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

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



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. 



  • January 20 (THIRD SATURDAY) @ Trini Mendenhall Community Center: Special early program joint with Houston Chapter of AAII. This will feature Craig Isrealsen’s visit and discussion of his 7Twelve Portfolio. Main speaker 8:45-10:15. SIGS will follow.  
  • February 10 @ Trini Mendenhall Community Center: David Loesch with DRL Group - http://www.drlgroup.net/ 
  • Remainder of 2018: Second Saturdays of each month @ Trini Mendenhall Community Center

Beginning January 20, 2018, all meetings of HIA will be at Trini Mendenhall Community Center, 1414 Wirt Road, Houston, Texas 77055. With the exception of January, meetings will be on the second Saturday of each month. 

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 University of Houston in the Student Center North Senate Chamber Room.
Take SC South elevator to 2nd floor, turn right and winding your way north to the
SC North Building and on to the north end and or your right is the Senate Chamber Room 

University Center (Student Center, building 565) 4455 University Dr.
Houston , TX 77204

 GPS +29° 43' 12.59", -95° 20' 27.46"

Click to view interactive map



Parking is available in parking lot 20A  to the east of the UC, on Calhoun. Other parking is sometimes available, but on your first visit it is easier to park in lot 20A. 

Click to view interactive map

Future Location

Beginning in January 2018, HIA will meet at the
Trini Mendenhall Community Center
1414 Wirt Road
Houston, Texas 77055