About Us

We meet every Thursday morning at 10:00 at the Petaluma Senior Center at 211 Novak Drive to discuss the best ways for seniors to manage their own investment portfolios. There is no charge and all are welcome. Call (707) 778-4349 for information.


You Will Learn How To:
  • Select stocks to own with confidence.
  • Assemble a mutual fund portfolio appropriate for your risk tolerance and circumstances.
  • Save by buying Bonds and Notes and Bills directly from the Federal Reserve Bank with no extra fes.
  • Avoid costly mistakes with IRA accounts.
  • Develop the confidence necessary to protect yourself from those who would deplete your savings.
Petaluma Senior Center
211 Novak Drive
Petaluma, CA 94954
Click here for a Google map
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