$UMS in Retirement – Area 16
Our financial information activity holds Zoom meeting with SIR Branch 128 (San Ramon) on the 4th Wednesday of the month, at 1:30 p.m.
Email Dave Sutton to be included or to learn the topic.
Email Dave Sutton to be included.
Chair – Tom Henry – Branch 174
Co-chair Dave Sutton – Branch 8
Scroll down for recent and upcoming reports and schedules:
November 2024
Due to the holidays, there will be no $UMS in Retirement / Branch 128 Financial Zoom meeting in November and the December meeting will be on the held 4th.
October 2024
The next meeting of the SIR Investment Group will be held on Wednesday, October 23, 2024, at 1:30 PM by Zoom.
Our topic is Ways to Optimize your RMD Distributions and the Tax impacts through strategic Withdrawals.
Attached are handouts which may be relevant to the topic.
To join this meeting, select the URL below OR open your Zoom app and enter the Meeting ID and Passcode:
https://us02web.zoom.us/j/89902345994?pwd=Sk5rcmw5aWsrdkoyTE9aSGJlN1JkQT09
Meeting ID: 899 0234 5994
Passcode: 497275
Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
Due to the holidays, there will be no meeting in November and the December meeting will be held on Dec. 4.
September 2024
The next meeting of the SIR Investment Group will be held on Wednesday, September 25, 2024, at 1:30 PM by Zoom.
Our guest speaker is Andrew Parrott from the Cetera Advisors Network.
Andrew will indicate how he thinks the election outcome will impact stock markets and various sectors of the economy.
His presentation is titled: Navigating the 2024 Presidential Election.
Attached are handouts which may also be relevant to the topic.
To join this meeting, select the URL below OR open your Zoom app and enter the Meeting ID and Passcode:https://us02web.zoom.us/j/89902345994?pwd=Sk5rcmw5aWsrdkoyTE9aSGJlN1JkQT09
Meeting ID: 899 0234 5994
Passcode: 497275
Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
August 2024
Wednesday, August 28, 2024 at 1:30 PM by Zoom.
First, we will look at the Root Financial Video Library
https://www.youtube.com/@RootFP/videos
and then
the “Game of Trades” YouTubes Library.
https://www.youtube.com/@GameofTrades/videos
Attendees will be asked to write down the topics that resonate most with them and in round robin, each participant will indicate their selections. Then at future meetings we will go in more depth into the subjects and topics of interest to our members.
We will also review mid-year and second-half outlooks. Attendees who have access to or have insights into what professionals are predicting, will provide their information to the group.
The attached handouts will be used to kick off this discussion.
To join this meeting, select the URL below OR open your Zoom app and enter the Meeting ID and Passcode:
https://us02web.zoom.us/j/89902345994?pwd=Sk5rcmw5aWsrdkoyTE9aSGJlN1JkQT09
Meeting ID: 899 0234 5994
Passcode: 497275
Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
July 24, 2024 at 1:30 PM
Gold
-Is physical gold a good investment?
-Gold ETF
-Gold miners
-International gold purchases
-Sellers of Gold
Electricity
-the US Electric Grid
-US Electric Companies
-Alternative Energy companies
-Large providers and Users
-What are inputs to Electricity and which companies supply them?
-Is Nuclear still in play
-Interesting partnerships
https://www.investors.com/news/artificial-intelligence-ai-data-centers-demand-nuclear-energy/
To join this meeting, select the URL below OR open your Zoom app and enter the Meeting ID and Passcode:
https://us02web.zoom.us/j/89902345994?pwd=Sk5rcmw5aWsrdkoyTE9aSGJlN1JkQT09
Meeting ID: 899 0234 5994
Passcode: 497275
Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
last updated on 07/20/2024 by MLF
