Thursday, June 6, 2013

"10 Things You Should Know About Long Term Investing"

Hello Everyone,

The agenda for this Friday's Hopkinton Networkers Group (HNG) meeting will be featured by speakers, Brian Hawley and Tom Bodine. The facilitator for this week will be Vincent Rocheleau. We will devote the first hour, from 10 to 11 AM to the following agenda: Welcome, Landings, Announcements, New Member Intros, and Needs & Leads. Please arrive early, so we can make every effort to start on time. In the second hour, Brian and Tom will talk about "10 Things You Should Know About Long Term Investing."

10 Things You Should Know About Long Term Investing

Whether they do it themselves or have someone do it for them most people have some level of retirement savings to invest. For many people there is a marked difference between what the textbooks would say and what they actually do. In this presentation Brian and Tom will highlight 10 interesting facts about investing that may cause you to question your current approach.

About Brian Hawley, CFA, FSA

Brian is a principal in Sterling Financial Partners. He began his career as an actuary. He became involved in investing, getting his CFA designation in 1986. His presentation is designed to help investors by providing them with basic information available in investing textbooks.

About Tom Bodine, CLU, ChFC

Thomas Bodine is an advisor at 3D Asset Management. Tom has 30 years experience in sales and senior management positions in the securities and insurance industries.

Tom has held senior executive positions with Paul Revere, Allmerica Financial, and Conseco Insurance Group His roles included responsibility for sales channel performance and product line financial performance.

Tom earned a BA in economics from Dartmouth College, as well as Chartered Financial Consultant and Chartered Life Underwriter designations from the American College. He has served as president of The Society of Financial Service Professionals in Central Massachusetts and the Dartmouth Alumni Club of Central MA.

Schedule for HNG Meetings:

June 7, 2013 Brian Hawley & Tom Bodine "10 Things You Should Know About Long Term Investing"
June 21, 2013 Robert Dandrade "Face-to-Face Networking"

General Information

The networking group meets in Hopkinton, at St. John the Evangelist Church parish hall. The meeting occurs, from 10 to 12 noon, and will meet the first and third Friday of the month. The parish hall has a capacity for 250 people and there is plenty of parking spaces in the parking lot and on the street. Around the perimeter of the parish hall are rooms to allow us to have focused network groups or for any other purpose we need. We chose the first and third Friday to allow everyone to attend the Acton Networking Group or any other networking group, if they wanted, on the Friday we do not meet.

We will maintain our close affiliation with Acton Networkers by using the same list-server to share information between the groups. Any e-mails specific to the Hopkinton Networking Group (HNG) will be indicated in the subject line either by "Hopkinton Networking Group" or "HNG"; this way anyone attending these meetings will know the e-mail is intended for them.

We will follow the following agenda items:
* Welcome
* Landings (with doughnuts)
* Announcements
* New member introductions
* Needs and Leads
* Speaker(s), Workshop, or Focus Group
* Cleanup

For those new members who give their introductions, this is what we would like to know:
* Name
* Skills and Value Statement
* Where have you been?
* Where are you going?
* Your title
* Your target companies
* Geography of search
* Name and e-mail address

If anyone wants to join our team, please let one of us know; we could always use the extra help and input for ideas.

Take Rt. 495 North/South and get off Exit 21A. Go through three traffic lights. Colella's Supermarket is on the right at the third traffic light. The first street after the third traffic light is Church Street, take a right turn. The church is on the right. Go around to the left of the parking lot and go into the side entrance of the parish hall.

Depending upon where you live, perhaps you may want to use Mapquest for a more direct route. The address of the church is:
St. John the Evangelist
20 Church Street
Hopkinton, MA 01748

Hopkinton Networkers Group (HNG) Coordinators:
Elinor Kerr
Gil Krispien
William Lam
Kathy McKenna
Vincent Rocheleau
Salpi Sarafian

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