Our goal is to advance members’ knowledge and understanding of investment options and strategies for retirement. Membership experience ranges all the way from investment novice through those who have had a professional career in the financial world. There is no actual monetary aspect to the club’s activities. Active member participation is encouraged.
It was proposed that an auxiliary group meeting once or twice a month be formed to discuss individual stock analysis, various investment strategies and details of other items of interest beyond the scope of the general InvestOAK meeting. There will be a discussion of the details of this group prior to the regular meeting and the results presented then. Topics for the March 15th meeting will be tax related. One presentation by Phillip Herzog will use a predictive spread sheet program to look at changes in various financial parameters and how they affect other related parameters.
Interested Oakmont residents are invited to attend the next meeting which is Friday, March 15, 10:00am to 11:30am, Room B, Central Activities Center. For the rest of the year 2019 our meetings will be held on the third Friday of the month. For further information contact Dave White (firstname.lastname@example.org).