Robert's General Services

---

2012---------------

• January 28--How the Election Will Mess-up Your Portfolio--Jonathan Lasner, Business Columnist, Orange County Register Hand Out www.ocregister.com
  

2011-----------------------

• November 5--Tax Tips for Investors and Retirees--Herb Farrington, Tax and Financial Services Presentation Minutes
  
• September 17--Building a Portfolio for the Next 5 years--Matthew McCall, President, Penn Financial Group LLC www.pennfinancialgroup.com Presentation Minutes
  
• August 20--Implementing a Low Cost Investment Strategy Using ETFs--Benjamin Shepherd, Editor of Louis Rukeyser's Mutual Funds and Louis Rukeyser's Wall Street. www.investingdaily.com Charts Minutes
• June 4--Reverse Mortgages as an Alternative Asset--Robert Trommler, Senior Products Manager, Wells Fargo Bank www.wellsfargo.com Minutes
  
• May 14--Using Barron's Resources for Investing--Peter Miller--Statics Director, Barrons www.barrons.com
• March 11--Beating the Yield Chasers: Scoring High Yields in the World's Safest Companies for 2011 and Beyond--Roger Conrad, Editor, Canadian Edge; Editor, Utility Forecaster; Co-Editor, MLP Profits Minutes
  
• February 26--Using Investors Business Daily to Maximize Your Profits--Tim Reaser, Director, Investor's Bunisness Daily Meetupwww.investors.com
• January 22--The Writings of Warren Buffett--Jeff Pierce, VP Investments, Stifel Nicolaus & Co.
  www.stifel.com

• November 13--Legal Preparations and Protecting Assets for Incapacity and Demise--Charles
  Stricklen, JD, Attorney at Law
• October 23--How will the "Gee" Forces Affect the Returns on Stocks and Bonds--Jim Goldberg,
  President, Goldberg Investment Advisors
• September 25--Managed Futures--Roger Shepherd--President and CEO Alpha Futures www.
  alphafutures.net
  
• August 21--Energy--Where Are We Going Nationally and How Do We Get There--Joe Falcon,
  Former member of USAID and Don Gimpel, PhD
• July--No Meeting
• June 12--Lessons Learned from the Market Declines from 2000-02 and 2007-09 Dr Leonard
  Goodall, CFP, Educator and Co-Editor for No Loads Portfolios
• May 15--The Signposts of Change: Economics, Rules, Markets--Ron Muhlenkamp, CFA, Founder,
  President and Portfolio Manager, Muhlenkamp & Company, Inc. www.muhlenkamp.com
  
• April 24--Roundtable--How to Use an ETF with a ULTRA FINANCIAL SYSTEMS Composite for Big
  Profits, Less Drawdowns and with About Half the Time in the Market--David McMillin, OC AAII
  Chapter Treasurer www.ultrafs.com
  
• March 12--The Best of Both Worlds: My Five Favorite Stocks to Earn High Income and Capital
  Gains in 2010--Mark Skousen, PhD, Editor, Forcasts and Strategies www.markskousen.com
  
• February 12--Investing in China--Jim Trippon Editor and Chief, China Stock Digest www.
  chinastockdigest.com
  
• January 9--Has the Market Bottomed and What's Next--Jonathan Lansner, Business Columnist,
  Orange County Register www.ocregister.com Handout

2009-----------------------

• November 7--Three Pillars of Recovery in a Volatile Market--Carl Birkelbach, Chairman & CEO
  Birkelbach Investment Securities, Inc. www.my-broker.com
  
• October 10--Clean Energy Technologies: Off the Launchpad, So Where are We Now--Brett
  Conrad, Manging Partner, Longboard Capital Advisors, LLC. www.longboardcapital.com
  
• August 29--Non-Traditional Investments--Jim Hyerczyk, Market Strategist, Brewers Investment
  Group and Cheryl Arts, President, Brewers Futures Group www.brewerinvestmentgroup.com
  
• July 11--Investing in a Recession--Mark Wolfkiel, Astor Capital Management, LLC. www.astorcm.
  com
  
• June 27--Roundtable--Picking Winning Stocks Using Web-Based Stock Screens and Leading
  Screening Criteria--SIG Leader
• May 9--A Hybrid Approach: ETF Hedging and Stocks--Paul Rabbitt, President, Rabbitt Capital
  Management LLC www.rabbitanalytics.com
  
• April 11--Beating the Market in Volitile Times--Wade Slome, CFA, CFP, President/Founder Sidoxia
  Capital Management, LLC. www.sidoxia.com
  
• March 14--New Tax Strategies for Investors and Retirees--Herb Farrington, Certified Financial
  Planner and Enrolled Agent, Tax an Financial Services
• February 28--Finding the Next Great Stock Market Winner Joe Burns, President, Burns Investment
  Group www.burnsinvgrp.com
  
• January 31--What is Going On in This Market--Jonathan Lansner, Orange County Register
  Business Columnist www.ocregister.com
  
• January 10--Roundtable--The CompuCast.net Program--Carl Vietor

2008------------------------

• November 22--How the Smart Money Really Invests--Simon Reeves, Financial Advisor, Summit
  Portfolio Management www.summitportfolio.com
  
• September 19--(Friday Night 6:30 mtg) 10 Essential Rules for Beating the Market--Michael Turner,
  President & CEO , Turner Trends www.trunertrends.com
  
• August 23--All I Need to Know About the Stock Market I Learned in Kindergarten (Point and Figure
  Technical Analysis) Paul Townsend, Wachovia Securities www.wachoviasecurities.com
  
• July 26--Market Volatility and the Long-Term Investor & International Aspects of Investing--David
  Wagner and Robert Revet, Smith Barney http://fa.smithbarney.com/davidwagner
  
• June 7--Roundtable--Technical Analysis--Don Jarrett, See Feb 16 2008 below
• May 10--Are Conservative Investors Doomed to CDs in Volatile Markets?--Ken Sleeper, Managing
  Director, Sierra Investment Management www.sierrainvestments.com
  
• April 12--How to increase your Returns While Lowering Risk Using Foreign Currencies--David
  Johnson, Managing Director, Global Capital Investments www.gcilc.com
  
• March 29--Roundtable--Yield and Profit Lien Fund (Tax Lien Certificates)--David Zussman JD,
  Chairman & CEO Yield and Profit Lien Fund www.yieldprofitfund.com
  
• February 16--Technical Analysis of Financial Markets--Don Jarrett, Registered Advisor and College
  Instructor on Technical Analysis www.jarrettcapital.com
  
• January 12--A Review of 2007 Business and Economic Events and Outlook for 2008--Jonathan
  Lansner, Orange County Register Business Columnist www.ocregister.com
  

2007----------------------------

• November 17--Preferreds~Wall Streets Best Kept Secret--Ken Winans, President, Winans
  International www.winansintl.com
  
• October 27--Portfolio Diversification Through the Use of Managed Futures and Managed Futures
  Fund of Funds--Zachary Oxman, Senior Trader, Wisdom Financial. www.wisdomfinancialinc.com
  Zach Presentation
  
• September 22--Long Term Care Insurance--The Foundation of Every Financial Plan--Shelly
  Klapfhammer, Long Term Care Specialist, LTC Alliances www.tfgroup.com
  
• August 25--How to Significantly Increase Your Portfolio Return with Real Estate on a Part-Time
  Basis and Without a Career Change--Roger Shaar, Director International Aerospace Marketing and
  Sales (retired) and Past President AAII Los Angeles Chapter.
• July 21--Roundtable--When to Sell--Stocks and Mutual Funds--SIG Leader
• June 2--1.3 Billion Chinese Consumers Can Make You Richer--Robert Hsu, Managing Director,
  Absolute Return Capital Advisors, LLC. Editor China Strategy www.themoneyfactory.comMinutes
  6-2-07
  
• May 12--How You Can Improve Portfolio Performance While Decreasing Volatility with REITs and A
  Case Study with LXP: Taking the Mystery Out of Investing in REITs--Robert Valero, VP NARIET and
  Carol Merriman, VP Lexington Reality Trust www.investinreits.com
  
• April 7--Smart Money: Why the Worlds Most Sophisticated Investors Index Their Investments and
  Why You Should Too--Timothy Bock, Founder, President, Summit Portfolio Management www.
  summitportfolio.com
  
• March 10--Roundtable--Hands On Use of IBD Resources (We had a live Internet connection and
  worked on-line)--Kathleen Phillips, IBD advanced user and member of the IBD Meet-Up Group in
  Orange County
• February 24--A Look Back and Forward for the Economy and the Market--Jonathan Lasner,
  Business Columnist, Orange County www.ocregister.com
  
• January 13--Portfolio Construction Utilizing Municipal Bonds, A Risk Reducing Component--John
  Hutchinson CFP, Investment Executive, Stone & Youngberg, LLC. www.sylcc.com
  

2006----------------------------

• November 14--University of California-Irvine (UCI) Investment Club--Achieving Your Future Financial
  Goals--Bob Welge, President AAII Orange County Chapter, Lead Financial Staff Member, Robert's
  Financial Management Minutes 11-14-06
  
  
• November 4--The Role of Hedge Funds in a Portfolio--Mary Sigler, Managing Partner, Hudson
  Pacific Capital Management LLC www.hudsonpacificcapital.com
  
• October 21--Roundtable--Economic Indicators and Market Performance--SIG Leader
• September 30--Intermediate Stock Selection Techniques Using Investors Business Daily--Justin
  Nielsen, Education Content Manager, Investors Business Daily www.investors.com
  
• August 26--How to Fit Options into Your Investing Activities--Jim Bittman, Senior Instructor, Options
  Institute of The Chicago Board Options Exchange www.cboe.comJuly 22--Spotting the Undisclosed Trends of Institutional Investors to Uncover California's Future
  Growth Stocks--Bud Leedom, Publisher California Stock Report www.californiastocks.com
  
  
• June 24--Roundtable--Mutual Funds--Screens (Buying), Selling Portfolios and Risks--SIG Leader
• May 13--A New Era for Equities: Why Global Trends are Forcing a New Approach to Investing--Eric
  Leake, CIO, Portfolio Manager, Anchor Capital Management Group & CIO Anchor-Research.com
  See www.anchor-capital.com
  
  
• April 22--Measuring and Controlling Shortfall Risk in Retirement--Don Gould, Gould Asset
  Management www.gouldasset.com
  
  
• March 11--Roundtable--Financing Retirement: How Much Do You Need and How Much Can You
  Spend--SIG Leader
• February 4--Invest Using the Strategies of Wall Street Legends--Learn to Leverage the Proven
  Stock Selection Methodologies of Investing Greats--John Reese See www.validea.com
  
  
• January 21--Observations Last Years Market Performance and Speculations for 2006--Jonathan
  Lansner, Business Columnist, The Orange County Register

2005----------------------------

• November 12--Lessons Learned from the Market Collapse of 2000-2003--Protecting Your Portfolio
  in Difficult Times--Leonard Goodall
• September 24--Finding a Stock Winner Using CANSLIM--Fred Richards
• August 27--ETF Style Index Rotation Strategy--David Vomund
• July 23--High Return Investing in the New Century--Robert Hsu
• June 4--Roundtable--AAII Guide to Top Investor Websites
• May 7--Social Security and the Current Account Deficit--Mitchel Keil
• April 2--Oil/EnergyEntering the Geo-Political Maze--Joe Falcon
• March 12--Roundtable--AAII Model Portfolios
• February 26--Exchange Traded Funds--Jim Dudnick
• January 8,2005--Last Years Economic Performance Relative to Expectations and the Outlook for
  2005--Jonathan Lansner

2004------------------------------

• November 13, 2004-- Year End Strategies to Keep More of Your Investment Returns--Lauren Klein
• October 16--Roundtable--AIAA Stock Screens
• September 11--Advanced Asset Planning--Ed Inouye
• July 24--The Four Pillars of Investing--John Buckingham
• June 12--Quarterly Market Update and Building a Portfolio for Any Weather--Larry Goodkind
• May 8--Building Dividends and Portfolio Diversification with REITs--Robert Valero & Carol Merriman
• March 13--Effective Strategies in the Municipal Bond Market--John Hutchinson
• January 10--The Economy in an Election Year--Jonathan Lanser

2003------------------------------

• November 8--Options We All Have--Marc Puckett
• September 13, Bonds & Where Will the Income Come From--John Hakopian
• August 23--Long Term Care and Asset Protection--Art Warshaw
• July 26--Investment Tools and Strategies for the New Millennium--Charles Rother
• May 24--Orange Alert(?) & Asset Allocation--David Bergman
• March 22--Survival Guide & 2003 Investment Changes--Sandra Field
• January 18--Sink or Swim & Status of the U.S. Economy--Jonathan Lansner

2002--------------------------

• July 27--A Summer Morning with Lynn O'Shaughnessy--Lynn O'Shaughnessy
• May 25--Institutional Money Management and Tax Free Investing--David Blair
• March 23--The Qualitative Approach to Stock Market Investing--Paul Rabbit
• January 26--The Equity Rebound and Buying the Cream of the Crop in 2002--Art Bonnel