» Past Chapter Meetings:

Saturday, November 14, 2009 "Financial Planning Wisdom of Ebenezer Scrooge: Behavioral Financial Traps" John Thomas CFA, CFP, Vice President of Stearns Financial Group Pam Stearns, CPA, Financial Advisor at Stearns Financial Group

Saturday, October 10, 2009 "The Brainwashing of the American Investor" Steve Selengut, Investment Manager and Author

Saturday, September 12, 2009 "How to Find Quality and Value in Any Market Condition" Kelley Wright, Managing Editor, Investment Quality Trends

Saturday, August 8, 2009 "Second Quarter Market Update" Jeff Tackett, Vice President and Regional Planning Consultant, Fidelity Investments

Saturday, July 11, 2009 "Not Your Grandfather’s Mutual Fund, Part II" Bill Dix, Founder and Managing Member, Fortune Management, LLC

Saturday, June 13, 2009 "Estate Planning Update 2009" Timothy A. Nordgren, Attorney at Law, McPherson, Rocamora & Nicholson, PLLC

Saturday, May 9, 2009 "Separating Luck From Skill: How to Evaluate Mutual Funds" Malcolm M. Trevillian, President, Chatham Advisors, LLC

Saturday, April 11, 2009 "Finding Stocks Made Simple" Craig Shipman, Director of Training, Worden Brothers, Inc.

Saturday, February 14, 2009 "It’s That Time Again...Tax Changes and Tax Preparation Strategies" Ken Martin, CPA, Tax Partner, Stancil & Company

Saturday, January 10, 2009 "Age of Turbulence: A Look Ahead at 2009" Dennis Stearns, CFP, ChFC, President, Stearns Financial Group

Saturday, December 13, 2008 "RTP Chapter Annual Christmas Party" ,