Feb 13
Chapter Meeting

February 2018 Chapter Meeting

02/13/18 7:45am to 9:15am

Topic: Financial Planning and the use of Cash Secured Put Stock Options

Mr. Charlie Wilson will be joining our meeting to discuss the issues in financial planning and the use of cash secured put stock options in retirement portfolios along with humorous anecdotes from 50 years of experience and education in the stock market.


Register on our website by Thursday, February 8, 2018


Charlie Wilson

Learning with Laughter, LLC

Mr. Charlie Wilson has a PhD in Finance and Statistics from Penn State University and over 50 years of experience and education in the stock market.  He was a member of the faculty of Penn State and taught investing, financial management, operations management, and operations research.  He was also the Head of the Simulation Department at Penn State's Applied Research Laboratory.

Currently, Mr. Wilson is the owner of Learning with Laughter, LLC and a distinguished Toastmaster.  He is a five-time award winner of the District Humorous Speech Contest and a finalist in the World Championship of Public Speaking.



  • Contact: 
    Jonathan Lippard, CPCU CLU API AIS
  • Email: 
  • Phone: 
    (610) 357-2201