Link
# Date Topics Speaker Link to Notes
1 Sept 4th
  • Class Introduction
  • Investor Survey and profile
  • The Basics
  • What is different in investing in Retirement?
Ron Materniak
Jane Roe Fox
Link
2 Sept 11th
  • Current State of the Markets
  • Economic Outlook by Robert Fry - Robert Fry Economics LLC
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
Dr. Fry's charts
3 Sept 18th
  • Current State of the Markets - Rajeev Vaidya
  • Using the Power of AI to help your investing - Bruce Crawford
  • Interactive session using an AI LLM
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
Bruce Crawford's charts
4 Sept 25th
  • Current State of the Markets
  • Bonds
  • What are they?
  • Why are they relevant now?
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
5 Oct. 2nd
  • Current State of the Markets
  • 5 Steps of Disciplined buying
  • Why buy stocks
  • How to buy them in a disciplined way?
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
6 Oct 9th
  • Current State of the Markets
  • Deep Dive into ETFs - Part 1
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
7 Oct 16th
  • Current State of the Markets
  • ETF Deep Dive Part 2
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
ETF Screen Results
8 Oct 23rd
  • Current State of the Markets
  • Dividend Investing
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
9 Oct 30th
  • Current State of the Markets
  • Bucket investing
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
10 Nov 6th
  • Current State of the Markets
  • Precious Metals
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
11 Nov 13th
  • Current State of the Markets
  • Disciplined Selling
  • Closing class & Feedback Surveys
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link
12 Nov 20th
  • Current State of the Markets
  • Open Mike session
Rajeev Vaidya
Ron Materniak
Jane Roe Fox
Link


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