Discover the Mills Investment Club
Visitors are welcome at the next meeting of the Mills Investment Club at 1 p.m. Tuesday, May 7, at the Oak Park Arms, 408 S. Oak Park Ave. New members are always welcome to join or visit. Guest speaker Heather Kenney will offer a special financial presentation.
For more than 30 years the investment club has come together to learn how to follow economic trends and use that information to expand its portfolio. With guidance from club President Pat Koko, club members jointly purchase stocks and make decisions as a group.
The club provides a fun and easy way to learn about investing by combining camaraderie, education, buying power and confidence.
“Our year-to-date is 9.7 percent right now which puts us ahead of the Dow,” Koko said. “We’ve got a variety of stocks, and we’re doing really well.”
To make the best financial choices, a special presentation is given by a different group member each month. In addition, each member is in charge of following one stock throughout the month and presenting a report of the stock’s activity.
Kenney is a financial professional at UBS Financial Services Inc., a broker-dealer with over 11,700 registered representatives nationwide. She has held an industry securities registration for more than 11 years.
There are currently 15 club members. To formally join, attendance to at least three meetings is required, and the final decision is voted on by the group. However, anyone can attend as often as they like without becoming a member.
The Oak Park Arms is a rental retirement community which provides independent and assisted living apartments and a full schedule of activities and services. Furnished apartments are also available for a short-term stay – a weekend, a week, a month or longer.
The event is free and open to the public. Call Jill Wagner at 708-386-4040.