Financial Fireside Chats

Charlie’s 90‐minute presentations are overviews on the global, national and local economies and detail both the good and the bad of what is happening in the markets. The presentations are informative, entertaining and include question and answer periods during which attendees can request clarification on the material presented. The teaching format and material presented ensure that the education received is up‐to‐date and useful to the attendee. Charlie gives his audience the heads‐up on what is happening and what they can expect to happen with their finances.

The learning objectives for the presentations are:

• Attendees will get an over‐all explanation of what is happening in the economy on the international, national and local scale

• Attendees will be able to understand why certain economic decisions are made by our government and how these decisions affect them

• Attendees will get an explanation of how what happens in the economy will have an effect on their own financial matters. He offers his insight in a way that is clear and concise.

The Fireside Chats are held every Winter, Spring and Fall, and are offered to the community as educational lectures. There is no charge to attend. Charlie is a sought after lecturer and commentator because he is recognized for his “accessible and easily ‐understandable” approach to explaining complex topics in his “everyman” conversational style. He understands that educated investors will make better and informed decisions with their own finances. He helps dispel the fear associated with today’s economic forecasts, allowing the attendee to take control over their own financial situations. He helps the attendees remove the emotions that are usually involved with uninformed decisions.

With the condition of today’s economy, we need to be keenly aware of what is happening and how it will affect us financially. This is not your run‐of‐the‐mill presentation. It is fresh and unique. Whereas most presentations provide the same information albeit with a slight variation, what Charlie offers is different. He incorporates State‐of‐the‐Economy reports into the presentation and how it affects you and your investments. Charlie offers a thorough discussion of the woes of our economy and how your future retirement may be affected, what is currently happening in the markets, how world economics influences what is happening in Washington and how the happenings in Washington can significantly shape what happens to us.

Register for the Upcoming Chat Now!