Co-coordinators:
Walt
Dollard
412.823.4438
Bob
Miller
412.242.6256
The Stock Price Table shows the Employee price and the tax base for stock purchased through the Westinghouse Savings Plan.
The Roundtable meets the second Wednesday of every month at 10 AM in the auditorium of the George Westinghouse Research and Technology Park, Churchill Borough, PA. No advance reservations are required, however you are requested to register your attendance as you enter. A wide range of financial topics are presented, including estate planning, wills, Roth IRAs, self-directed IRAs, mutual funds, sector analyses, online investing, portfolio management, selecting professional advisors, taxes, required minimum distributions, consumer fraud concerns and many others. Presentations are made by noted Professionals, Registered Representatives of Investment Firms and Attorneys specializing in estate planning. There are no obligations incurred by attending any of these presentations. Ample opportunity exists for audience questions. Pass outs of presentation materials are normally available. Roundtable membership is open to all currently paid up SURE members. Monthly announcements inform members of upcoming meeting subjects and speakers.
January
Cancelled because of snow
February
Preparing your 2010 Tax Returns
Speaker; Mary Jo Potter, H&R Block
March
Simple Strategies for 2011
Speaker: Herb Geissler, Managing Director, St Clair Group
April
Ten Years and Counting; Have We Become Japan?
Speaker; Charlie Smith, Fort Pitt Capital
May
Market Update, What it Should Mean to Investors
Speaker: Matthew Estep, Fidelity VP and Regional
Planning Consultant
June
A Trip to Southern Africa
Speaker: Parvin Lippincott
The Westinghouse Nuclear Program
at Cranberry
These will precede the June Annual Meeting
July
Asset Allocation in Retirement Accounts
Speakers: Glenn Morrison, William Gustafson, Vanguard Group
August
What the Market Is Telling Us
Speaker: Paul Brahim, CFP, Exec VP
Investment Management Inc
Septenber
The Tax Laws and Your Estate
Jim Lange, JD, CPA
October
Three Simple Investing Methods
Herb Geissler
November
2012 Medicare Plans of UPMC & Highmark
Annette Karnash
December
2012 Investment Outlook
Don Berdine, - PNC Sr. V. P.
January
The State of The Markets - A Portfolio Managers Perspective
Speakers: Heberle, Helm, Ferguson Group of Wells Fargo Advisors
February
Preparing your 2011 Tax Return
Speaker: Mary Jo Potter, H&R Block
March
Investing for Retirement
Speakers: Hefren-Tillotson