HIA Meeting, Saturday October 8: Tom Stephens – Robertson Wealth Management, LLC – Topic: Annuities

October 8: Tom Stephens – Topic: Annuities – Robertson Wealth Management, LLC – University Center

Topic: Understanding Annuities from All Angles

Annuities are a much maligned, much misunderstood, and much debated topic – yet hundreds of billions of dollars of annuities are being sold every year. Are they really a high priced insurance scam as some people say, or might they be an essential foundation to your portfolio in retirement? Come and learn about all sides of this issue, and then be in a position to make an informed decision for yourself.

Tom Stephens brings a unique perspective to the business of Wealth Management and Investing: first, the Perspective of being a senior executive in a large commercial bank, gaining an understanding of how a large business is run and how money is managed; second, the perspective of leaving the safety of a large corporate environment to create a successful consulting firm, gaining an understanding of all aspects of running a small business; third, the perspective of a financially comfortable retirement, based on sound planning and investment strategies with income for life; fourth, the perspective of being a caregiver and widower, gaining an understanding of the human side of catastrophic illness, along with all financial ramifications; fifth, as an author, creating and publishing workbooks to assist others in planning for major life events; and finally, returning to work as a Wealth Manager and Financial Advisor, focused on showing clients how to create a safe, lifetime income, regardless of whether they are already retired, planning for retirement, or planning for the distant future. Tom Stephens is the Executive Vice President of Robertson Wealth Management, and is the author of three financial books: “Survivor’s Handbook: Essential Guide to Financial Matters after a Death”; “Planning for Tomorrow: Essential Guide to Having Your Affairs in Order”; and “Our Aging Parents: a Comprehensive Guide to Caring for Aging Loved Ones”. Tom is also the author of “Love Never Quits: A Cancer Caregiver’s Memoir”.

 


SIGS begin at 8:30am
Main Program at 11:00 

Agenda

— 08:30 AM —

Stock Market SIG: Speakers: Cleve Fontenot, Bill McBride and Leigh Anderson
Topic: “Income Portfolio” and “Strategy Reviews”

Following a quick review of the 2016 IBD/Growth portfolio, Cleve and Bill will review the 2016 Income portfolio. Leigh will present the Monthly Strategy Review and the Simple Asset Class Value Strategy.

Trading 101 SIG: Speaker: John Godell

Topics: Big Picture

— 09:30 AM –

Market Outlook SIG: Speakers: Jimmy Hixson

Topics: October Bottom? And why the Fed should raise rates.

— 10:45 AM –

Club Business: President: Robert Tchoryk

— 11:00 AM –

Main Meeting: Guest Speaker: Tom Stephens Exec VP
Roberstson Wealth Management, LLC
Topic: Understanding Annuities from All Angles

Why attend this Workshop:
Annuities are a much maligned, much misunderstood, and much debated topic – yet hundreds of billions of dollars of annuities are being sold every year. Are they really a high priced insurance scam as some people say, or might they be an essential foundation to your portfolio in retirement? Come and learn about all sides of this issue, and then be in a position to make an informed decision for yourself.


Location: University Center Bldg 565

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