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
-
Conventional
features
-
Moving
money electronically
-
Viewing
outside accounts on Fidelity.com
-
Year-to-date
tax information
Tools for
analyzing and trading stocks, Exchange Traded Funds and mutual funds
-
Fidelity.com
resources
-
Active
Trader Pro
Financial
Planning Tools
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.
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