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Financial Roundtable Events

Co-coordinators:

 

 


412.823.4438


412.242.6256

   

Employee Stock Price Table

The Stock Price Table shows the Employee price and the tax base for stock purchased through the Westinghouse Savings Plan.

The Roundtable meets the second Wednesday of every month at 10 AM in the auditorium of the George Westinghouse Research and Technology Park, Churchill Borough, PA. No advance reservations are required, however you are requested to register your attendance as you enter. A wide range of financial topics are presented, including estate planning, wills, Roth IRAs, self-directed IRAs, mutual funds, sector analyses, online investing, portfolio management, selecting professional advisors, taxes, required minimum distributions, consumer fraud concerns and many others.  Presentations are made by noted Professionals, Registered Representatives of Investment Firms and Attorneys specializing in estate planning. There are no obligations incurred by attending any of these presentations. Ample opportunity exists for audience questions. Pass outs of presentation materials are normally available.  Roundtable membership is open to all currently paid up SURE members. Monthly announcements inform members of upcoming meeting subjects and speakers.


2007 Roundtable Events

January
Investing in Bonds
Speaker: John Urda, Morgan Stanley

February
Federal & State Tax Preparation
Mary Jo Potter, H&R Block

March
Energy and China, The Great Demand-
Harnessing Potential Opportunities in the
Energy Sector and China
Speaker: Waddell and Reed

April
SURE Members: Les Bencini, Chuck Hanks and Werner Emmerich discuss how they manage their retirement assets.  LaVerne McConnell and Dorothy Reichers discuss some of their difficulties following the passing of their husbands.

May
Understanding Alternative Medicine
Speaker: Richard Abollory, MD

June
Basic Financial Knowledge for Retirement Years
Speaker: James C. Derry, AIF


July
 Do We Have Enough? Will we be OK?
Speakers: Alfred Vallano, Bill Miller, Tim Davis

All from Hefren-Tillottson

 

August
The Case for Indexing
Speakers: Christopher B. Phillips, Investment Research
William R. Gustafson, Principal, all of Vanguard


September
Protecting the Fortress
Speaker: Herb Geisler, St. Clair Group    

 

October
Updating Estate Planning
Speaker: James Lange, Esq., CPA , Lange Associates

November 2007
Quality of Life Technology (QoLT) Project

Speakers: Jim Osbourne, CMU and John Bertoty, Blueroof Technologies

 

December

Investment Outlook for 2008
Speaker: Don Berdine, Sr., V.P. PNC


2008 Roundtable Events

January
529 Plans
Speaker: Diane Cangioli, PA State Treasury

February
Investment Scams
Speaker: Scott Lane, PA Securities Commission

March
A Look Ahead
Speaker: Wade Wilson, Merrill Lynch

April
Securing An Edge
Speaker: Herb Geissler, St. Clair Group

May
Recessions. What Do They Look Like?
Speaker: Ron MuhlenKamp, MuhlenKamp Company


June
Healthy Aging Seminar
Speaker: Dr. Judy Mathews, UPMC

July
Estate Planning
Speakers: Zacharia & Braun Elder Law Attorneys

August
Closed End Funds
Speaker: Larry Coudriet, AAII President


September
Surviving the Inevitable Recession During a New President’s First year
Speaker: Herb Geissler, St. Clair group

October
Updating Estate Planning
Speaker: James Lange

November
Long Term Care Insurance Options
LTC Update & New Products: Life/LTC and Annuity/LTC
Gerry Angel, LTC Insurance Specialist
Gary Roden, Genworth Financial

 

December
Investing Outlook for 2009
Don Berdine, PNC