HIA Meeting, Saturday June 11 – CHRISTINA LESHER – Eldercare Attorney

HIA Meeting, Saturday June 11 – CHRISTINA LESHER – Eldercare Attorney

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Downloads from Today’s Meeting

SIGs start at 8:30am
Main speaker at 11:00am


HIA’s June 11, 2016 Agenda

— 08:30 AM —

Stock Market SIG:  Speaker: Cleve Fontenot, Bill McBride plus Leigh Anderson

Topic:  “Income Portfolio”

Following a quick review of the 2016 IBD/Growth portfolio, Cleve and Bill will review the 2016 Income portfolio.  Leigh is away this meeting..   

Trading 101 SIG: Speaker: John Godell

Topics:  Bill Williams; How to properly use your left, right brain and core to trade or invest.  This will tie into our recent study of Dr Reid.   Big Picture review

— 09:30 AM –

Market Outlook SIG:  Speaker: Jimmy Hixson

Topic:  May – September normally the worst 6 months of the year! What will 2016 bring?

— 10:45 AM –  

Club Business: Speaker: Jimmy Hixson and Cleve Fontenot

— 11:00 AM –

Main Meeting:  Speaker: Christina Lesher, JD, BSW

Topic:  In the Trenches: Tricks and Tips for Caring for the Aging and Special Needs Population

  • Road Map to Planning
  • Plan for incapacity
  • Plan for parent/caregiver illness
  • Plan for wealth transfer at parent/caregiver illness
  • Paying for Care
  • Housing – the big question
  • Public Benefits – including Medicaid
  • Supplemental Needs Trusts

SIG Meeting Meeting Room

8:30 AM

Stock Market SIG S. Bayou City Rm 219

Trading 101 SIG S. Heights Rm 224

9:30 AM

Market Outlook SIG S. Bayou City Rm 219

10:45 AM
Club Business S. Bayou City Rm 219

11:00 AM

Featured Speaker S. Bayou City Rm 219


Upcoming HIA Programs

The following programs are planned for future HIA meetings. 

2018

  • March 10: Marvin Appel of Systems & Forecast . Main speaker at 8:30-10:15. Joint with Houston Chapter of AAII. 
  • Remainder of 2018: Second Saturdays of each month (unless otherwise noted) @ Trini Mendenhall Community Center

If you have suggestions for speakers or topics, please forward them to VP Programs: Jimmy Hixson JimmyHixson@houstoninvestors.com or one of the other Board members.

Meeting Location

HIA meets at the Trini Mendenhall Community Center, 1414 Wirt Road, Houston, Texas 77055. There is ample free parking at the center.  Room location varies, so look for notice on entry to the center. 

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