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
November 6, 20238:00 AMChaparral Center, Apache RoomInvesting Workshop
November 10, 20231:00 PMChaparral Center, Hopi Room

Financial Education SIG Seminar
Guest Speaker: Les Gum of HealthMarkets Insurance Agency

Topic: "Medicare Choices"

November 16, 20238:00 AMChaparral Center, Computer Classroom Investing websites and applications
November 20, 20238:00 AMChaparral Center, Apache RoomInvesting Workshop
December 4, 20238:00 AMChaparral Center, Apache RoomInvesting Workshop
December 7, 20238:00 AMChaparral Center, Computer Classroom Investing websites and applications
December 8, 20231:00 PMChaparral Center, Hopi Room

Financial Education SIG Seminar
Guest Speaker: Milo Milosovich of Independent Wealth and Insurance Services

Topic: "Taxes in Retirement"

December 18, 20238:00 AMChaparral Center, Apache RoomInvesting Workshop
December 21, 20238:00 AMChaparral Center, Computer Classroom Investing websites and applications
January 4, 20248:00 AMAdobe Center - Apache Room

Financial Websites and Applications

January 15, 20248:00 AMAdobe Center - Apache Room

Investing Workshop

February 9, 20241:00 PMChaparral Center, Hopi Room

Financial Education Seminar

Speaker: Tara Lara of Fiduciary Financial Services Inc.

 

Recent Presentations
File DateFile Name
08/16/2023Investing Jargon, Explained.pdf
03/18/2023PDF of useful websites for investors.pdf
03/10/2023Legacy Landmines.pdf
03/10/2023Who Gets Grandmas Yellow Pie Plate.pdf