Saturday, January 10, 2026
Time: Arizona time
10:00 Announcements
10:00 Guest Speaker
Steve Shaw, Founder of Bondsavvy
The Case for Owning Corporate Bonds vs. Munis
11:05 Special Interest Group [SIG] Speaker
Clark Mills, Investment Protection SIG Leader
Surviving the AI bubble burst
12:05 Break
12:20 Member Speaker
Paul Bulzacchelli – Collars Are Not Just for Shirts-Reduce Market Risk at Earning Release
12:50 Guest Speaker
Mike Finn
The role of trustees, executors, and successors in the estate planning
process