SCHEDULED MEETING TOPICS FOR 2024
The Financial Club has monthly meetings at Anthem Center in the Delaware Room. Meetings are held the first Thursday of each month. The times will be either 3 pm or 7 pm depending on the speaker we have that month. Not all speakers are available in the evening. The time of each month's meeting will be announced by email and in the Spirit Magazine and on the Financial Club website.
UPCOMING SPEAKERS
June 6, 3 pm - Jay Hatfield portfolio manager for Income Securities - he has almost three decades of experience in the securities and investment industries. At Infrastructure Capital Advisors, he is the lead portfolio manager of the InfraCap Small Cap Income ETF (NYSE: SCAP), InfraCap Equity Income Fund ETF (NYSE: ICAP), InfraCap MLP ETF (NYSE: AMZA), Virtus InfraCap US Preferred Stock ETF (NYSE: PFFA), InfraCap REIT Preferred ETF (NYSE: PFFR), and a series of private funds, research director, portfolio manager, and as a co-founder of a NYSE-listed company.
Mr. Hatfield will be in New York and this will be an interactive Zoom presentation.
RECENT SPEAKERS
May 2 - Brian Adams and Jerad Tasco, Principal Planners, City of Henderson, Community Development and Services. They told us about the planned land use and approved developments for the City of Henderson. Their staff performs analysis of future projects and negotiates with developers to ensure the highest quality of development for the City.
April 4 - Andrew Muha retired from the Internal Revenue Service. He told us about his IRS experience auditing publicly traded companies, types of IRS enforcement, and the importance of privacy of information.
March 7 - Holly Sweetin, BSN, RN, CCRN - Interim Chief Nursing Officer, – She explained the major advantages of having a patient advocate and explained our rights as a patient. If you are hospitalized and unable to manage your financial assets for a period of time, it is important to have the best advocacy and know your rights to help expedite the management of your recovery.
February 1 - Theresa Le - Senior Trust Manager - She explained the major advantages of having a Trust and the roles of the parties to the Trust. If you have a Trust, it is a good time to learn the advantages of using a Bank or Trust Company as your successor-trustee to manage and administer the assets in your Trust when the need arises.
January 11 - Commissioner Michael Naft - he spoke on the big project Las Vegas is involved in and how they affect the financial health of the city and county. He spoke about F1 and lessons learned. He spoke on the upcoming high-speed rail planned to run between Las Vegas and Los Angeles.
December 7 – Chris Sotirov – Healthcare in Retirement - Chris will be discussing an important topic for us all, the cost of health care and long term care and how those can affect a comfortable retirement. He will also discuss what Medicare pays for and what it does not pay for. Be sure to attend this meeting.
November 2 -Howard Stutz - Award winning journalist of the Nevada Independent Howard writes about the casino gaming industry and tourism. He always has great insights into local events. He gave a very interesting talk about the major events that will be taking place in Las Vegas.
October 5 - Nevada Lt. Governor Stavros Anthony - As Nevada's 37th Lieutenant Governor, Stavros Anthony spoke about Nevada tourism, education, business and economic development initiatives, and a general overview of current government issues in Nevada.
September 7 - Dr. Pamela Donnelly - a college admissions specialist for over 20 year. She told us about the avenues of payment for higher education. If you missed the presentation, How to Fund a College Education, her slides are included in the Document list on the right side of the web page.
July 6 -Ira Adler - The Federal Reserve and Monetary Policy His talk will focuses on the structure and mission of the Federal Reserve and explain the current environment of high interest rates to fight inflation.
June 1 - Andrew Segal - Insurance Specialist with an emphasis on education.
April 26 - Keith Fitz-Gerald - founding Partner of Keith Fitz-Gerald Research and founder of One Bar Ahead.
April 6 - Chris and Di Wolfgram - Windemere Real Estate They previewed the 2023 real estate market forecast for Henderson.
March 2 - Jimmy Lee - Wealth Management - He appears regularly on CNBC, Fox Business, Yahoo Finance, and TD Ameritrade. He has been profiled and quoted in the Wall St. Journal, Marketwatch, and Bloomberg, Financial.
February 2 - Michelle Romero - Mayor of Henderson - She presented the current city status and her priorities for managing the city we live in.
January 5 - John Michel and Scott Citron - How to get the most out of the Financial Club