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
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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
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