Financial Fitness 2009

Financial Fitness is a series of educational seminars designed to present financial information in a simple and non-sales format. Topics like retirement planning, stocks, mutual funds, investor behavior and estate planning among other things will be discussed. Guest presentations by money managers, analysts & journalists. Learn from the collective wisdom and improve your money management skills. Make your short-term and long-term financial decisions with confidence. Rishi Sondhi, Chelmsford resident, library volunteer and student of value investing, is the originator and host of this valuable series of seminars. Programs are free and open to the public and take place at the Chelmsford Public Library (in the McCarthy Meeting Room). Chelmsford Telemedia has videotaped most of the presentations and has provided DVDs of the programs for you to borrow from the Library's collection.

Coming this fall:

September 10, 2009
OVERVIEW of the FEDERAL STIMULUS PACKAGE and HOW IT MAY AFFECT YOU
Join local economist Richard Doron for a closer look at Washington’s historic trillion dollar stimulus package and a discussion of the possible benefits and drawbacks associated with massive government spending. He'll bring the following topics into the discussion:
· Capital markets overview
· Components of the stimulus package
· Future economic consequences
· Investment strategies to capitalize on opportunities and minimize risks

October 8, 2009
Sham Gad "The Intelligent Investor"

November 12, 2009
Eric Packer from Progressive Asset Management will present a session on "Socially Responsible Investing" (SRI)

GREEN INVESTING

On Thursday, June 11, 2009, Rishi Sondhi, the originator of the Financial Fitness series, presented a program on "Green Investing" at the Chelmsford Public Library. Chelmsford Telemedia videotaped this presentation. Watch their schedule guide to see when this program will be aired. The LIbrary has a DVD of Rishi's presentation that you may check out. Click here to see a pdf copy of Rishi's PowerPoint presentation on green investing.

Did you know this about green technologies?

-The biofuels, wind, and solar market is expected to increase 50% from $76 billion in 2007 to $116 billion in 2008.
-The above benchmark technologies are expected to grow to $325 billion in the next 10 years.
-Global investments in clean energy grew from $148 billion in 2007 to $155 billion in 2008 in spite of a down market.
-Green business is no longer a fringe movement: General Electric's (GE) environmental solutions Ecomagination unit is expected to earn $25 billion   in revenues in 2010. Rishi Sondhi talked about the future of energy, reviewed alternative energy trends, and explored investment opportunities in green businesses. Read more about our presenter, Rishi Sondhi, at http://rishi-sondhi.blogspot.com/

Past Programs:
2009

• April 9, 2009 - Retirement readiness with Mike Bonacorsi CFP
• May 14, 2009 - Social Security and Your Retirement Plans
• June 11, 2009 -Rishi Sondhi "Green investing"

View the Finance & Investing Subject Guide, or download the bibliography of books and other resources.

Click here to email us your suggestions for topics or offer a resource (please type "Financial FItness" in the subject line), or give us a call at 978-256-5521, ext. 109.

Click here to view Sham Gad's April presentation, "The Intelligent Investor: A Practical Approach to Investing"

click here to view Dan Caplinger's March presentation on Trusts, Estate Planning & Investing Behavior

click here to view Rishi Sondhi's January presentation on "Retirement Planning"

Click here to view Dan Caplinger's presentation on November 8th on "Trusts and Estate Planning"

Click here to view Rshi Sondhi's presentation in September "Introduction to the Financial Fitness" series

Click here to read about April 2009 speaker Mike Bonacorsi CFP, author of "Retirement Readiness.

Click here to view Rishi Sondhi's presentation on Green Investing

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