2009 Roundtable Presentations
January
Alternative Investments
Speaker: John Urda, Morgan Stanley
February
Preparing your 2008 Tax Return
Speaker: Mary Jo Potter, H&R Block
March
A Look Ahead
Speaker: Herb Geissler, St. Clair Group
April
A Visit to the New China
Speaker: Parvin Lippincott, SURE Member
May
Bank Stress Tests: Who Passes? Who Fails?
Speakers: Charles A. Smith, W. Christopher Chaney,
Fort Pitt Capital group
June
Benign Prostate Hypertrophy
Speaker: Jeffrey K. Cohen, MD
This will precede the June Annual Meeting-.
July
Outlook and Opportunities – Smart Decisions
Speaker: Glenn Kolod, Edward Jones ,
August
Consumers Need to be Careful
Speaker: Mary Bach, Consumer Advocate, SURE Member
September
The Roth Advantage
Speaker: James Lange, CPA, JD,
October
Tax Law Changes for 2010 & Beyond
Speaker Gary Storie, CFP, First Commonwealth Financial
November
Investments for Growth Potential and Lifetime Income
Speakers: Heberle, Helm, Ferguson Group of Wells Fargo
December
2010 Investment Outlook.
Speaker: Don Berdine, PNC Sr. Vice President
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2010 Roundtable Presentations
January
Exchange Traded Funds, “ETFs”
Speaker: John Urda, Morgan Stanley
February
Preparing your 2009 Tax Return
Speaker: Mary Jo Potter, H&R Block
March
Fidelity funds
Presenter: Matt Knight, Fidelity
April
Selecting Good Stocks
Speaker: Herb Geissler, St. Clair Group
May
PA School Pension Crisis - Increases your Taxes
Speaker: Jeff Clay, Exec Dir, PSERS
June
Organ Donation and Transplant
Speaker Pamela Morgan, Center for Organ Recovery and Education
Veterans Benefits
Speaker Mike Murphy, Executive ass’t Allegheny Co. Veterans Services
This will precede the June Annual Meeting-.
July
Stock Screener 123
Speaker: Jim Emberg, AAII, Stock Selection SIG Group
August
Selecting Senior Assisted Living Arrangements
Presenter: Gerry Angel
September
Looking Ahead
Speaker: James Lange, CPA, JD
October
PA Securities Commission
Speaker: Scott Lane, Deputy Chief Counsel
November
December
2011 Investment Outlook.
Speaker: Don Berdine, PNC Sr. Vice President
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