| Year |
Month |
Speaker |
Company |
Title |
| 2019 |
May |
Levin, Dr. Gerald |
GBL Asset Management |
Interest Rates are heading up |
| 2019 |
April |
Anderson, Linda |
Anderson Elder Law |
Estate Planning |
| 2019 |
March |
Benz, Christine |
Morningstar |
Retirement Strategy using Buckets |
| 2018 |
November |
Dunkelberg, William |
Economist (Temple and NFIB) |
Impact of the Mid-term Elections |
| 2018 |
October |
Jaffe, Chuck |
Syndicated Financial Columnist |
The Right Way to Hire Financial Help |
| 2018 |
September |
Burgoyne, Joseph |
The Options Institute Council |
Managing Market Risk With Options |
| 2018 |
May |
Fridson, Martin |
CIO – Lehmann,Livian,Fridson |
Income Investing Obstacle Course |
| 2018 |
April |
Pfau, Wade |
Professor,The American College |
Sustainable Spending in Retirement |
| 2018 |
March |
Yaros, Bernard |
Moody’s Analytics |
What effect the new tax law will have |
| 2017 |
November |
Hirt, Josh |
Investment Analyst, Vanguard |
Choosing between ETF’s and Mutual Funds |
| 2017 |
October |
Weiss, Philip |
Apprise Wealth Management |
Behavioral Finance |
| 2017 |
September |
Kahler, Jonathan |
Investment Analyst for Vanguard |
Your Retirement Plan – How good is it? |
| 2017 |
May |
Mackintosh, PhD, Stuart |
National Association for Business Economics |
The Retreat of Globalization? Signals from Europe |
| 2017 |
April |
Kosnett, Jettrey |
Kiplinger’s Investing For Income |
Investing for Income Safely: Why Something Always Works |
| 2017 |
March |
Benz, Christine |
Morningstar |
Morningstar’s Best Ideas for 2017 and Beyond |
| 2016 |
November |
Dunkelberg, William |
Economist (Temple and NFIB) |
Will the Election Matter to Small Business? |
| 2016 |
October |
Sheedy, Rachel |
Kiplinger’s Retirement Report |
Everything You Should Know About Retirement Plans, After You Retire |
| 2016 |
September |
Purvin, William |
Fidelity Investments |
Workshop: What the Fidelity Active Trader Pro Platform Can Do For You |
| 2016 |
May |
Tolani, Ravi |
Strategy Group |
Investing in Bond for the Next Five Years |
| 2016 |
April |
Rotblut, CFA, Charles |
AAII |
Smart Investing: Seeking Reward While Reducing Risk |
| 2016 |
March |
Johnstone, Bruce |
Fidelity Investments |
Economic and Markets Outlook? Sluggish Optimism |
| 2015 |
November |
Gray, Dr. Wesley |
Alpha Architect LLC |
Bad Behavior in Hazardous to Your Wealth |
| 2015 |
October |
Carlson, Robert |
Retirement Watch |
Overcoming the 6 Critical Threats to Lifetime Income Security |
| 2015 |
September |
Garner, Joseph |
Emerald Advisers |
The Keys to Successful Small-Cap Investing |
| 2015 |
May |
Naroff, PhD, Joel |
Naroff Economic Advisors |
What Stronger Economic Growth Means for Us |
| 2015 |
April |
Amrein, Fred |
College Affordability LLC |
College Funding Strategies |
| 2015 |
March |
Reese, John |
Validea Capital Management |
Do the Strategies of Investing Greats Still Work Today? |
| 2014 |
November |
Anderson, Esq., Linda |
Anderson Elder Law |
What Every Retired Person and Their Grown Children Must Know NOW |
| 2014 |
October |
Dunkelberg, William |
Economist (Temple and NFIB) |
Will the Election Matter for the Real Economy? |
| 2014 |
September |
Ellman, Dr. Alan |
Blue Collar Investment Corp. |
Exit Strategies for Covered Call Writing |
