Tucson Roundtables

TUCSON ROUNDTABLES SCHEDULE

Join fellow stocks investors, or people curious about stocks investing, in a casual environment to discuss a variety of topics related to building a highly productive stocks portfolio. Here are the dates, times, and places currently scheduled. All locations are in Tucson unless specified otherwise. Status remarks are as of April 2, 2024:

APRIL 2024

Session 1: Wednesday, April 17, 11:30AM, at the Arizona Sands Club/University of Arizona Stadium, 565 N Cherry Ave, Gate 1(the glass doors on NE corner of the stadium, by the Button Salmon statue), 5th Floor. Park in the Cherry Avenue garage if you are not an Arizona Sands Club member. You have the option of ordering a lunch! This session follows the Common Good Business Breakfast networking event from 9:00AM-11:00AM. The host for this roundtable is Ben Katsel, a financial advisor for the highly regarded national financial advisory services firm Edward Jones. ***STATUS: This session has been held.
Session 2: Thursday, April 18, 10:30AM, People’s Mortgage, 1610 E River Rd, Suite 118, Tucson, AZ 85718. Long time mortgages specialist Cyndy Wilson is hosting this session. ***STATUS: This session has been held.

MAY 2024

Session 1: Wednesday, May 8, 11:00AM, at the Arizona Sands Club/University of Arizona Stadium, 565 N Cherry Ave, Gate 1(the glass doors on NE corner of the stadium, by the Button Salmon statue), 5th Floor. Park in the Cherry Avenue garage if you are not an Arizona Sands Club member. The host for this roundtable is Ben Katsel, a financial advisor for the highly regarded national financial advisory services firm Edward Jones. You have the option of ordering a lunch! This session follows the Arizona Sands Business Networking event from 9:00AM-10:00AM. ***STATUS: Seats are available.
Session 2: Thursday, May 9, 1:00PM, sponsored by Randy Cole at his family home at 371 E Via Puente De Las Rosas, Sahuarita, AZ 85629. Randy’s American Family Insurance agency in Green Valley is the top rated one in Arizona! Randy is also a former touring PGA professional golf pro. Parking is in the driveway and on the street. ***STATUS: Seats are available.
Session 3: Wednesday, May 15, 10:30AM, Location to be determined. ***STATUS: Seats are available.
Session 4, Wednesday, May 15, 2:00PM, Location to be determined. ***STATUS: Seats are available.
Session 5, Thursday, May 16, 10:30AM, Location to be determined. ***STATUS: Seats are available.

Sessions last around 90 minutes and are limited for up to 6 participants. We will be using the monthly The PBR25 Top Buy Stocks as a guide. Sessions generally include a review of the current The PBR25 Top Buy Stocks; the 12 month report card from the previous year; we usually review around 3 stocks; discuss economic, social, technology, political, and other trends affecting the stock market; talk about investing strategies and research tips.

Participants must be current The PBR25 Top Buy Stocks subscribers or be willing to pay a modest 1 month fee. First timers are free, you will learn a lot, check it out!

To reserve a seat please fill out the form on the Contact Us page. If you are interested but there is no convenient time available still fill out the Contact Us form to request a 1-1 session or to suggest other times and locations that work for you.

See you soon at an informative and fun Tucson Roundtable!