 20258:00 AMPIMA Room, Chaparral Center

Investment Analytics

March 3, 20258:00 AMChaparral Center, Apache Room

Financial Education Workshop

March 5, 20259:00 AMChaparral Center, Hopi Room

Special Event: 4th Session

Preparing to Take Over the Family Finances ... Alone.
Must be a Computer Club Member, $10 fee for meeting materials. One handbook per household.
You may bring your spouse or one guest at no additional cost.

March 6, 20258:00 AMComputer Club Classroom

Investment Analysis

March 14, 20251:00 PMChaparral Center, Hopi Room

Monthly Seminar

March 17, 20258:00 AMChaparral Center, Apache Room

Financial Education Workshop topic: Donor Advised Funds.

March 19, 20259:00 AMChaparral Center, Hopi Room

Special Event: 5th Session

Preparing to Take Over the Family Finances ... Alone.
Must be a Computer Club Member, $10 fee for meeting materials. One handbook per household.
You may bring your spouse or one guest at no additional cost.

March 20, 20258:00 AMPIMA Room, Chaparral Center

Investment Analytics

April 2, 20255:30 PMBIG BUDDA Chinese Restaurant: 16572 W Greenway Rd. Surprise, AZ

Our April Fools dinner this year is on April 2nd! We have a private, QUIET room reserved.

 

Recent Presentations
File DateFile Name
11/02/2024BOI-Informational-Brochure-April-2024.pdf
02/16/2024COVERED CALLS helpful websites.pdf
01/15/2024Know Before You Go 01-12-2024.pdf
01/13/2024USEFUL WEBSITES FOR INVESTORS[10849].pdf