Investment Group
The Retired Men’s Club of Cape Cod has recently initiated an Investment Discussion Group. The intention is to generate meaningful dialog about current investment topics that may be of interest to our members. Topics that have been discussed include portfolio management, the stock market, estate planning and the need to establish a trust, and tax deferred investments distribution rules that are important to everyone.
Who should attend?
We encourage all RMC members to consider participation. The group consists of a mixture of individuals with diverse backgrounds. Some worked in the financial, banking, and CPA areas while others do not come from a financial background. Some of the group employ investment advisors to assist them in managing their portfolios while quite a few members of the group manage their own wealth. The information shared and take -away knowledge can have a positive impact on individual investment strategy. We currently have 21 members registered to participate and meetings have averaged 10 attendees.
What is the meeting format?
Currently the meetings are informal and welcomes questions and discussion on a myriad of topics. The goal is to develop a formal agenda which reflects the information needs of our members. It is also the intention of the group to invite qualified professionals to discuss pertinent subjects with us at selected meetings in the future.
When and where does the group meet?
The group meets on the 3rd Thursday of the month at 2: 30 PM in the Kings Way Meeting House.
No meetings in July, August or December.
Who should attend?
We encourage all RMC members to consider participation. The group consists of a mixture of individuals with diverse backgrounds. Some worked in the financial, banking, and CPA areas while others do not come from a financial background. Some of the group employ investment advisors to assist them in managing their portfolios while quite a few members of the group manage their own wealth. The information shared and take -away knowledge can have a positive impact on individual investment strategy. We currently have 21 members registered to participate and meetings have averaged 10 attendees.
What is the meeting format?
Currently the meetings are informal and welcomes questions and discussion on a myriad of topics. The goal is to develop a formal agenda which reflects the information needs of our members. It is also the intention of the group to invite qualified professionals to discuss pertinent subjects with us at selected meetings in the future.
When and where does the group meet?
The group meets on the 3rd Thursday of the month at 2: 30 PM in the Kings Way Meeting House.
No meetings in July, August or December.
2024 Schedule |
||||
January 16 |
February 15 |
March 21 |
April 18 |
May 16 |
June 20 |
September 19 |
October 17 |
November 21 |
|
RMC members can register here to be part of the group and to receive updates.
If you need more information, please go to the Contact Us form to submit your questions. A representative from our support team will contact you.
If you need more information, please go to the Contact Us form to submit your questions. A representative from our support team will contact you.