Financial Club Minutes-APRIL 2007

Meeting Format
-one topic per meeting
-monthly
-new members must be approved by all current members
-begin with retirement because must save for that first, then allocate funds for other things
-meeting minutes, as well as research, will be posted on blogger.com-Jen will capture minutes and set up/maintain blog
-next meeting is May 23, 7pm, at Gary's house

Group Assignment
Determine what items/topics are important to you in the follow bins:
1. Emergency Fund
2. Short Term
i.e. money market accounts, savings accounts
3. Mid Term
i.e. college funds, major purchases, home improvement
4. Long Term
i.e. second home, major purchases, home improvement
5. Retirement
i.e. wills, real estate, roth, IRA, annuities, roth 401K, reverse mortgage, bonds

FIRST TOPIC: RETIREMENT
INDIVIDUAL ASSIGNMENTS
Wills-Damon
Bonds
Real Estate-Jason
Roth IRA-Vere
Trad IRA-Damon
Annuities-Jen
Roth 401K-Gary
401K-Vere
How much to save-Mike
Health care costs-Chris