InvestOAK Club (4/15/2019)

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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.

The topic for April will be: “Real Estate & Capital Gains Taxes – Strategies and Pitfalls.” Art Fichtenberg describes his presentation and discussion as: An examination of the results of large capital gains taxes often due upon liquidation of high equity – low basis real estate assets and strategies to minimize those liabilities, create off-setting benefits and help our loved ones.

An auxiliary group, meeting once a month, has been formed to discuss individual stock analysis, various investment strategies and details of other items of interest beyond the scope of the general InvestOAK meeting. The first meeting was March 22 and the second will be April 26th, 10:00 at the Omqua Bank, one week after the regular meeting. The group is still developing their format, agenda and other issues so plan to come and check them out.

Interested Oakmont residents are invited to attend the next regular meeting which is Friday, April 19, 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 (dwhite747@hotmail.com).

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