Investment Group

investmentTOM HENRY (Br. 174) 254-5724
DAVID SUTTON (Br-8) 686-0158

The next meeting will be on Wednesday, November 15 at 8 AM at the Legends Restaurant in the Diablo Creek Country Club – Port Chicago Highway, 1/4 mile north of Highway 4 in Concord. 

The speaker will be Jerry Halliday of the Law Office of Robert W. Ash in Grass Valley.  The discussion will be about estate preservation if a spouse requires nursing care.  

NOTE: There will be no meeting in December


NOTE:  Meetings are normally on the 4th Wed – except when they aren’t!  No meetings in August and December.  October and November are on 3rd Weds:  Oct 18 (due to a golf tournament at the club) and Nov 15 due to Thanksgiving.


$ums, the investment activity of SIR Area 2, normally meets on the fourth Wednesday of each month (check $SUMS website below to verify).  The time is 8:00AM to 9:30PM. The location in the Legends Restaurant at the Diablo Creek Country Club on Port Chicago Highway 1/4 mile North of Highway 4.  The Legends opens at 7 AM.  Come early and have a leisurely breakfast with your colleagues prior to the meeting.       

Information about the group, including past and current presentations, is available on the $UMS website —