# Date Topics Speaker Link to Notes
1 Sept 3rd
  • Class Introduction
  • Investor Survey and profile
  • The Basics
  • What is different in investing in Retirement?
Rajeev Vaidya
Ron Materniak		 Link
2 Sept 10th
  • Current State of the markets
  • The Macro Picture
  • Deep Dive into the JPM Monthly Review
  • Technical Analysis
Rajeev Vaidya
Ron Materniak		 Link
3 Sept 17th
  • Current State of the Markets
  • Bonds
  • The Basics - What is a Bond? How does it work?
  • The yield curve
Rajeev Vaidya
Ron Materniak		 Link
4 Sept 24th
  • Current State of the Markets
  • International Investing
Rajeev Vaidya
Ron Materniak		 Link
5 Oct 1st
  • Current State of the Markets
  • Dividend Investing
Rajeev Vaidya
Ron Materniak		 Link
6 Oct 8th
  • Current State of the Markets
  • Bucket Investing
Rajeev Vaidya
Ron Materniak		 Link
7 Oct 15th
  • Current State of the Markets
  • Deep Dive into ETFs and Mutual Funds - Part 1
Rajeev Vaidya
Ron Materniak		 Link
8 Oct 22nd
  • Current State of the Markets
  • Deep Dive into ETFs and Mutual Funds - Part 2
Rajeev Vaidya
Ron Materniak		 Link
9 Oct 29th
  • Current State of the Markets
  • Disciplined Buying
Rajeev Vaidya
Ron Materniak		 Link
10 Nov 5th
  • Using Morningstar
Matt Viereck
Ron Materniak		 Link
11 Nov 12th
  • State of the US Economy
Dr. Robert Fry
Ron Materniak		 Link
12 Nov 19th
  • Current State of the Markets
  • Asset Allocation
  • Asset Location
Rajeev Vaidya
Ron Materniak		 Link
13 Dec 3rd
  • Current State of the Markets
  • Open microphone session for questions
  • Class closing and feedback
Rajeev Vaidya
Ron Materniak		 Link


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