 Financial
Fitness
The
Financial Fitness series will take a break through the summer. Check back
with us in the fall; we hope to offer another edition of these informative
seminars.
On April 10, 2008, SHam Gad presented "The Intelligent Investor:
A Practical Approach to Investing." Click
here to view a copy of Sham's presentation.Sham Gad is a managing
partner of Gad Capital Management and runs the Gad Partners Fund, an investment
partnership modeled after the 1950's Buffett Partnerships. He is also
a regular contributor to the Motley Fool.
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 take place at 7 p.m. at the
Chelmsford Public Library (in the McCarthy Meeting Room)
on the second Thursday of each month. Chelmsford Telemedia has
videotaped all presentations and has provided DVDs of the programs for
you to borrow from the Library's collection. The programs are often aired
on Cable TV.
Agenda
- September 13, and 27, 2007 - Intro to Financial Fitness seminars
by Rishi Sondhi
- October 11, 2007 - "Twenty Common Mistakes in Investing"
by Selena
Maranjian
- November 8, 2007 - "Trusts and Estate Planning" by Dan
Caplinger
- December 13, 2007
-Cancelled due to weather
- January 10, 2008 - "Retirement planning" by Rishi
Sondhi
- February 14th -
no seminar this evening - Happy Valentine's Day
- March 13, 2008 - Dan
Caplinger returns for Part 2 of "Trusts and Estate Planning"
- April 10, 2008-"The
Intelligent Investor: A Practical Approach to Investing" by Sham
Gad
This
program is free and open to the public.
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
To
sign up for the Library's electronic newsletter please click here
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