Month
|
Topic
|
Presenter
|
| May, 2015 |
Vanguard Principles for Investing Success |
Jim Cosgrove |
| June, 2015 |
Robo-Advisers |
Chad Minnis |
| July, 2015 |
Financial Policy Statement (FPS) |
Jim & Jane Cosgrove |
| August, 2015 |
Paying Yourself First, Automatically |
Derek |
| September, 2015 |
Asset Allocation |
Gordon Irlam |
| November, 2015 |
Open Forum |
|
| January, 2016 |
Open Forum |
|
| February, 2016 |
Open Forum |
|
| March, 2016 |
Vanguard Principles for Investing Success |
Jim Cosgrove |
| April, 2016 |
Open Forum |
|
| May, 2016 |
DOL Fiduciary Rules |
Jim Cosgrove |
| July, 2016 |
Open Forum |
|
| August, 2016 |
Target Date & Life Strategy Funds |
|
| September, 2016 |
Managing Taxes in Non-Tax Deferred Accounts |
|
| October, 2016 |
Open Forum |
|
| November, 2016 |
Short-term Fixed Income Investing |
|
| January, 2017 |
Open Forum |
|
| February, 2017 |
Financial Policy Statement (FPS) |
Jim Cosgrove |
| March, 2017 |
Nurturing the Chapter |
|
| April, 2017 |
Open Forum |
|
| May, 2017 |
Rebalancing |
Yateendra Kulkarni |
| June, 2017 |
ETFs & Mutual Funds |
|
| July, 2017 |
Balanced Funds |
Thomas Wang |
| September, 2017 |
Portfolio Building & Risk Management |
Arun Koparkar |
| November, 2017 |
Brokered CDs |
Thomas Wang |
