Upcoming Investment Club Meeting – Monday, January 12 at 7 PM

This is a reminder that the next investment club meeting is on Monday, January 12th at 7 PM.

Phone:  (502) 292-4847  Conference ID: 53422

Agenda

  1. Roll call – Ed
  2. Business Matters
    • Review and approve minutes of last meeting
    • Treasurer’s Report – Ed
  3. Market Update/Overview – Mark Bates
  4. Current Holdings Recommendations (see attached Holdings Recap)
  5. Stock presentation – Phil Wallings
  6. Topic – Using Options to Reduce Risk – Phil Wallings
  7. Next Meeting – February 9, 2015, 7 PM
    • Presentation Volunteers
  8. Go Bucks!

Holdings Recap – Jan 2015 Meeting

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