Next GGCS General Meeting:
September 22, 2008 at 7:15 pm
Embassy Suites Hotel
101 McInnis Parkway, San Rafael
Click
here for
directions.
Open to
the public
–
admission and parking are free
Using Online Brokerage Services
Janet McKinley and Michael Kachmar, Fidelity Investments
Brokerage firms offer a vast array of services online, many of which will be new to us. Tonight our speakers will impress and amaze you with the variety and quality available from Fidelity Investments. Many firms offer similar services, so the presentation should be relevant to anyone with a bank or brokerage account. They will discuss three areas, Online Banking, Security Analysis Tools and Financial Planning Tools:
Online Banking Services
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Conventional features
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Moving money electronically
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Viewing outside accounts on Fidelity.com
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Year-to-date tax information
Tools for analyzing and trading stocks, Exchange Traded Funds and mutual funds
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Fidelity.com resources
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Active Trader Pro
Financial Planning Tools
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Retirement planning
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Saving for retirement
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Building a diversified portfolio
Michael Kachmar is the Regional Brokerage Consultant for the Pacific Northwest. His primary responsibility is to educate traders about the tools and services provided by Fidelity Investments. He also conducts local seminars on educational topics, including fundamentals and technical trading, research options, market mechanics, and trading software. Mr. Kachmar joined Fidelity Investments in 2007. He entered the financial services industry in 1996 with E*TRADE Financial, where he was the Director of Active Trading services.
Janet McKinley is a Regional Consultant for Fidelity Investments, providing onsite financial education and engaging with organizations in the North Bay community. Ms. McKinley helps investors understand their income and investment needs and the strategies to address them. She joined Fidelity in 2004 and has 10 years of experience in the financial services industry.
Also of interest just before the meeting (details below):
6:00-7:00 pm – Introduction to Computers class
About the Meeting:
Our general meetings offer a friendly forum for people interested in computers at all user levels, from novice to expert.
Before the General Meeting, between 6:00 and 7:00 PM in the Petaluma Room, just down the hall from the main meeting room, there is a free Introduction to Computing Class. Ask at the reception table outside the meeting room for directions.
Hungry? Have dinner before the meeting at Rings Restaurant, at the north end of the building.
From 6:30 to 7:00 PM Door Prize raffle tickets are given out to members, memberships are renewed, etc. You can stand around talking to people who know lots and lots about computers (Look for Steering Committee members wearing nametags. They love to chat about computers, especially their own).
The meeting usually follows this schedule:
7:15 pm – Announcements, followed by an open session during which members and guests can ask the group for help or opinions.
7:30 pm – Main presentation. Click here for a list of prior speakers.
9:00 pm – Closing with a raffle of various hardware, software and books. There are often quite a few items from which to choose. Each member gets a free raffle ticket, both members and non-members may purchase additional raffle tickets.
Future meetings: Our general meetings are normally on the fourth Monday of the month. There is no meeting in December. The May meeting is sometimes a week later than normal when necessary to avoid Memorial Day.
Copyright © 2008 Golden Gate Computer Society. All rights reserved. Last updated: Aug 23, 2008