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Meeting dates for 2010 |
Jan 13 - Keith Fitz-Gerald - Investment Director, Money Map Press Feb 10 - Ron Muhlenkamp - President & Founder, Muhlenkamp & Co Mar 17 - Janet Brown - President, DAL Investment & Managing Editor, ...............No Load Fund X Newsletter Apr 14 -Michele Shafe - Clark County Tax Assessor May 12 - Mark Skousen - Economist, Investment Analyst, Newsletter Editor, ...............College Professor, & Author Jun 9 - James M. O'Reilly - Elder Law Attorney July 14 - Gary Banner, President, Commercial Alliance of Las Vegas Aug - No Meeting Sept 15 - Art Vangeli -President & Founder of Results Wealth Management LLC Oct 13 - Pat Goodall - Past President UNLV & Newsletter Editor Nov 10 - Robert Massi - Attorney & Fox Legal Analyst Dec 8 - Holiday Gala |
Sept 15,2010 |
Art Vangeli |
Art Vangeli is President and founder of Results Wealth Management, LLC, a Texas registered investment advisory firm. He is a Certified Financial Planning® practitioner formerly employed by USAA® Insurance in San Antonio, TX and spent the last 18 years focusing on investment solutions for individuals. In his September presentation he will address the following issues: 1. Current financial events a. Update on sovereign debt relationships in Europe, China, and the USA b. Interest rate outlook for CDs and bonds c. Inflation and Deflation outlook for the next 6 months d. Gold, silver, and commodities outlook 2. Preparing for tax increases on Seniors in 2011 a. Bush tax cuts expire Dec 31, 2010 b. Income tax bracket increases (included in handout for your reference) c. Capital gain and dividend tax rate changes d. Techniques to consider now before the end of the year 3. IRA changes for 2010 a. Smart Roth conversion analysis in 1 minute b. When not to convert to a Roth c. Why donating to charity from your IRA may make sense in 2011 Founder Art Vangeli grew up in Cortland, NY as the youngest of 6 children. After high school, Mr. Vangeli graduated from the U.S. Naval Academy and served as a Naval Flight Officer in EA-6B Prowlers. He flew from various aircraft carriers, and studied for his Certified Financial Planner(R) designation while at sea. Mr. Vangeli owned and operated Armed Forces Funds(R) and Clear Values Financial Planning, Inc. for 9 years, worked as a financial planner with USAA in San Antonio, TX, and with Century Management in Austin, TX, before opening Results Wealth Management in Cedar Park. He is married to the former Aleida Groth and they are blessed with 3 terrific children. |
Remember, there is no meeting in August |
October 13, 2010 |
Leonard (Pat) Goodall |
Dr. Leonard E. Goodall is a certified financial planner, co-editor of the financial newsletter, No-Load Portfolios, and a former University President at the University of Michigan, Dearborn and at UNLV, as well as a professor at UNLV. He is author of seven books, many articles and has spoken at financial seminars throughout the U.S., Canada, Europe, Hong Kong and Russia. He writes regularly for Canadian MoneySaver and other financial publications. His newsletter, No-Load Portfolios, is one of fewer than 100 financial newsletters that have been publishing for over twenty-five years. He is a life member of the American Association of Individual Investors, and has spoken to AAII chapters throughout the US and at their national convention. He is a graduate of Central Missouri State University, with a master's degree from the University of Missouri and a Ph.D. in public administration and economics from the University of Illinois. He was awarded an honorary doctor of humane letters degree by Central Missouri State University. He spent over 40 years in higher education, including 21 at the UNLV. He is now retired, but he still teaches seminars and an annual graduate course at UNLV. He has financial planning clients throughout the United States, Canada and abroad. He was one of the founders of Commercial Bank of Nevada, and he served as chairman of the board of directors of the bank. He has lived in Las Vegas since 1979 and is active in university, church and community activities in Nevada. He can be reached at patgoodall@aol.com. |