Upcoming Events

February 2012

Monday 2/6/2012 7-8 P.M. (Meeting starts at 6:30 P.M.)
“Protect Your Money” for Sun City West Investment Club at:
R.H. Johnson Lecture Hall. This is just N. of R.H. Johnson and Meeker Street in Sun City West.
RSVP to Joe Trammell, President, 623-544-2267 or jattram@yahoo.com

Tuesday 2/7/2012, 1-3 P.M.
“Secrets of Roth and Multi-Generational IRAs!” for New Adventures in Learning at Chandler-Gilbert Community College:
25105 S. Alma School Road, Sun Lakes, AZ 85248.This is on the N.E. corner of Alma School and Riggs Road. Register for the class at: http://www.cgc.maricopa.edu/academic-affairs/cte/slc/new-adv/Pages/news.aspx or call (480) 732-7000.

Wednesday 2/8/2012, 10:30 A.M. – 1:30 P.M., including Free Lunch
“Common-Sense Financial Strategies!” for Ed Robson Public Library:
9330 E. Riggs Road, Sun Lakes, AZ 85248 (602) 652-3000. Register at the library website www.mcldaz.org OR contact Dr. Wong at haroldwong1@yahoo.com.

Thursday 2/9/2012, 10:30 A.M. -  1:30 P.M., including Free Lunch
“Secure Your Financial Future: Lessons from Warren Buffett!” at Westbrook Village: the Multi-purpose room at Lakes Recreation Center
19251 N. Westbrook Parkway, Peoria, AZ 85382 (623) 566-6181. RSVP with Dr. Wong at (800) 896-1995 or haroldwong1@yahoo.com.

Monday 2/13/2012, 1:30-3:30 P.M.
“Common-Sense Financial Strategies!” for New Frontiers in Learning at:
Mesa Community College Dobson/Southern Main Campus, Building SC room 11E. Register by calling (480) 461-7497 or www.newfrontiers-mesa.org.

Wednesday 2/15/2012, 10 A.M. – 1 P.M., including Free Lunch,
“Secrets of the Roth & Multi-Generational IRAs!” at The Golden Corral Buffett:
17674 N. Litchfield Road, Surprise, AZ 85374 (623) 544-0900.  This is ½ mile N. of Bell Road on the W. side of Grand Avenue.

Saturday 2/18/2012, 10 A.M. – 1 P.M., including Free Lunch,
“How Women, Widowers & Couples Can Increase Income & Reduce Taxes! at The Golden Corral Buffett:
17674 N. Litchfield Road, Surprise, AZ 85374 (623) 544-0900.  This is ½ mile N. of Bell Road on the W. side of Grand Avenue.

Wednesday 2/22/2012, 10:30 A.M. – 1:30 P.M., including Free Lunch,
“Secrets of Roth & Multi-Generational IRAs!” for Ed Robson Public Library:
9330 E. Riggs Road, Sun Lakes, AZ 85248 (602) 652-3000. RSVP with Dr. Wong at (480) 706-0177 or haroldwong1@yahoo.com

Saturday 2/25/2012, 10 A.M. – 1 P.M., including Free Lunch,
“Secrets of the Roth and Multi-Generational IRAs! at The Golden Corral Buffett:
1318 N. Cooper Road, Gilbert, AZ 85233 (480) 507-3331. This is a few blocks S. of Highway 60, on the W. side of Cooper Road.

Wednesday 2/29/2012, 10:30 A.M. – 1 P.M., including Free Lunch,
“How Women, Widowers & Couples Can Increase Income and Reduce Taxes!” at Sun Life Vacation Resort:
5055 E. University Drive, Mesa, AZ  85205, (480) 981-9500.  This is at the S.W. corner of Higley and University Drive.

March 2012

3/1 & 3 - Secrets of the ROTH
East Mesa 
Seminar 10 -12  Lunch 12 -1 
Golden Corral  East Mesa

3/14 & 17 Secure Your Financial Future
Sun City / Surprise 
Seminar 10 -12  Lunch 12 -1 
Golden Corral  Surprise

3/24 Secure Your Financial Future
Gilbert 
Seminar 10 -12  Lunch 12 -1 
Golden Corral  Gilbert

3/29 & 31 Secure Your Financial Future
East Mesa 
Seminar 10 -12  Lunch 12 -1 
Golden Corral  East Mesa

Past Events

Common Sense Financial Future

Secure Y0ur Financial Future

Secrets of the Roth IRA

Women, Widowers, and Couples