# Date Topics Speaker Link to Notes
1 Feb 4th
  • Class Introduction
  • Investor Survey and profile
  • The Basics
  • What is different in investing in Retirement?
Rajeev Vaidya
Ron Materniak
Link
2 Feb 11th
  • State of the US Economy
Dr. Robert Fry
Rajeev Vaidya
Ron Materniak
Link
Dr. Fry's charts
3 Feb 18th
  • Current State of the markets
  • Deep Dive into the JPM Monthly Review
Rajeev Vaidya
Ron Materniak
Link
4 Feb 25th
  • Current State of the markets
  • Managing Risk
Rajeev Vaidya
Ron Materniak
Link
5 Mar 4th
  • Current State of the markets
  • Deep Dive into ETFs Part 1
Rajeev Vaidya
Ron Materniak
Link
6 Mar 11th
  • Current State of the markets
  • Deep Dive into ETFs Part 2
Rajeev Vaidya
Ron Materniak
Link
Matt V charts on MStar
7 Mar 18th
  • Current State of the markets
  • Withdrawal Strategies that work
Ron Materniak
Dr. Craig Isrealsen
Link
Dr. Isrealsen's charts
8 Apr 1st
  • Current State of the markets
  • Financial Planning and Organization
Ron Materniak Link
9 Apr 8th
  • Current State of the markets
  • Private Debt
Rajeev Vaidya
Ron Materniak
Two External Speakers
Link
10 Apr 15th
  • Current State of the markets
  • Alternative Asset Classes
Rajeev Vaidya
Ron Materniak
Link
11 Apr 22nd
  • Current State of the markets
  • Private Equity - Roy Serrousi
Rajeev Vaidya
Ron Materniak
Link
12 Apr 29th
  • Current State of the markets
  • Dividend Investing
Rajeev Vaidya
Ron Materniak
Link
13 May 6th
  • Current State of the markets
  • Disciplined Buying and Selling
Rajeev Vaidya
Ron Materniak
Link
14 May 20th
  • Current State of the markets
  • Open Mike session - Questions unanswered
  • Feedback and Closing
Rajeev Vaidya
Ron Materniak
Link


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