While initially the charter for the group was sharing ideas and experiences for those interested in self-management of their investments, the agenda has evolved to include the broader subject of “Wealth Management”; to that end our Agendas always include conversations around elements of financial planning such as Tax, Estate, and Risk.
We always open with a general conversation about the state of the world and how that may impact economics and investments, but follow that with sharing ideas of how each of us manage our affairs.
Importantly, this is an open forum and not a platform for any of its members.
We meet once a month to exchange views and opinions on Markets, the Economy and Investment ideas and strategies.
While I am a retired Portfolio Manager / Financial Advisor, I do not retain any commercial connections and act solely as moderator.
We used to meet in person but since Covid have met virtually - meetings are the third Wednesday of every month at 10:00 am. We took a summer hiatus in 2021.
We may consider staying virtual as the subject lends itself and there are many other channels for social interaction at Probus.
