Investors Interest Group Meetings

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Upcoming library events at Westlake Porter Public Library
Updated: 49 min 33 sec ago

Investors Interest Group

Thu, 04/24/2014 - 11:31pm
When: Monday, June 16, 2014 - 7:00 PM - 8:30 PM
Where: Porter Meeting Room (large)

Learn how Market Linked Investments can help individuals gain exposure to stocks, bonds, and other asset classes while capitalizing on current opportunities and market views. Manage risk and invest in specific themes such as - downside protection, enhanced return, steady income or greater market access. Presented by Mr. Michael Sofka, PMD/Financial Advisor with Merrill Lynch.

From Vision to Values: The art of strategic planning

Thu, 04/24/2014 - 11:31pm
When: Monday, June 09, 2014 - 7:00 PM - 8:00 PM
Where: Dover Meeting Room (medium)

Learn the importance of Vision and Mission on a companies Strategic direction. Simon Ellett, from Business Advisers of Cleveland, will explain how these two key factors help determine everything from Values and Culture to Objectives and Priorities.

Investors' Interest Group

Thu, 04/24/2014 - 11:31pm
When: Monday, May 19, 2014 - 7:00 PM - 8:30 PM
Where: Porter Meeting Room (large)

Solving the Retirement Income Puzzle: Strategies and vehicles to help maintain your income during retirement. Discussion includes transitioning from accumulation to distribution so that you avoid running out of money. Presented by SOFA (The Society for Financial Awareness)