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 -


November 4, 20248:00 AMChaparral Center, Apache Room

Financial Education SIG Workshop

Topic: Welcome back and introduction to the 2024-2025 season.

November 8, 20241:00 PMChaparral Center, Hopi Room

Monthly Seminar:

Topic: A Historical Perspective on what Elections have meant for Investors.

Speaker: Milo Milosevich of Independant Wealth Management and Insurance Services

November 18, 20248:00 AMChaparral Center, Apache Room

Financial Education Workshop

December 13, 20241:00 PMChaparral Center, Hopi Room

Financial Education SIG Seminar

Speaker: Jerry Ball, of Fidelity in Peoria

Topic: Tax Considerations for Investing


Recent Presentations
File DateFile Name
03/15/2024aasr_summary FEB 15 2024.pdf
03/13/2024Handout Taking over family finances.pdf
02/16/2024COVERED CALLS helpful websites.pdf
02/12/2024012024 - What is an Arizona Fiduciary - Revised Final (CFS).pdf
02/02/2024Instructions for your spouse.[11441].pdf
01/15/2024Know Before You Go 01-12-2024.pdf
08/16/2023Investing Jargon, Explained.pdf