An investment club (for learning)

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  #1  
Old 11-19-2007, 01:59 PM
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Default An investment club (for learning)

Is there one here?
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  #2  
Old 11-19-2007, 03:18 PM
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Default Re: An investment club (for learning)

No yet.
  #3  
Old 11-19-2007, 03:58 PM
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Default Re: An investment club (for learning)

Please check out the recent posts under financial planning and retirement. I've copied my comments from that thread below. I'd prefer to consider a financial planning club rather than just investments, as many people focus on their investments and don't pay enough attention to the other aspects of financial planning, such as estate, tax and insurance issues. Investments also scare off many people, as I've found out over 20+ years as a CFP practitioner.
Let me know what everyone thinks about this :bigthumbsup:
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There are several ways to work with financial institutions, as well as fee/commission arrangements, depending on how involved you want to get (no such thing as one size fits all!).
I am a Certified Financial Planner (not looking for clients or work!) who's worked for a major financial services firm and just retired. I've transferred my NY membership in the Financial Planning Association to the Florida region and will be very active with them when we move to TV on 12/28. I've also provided financial planning seminars on the entire east coast, so love financial education and sharing what I have learned. I'd love to help start a financial club when we get to TV.
I will go through my files and post some informational links for everyone to access (none affiliated with any company, all educational). As I am on my way out for the rest of today, I'll post a full page by tomorrow afternoon, but for now begin with this one, which is the best (you'll know this if you've read Jonathan Clements columns in the Wall St. Journal:

http://www.cfp.net/


stay tuned for more... :bigthumbsup:
  #4  
Old 11-19-2007, 04:30 PM
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Default Re: An investment club (for learning)

Thanks, that would be great. Would love to learn more without pressure to buy.
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  #5  
Old 11-19-2007, 05:38 PM
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Default Re: An investment club (for learning)

I noticed on the college catalog for The Villages Lifelong Learning College http://thevillageslifelongcollege.com/ under the fall and winter classes 2008 that they had some classes in finance that included investing. There are a lot of resources at TV.
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  #6  
Old 11-19-2007, 05:44 PM
efrahin efrahin is offline
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Default Re: An investment club (for learning)

Now we are cooking with gas.
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Old 11-19-2007, 08:07 PM
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Default Re: An investment club (for learning)

Yesterday I posted a link that is considered the bible for information on financial planning and finding a qualified advisor. I have numerous more resources I can share, but have not gotten any feedback on what the readers thought of the first link.
:dontknow:
Any comments?

http://www.cfp.net/
  #8  
Old 11-19-2007, 08:26 PM
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Default Re: An investment club (for learning)

I was unfamiliar with the website previously. Found it to be helpful. There is so much to learn. At our stage in life, I believe information on estate planning would be beneficial.
  #9  
Old 11-19-2007, 08:34 PM
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Default Re: An investment club (for learning)

I agree - if we start the club in 2008 that should be a topic on our agenda. Thanks for the feedback - I'll be posting more info over the next few days.
  #10  
Old 04-09-2008, 09:09 PM
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Default Re: An investment club (for learning)

Has a club been started?
  #11  
Old 04-10-2008, 02:11 AM
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Default Re: An investment club (for learning)

Some of us are looking into it now -
wondering how many would be interested in an educational format (no sales reps, etc.)
  #12  
Old 04-12-2008, 11:16 PM
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Default Re: An investment club (for learning)

keep me in mind if it materializes
  #13  
Old 04-13-2008, 06:58 PM
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Default Re: An investment club (for learning)

Quote:
Originally Posted by travel
Some of us are looking into it now -
wondering how many would be interested in an educational format (no sales reps, etc.)
Count me in Trav. I think this would be a great idea. We've talked about it in the chat room recently, but what do we need to get this started. I know a lot of the "chat packers" were interested, so let's discuss this next week when we're all in TV together and maybe we can get this started. I, for one, am very excited about learning more and am a novice at financial planning as I left it up to hubby but now I'm on my own so I must take charge.!!

Should we also put this post under Fem Forum? I think a lot of sistah's are interested but they prob don't look under clubs topics. What do you think?

Kath
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  #14  
Old 04-13-2008, 06:59 PM
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Default Re: An investment club (for learning)

BTW, thanks B3, I didn't know this post was here so I'm glad you brought it to my attention. Good work as usual :bigthumbsup:

Kath
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Bronx ♫ Los Angeles ♫ Hadley, Sept. 08 and then the beautiful village of Mallory Square 2014

A true friend is someone who thinks that you are a good egg even though he knows that you are slightly cracked."


(For those who know me) I consider ON TIME to be when I get there.....
  #15  
Old 04-13-2008, 07:23 PM
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Default Re: An investment club (for learning)

Please count me in on any financial planning/investment club if anyone is compiling a list of prospective members; I don't know yet when I'll land in TV but when I do, I have much to learn about that topic :bigthumbsup:
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